Job Description
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...
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...