Wealth Manager - AIF Sales

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.

Job Title: Associate/ Sr. Associate - Equentis Angel Fund - Sales

Location: Lower Parel, Mumbai, India

Qualification: Graduate/MBA/PGDM

Experience: 3-5 years of experience in selling AIF products

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.