Company Profile:
As part of the Equentis group, we’ve been at the forefront of the investment world, with
a primary focus on the Indian equity markets since 2009. Over a decade later, we’re
proud to have established India’s first online non-discretionary equity advisory
company, offering tailored research reports. Regulated by SEBI, our passionate team of
professionals brings deep expertise in financial markets, equity research, and
technology.
Location – Mumbai – Lower Parel
Position:– PMS Sales Manager
Broader Role / Responsibilities:
Acquisition of Wealth Clients – PMS Sales:
1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads
of Affluent & Super Affluent client base from the existing pool of clients within
the company will be given.
2. Build up the sales funnel via Client Meetings or F2 F Presentations to clients.
3. To conduct and assist in organizing seminars, workshops and other business
development ac...