Portfolio Manager

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/
Bangalore
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 F2F Presentations to clients.
3. To conduct and assist in organizing seminars, workshops and other business
development activities.
4. Prior experience of working in a wealth management firms, Private banking,
PMS Advisory High ticket Sales with exposure to HNI client management.
5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.
Advisory and Relationship Management
6. Maintaining client relationships and generate Asset Under Management (AUM)
from preferred clients.
7. Advising Affluent clients in conjunction with the Research team , Financial
planning department , operations team etc on their existing investments and
managing their overall financial portfolio and deepening the wallet from existing
clients.
8. To coordinate with product and research team for taking investment decision for
the clients.
Candidate
9. Good ability to analyse client data, identify trends, create lasting impressions
through impactful presentations are necessity for the job.
10. Candidates having experience in PMS Sales and meeting clints F2F on
ground.
11. Impeccable sales skills to handle HNI clients and PMS.
12. Good Sales negotiator and able to close high ticket sales.
13. Good knowledge of Equity Markets and other Investment assets.
14. Mandatory certification required: NISM XA & XB.