Wealth Manager- PMS Sales

Company Profile

Equentis Group

SEBI regulations

Locations:

Position: PMS Sales Manager

dynamic and driven professional

Key Responsibilities

Client Acquisition – PMS Sales

• Acquire, advise, and build strong relationships with

  HNI & UHNI clients

  (leads from our existing affluent client pool will be provided).
• Generate business through

  client meetings, presentations, and face-to-face discussions

  .
• Organize and represent the company at

  seminars, workshops, and business development events

  .
• Drive

  high-ticket PMS sales

  with a minimum entry portfolio of

  1 crore and above

  .

Advisory & Relationship Management

• Manage and deepen client relationships to grow

  Assets Under Management (AUM)

  .
• Partner with our

  Research, Financial Planning, and Operations teams

  to deliver well-rounded advisory solutions.
• Advise clients on their

  existing investments

  and help optimize their overall

  financial portfolios

  .
• Stay connected with product and research teams to make well-informed investment recommendations.
  

Candidate Profile

sales acumen, financial knowledge, and client management skills

• Proven experience in

  PMS Sales, Wealth Management, or Private Banking

  with direct exposure to

  HNI client management

  .
• Strong ability to

  analyze client data, identify trends, and create impactful presentations

  .
• Excellent

  sales and negotiation skills

  with a track record of closing high-value deals.
• Solid understanding of

  Equity Markets and other investment products

  .
• Mandatory certifications:

  NISM XA & XB

  .
• Self-motivated, target-driven, and passionate about building

  long-term client relationships

  .

Why Join Us?

• Be part of a

  fast-growing, SEBI-registered investment advisory firm

  .
• Opportunity to work with

  affluent and super-affluent clients

  and manage large-ticket portfolios.
• Attractive

  career growth potential

  with strong incentives and rewards.
• A collaborative environment with

  cutting-edge research and technology support

  .