Financial Advisor - AIF

Equentis Wealth Advisory

2 - 7 years

4 - 9 Lacs

mumbai

Posted:5 days ago| Platform:

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Skills Required

inside sales target achievement b2c sales equity advisory relationship management pms alternative investment fund financial advisory revenue generation wealth advisor aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Company Profile:

Location – Mumbai – Lower Parel

Position:– AIF Sales

We are seeking a talented and driven Sales Professional with a robust understanding of the startup ecosystem to join our growing team. If youre passionate about sales, have a knack for building relationships, and are ready to take on the challenge of meeting and exceeding targets, this opportunity is for you!

Key Requirements:

Strong Understanding of the Startup Ecosystem: Leverage your deep knowledge to connect with the right clients.
Excellent Communication Skills: Convey ideas effectively and build rapport with clients and partners.
Growth Mindset: With 3-5 years of experience in selling AIF products, you’re driven to achieve more.
Established Network: Tap into your existing connections with HNI customers, private wealth clients, AIF/PMS/mutual fund distributors, RIAs, IFAs, and Family Offices.
Sales Discipline: Consistently meet and exceed sales targets.
Versatile Sales Approach: Comfortable with telecalling and face-to-face meetings with individuals and distributors.
Onsite Role: This is a work-from-office position based in Lower Parel, Mumbai.

Your Responsibilities Will Include:

Customer Acquisition: Bring in new clients for the Equentis Angel Fund.
Distributor Empanelment: Onboard distributors, family offices, RIAs, and IFAs.
Sales Targets: Drive towards and achieve weekly, monthly, quarterly, and annual sales goals.
Compliance: Ensure adherence to all regulatory requirements.
Client Relationship Management: Build and maintain strong relationships with clients.

Are you ready to elevate your career and help others grow their wealth?

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