equentis Jobs in India

Job Overview: · The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management and · operations of the PMS department, ensuring the delivery of high-quality investment services to clients. This role · involves collaborating with the team to enhan ...

We are looking for dynamic and goal-oriented professionals to help clients build long-term wealth through disciplined equity investments. · Plan daily outreach activities based on lead priority and funnel stage. · Understand client needs and recommend suitable Wealth Advisory pro ...

Key Roles / Responsibilities · • Plan the day's work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size · • Identify fitment of Wealth Advisory products matching the client's investing goals · • Interact with potential customers wit ...

Chief of Staff to Managing Director · Company: Equentis Wealth Advisory Ltd · Location: Mumbai – Lower Parel · Employment Type: Full-time · Reports To: Managing Director · Company Overview · Equentis Wealth Advisory Ltd, part of the Equentis Group, has been at the forefront ...

SEO Head · We are seeking a senior SEO practitioner to manage the growth of organic acquisition vertical. · This role will involve owning SEO campaigns from start to finish, leveraging expertise in SEO, ad tech, analytics & project management while partnering cross-functionality ...

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. · The Wealth Manager will build up the sales funnel via Client Meetings or Virtual Presentat ...

Wealth Manager · Graduate (Mandatory) · At least years working within a Wealth Advisory environment preferably in a proactive role in a BFSI / Finance / Marketing sector. · ...

We are looking for dynamic and goal-oriented professionals for our Retail Wealth Advisory team. · Plan daily outreach activities based on lead priority and funnel stage. · Understand client needs and recommend suitable Wealth Advisory products aligned with their financial goals. ...

We are looking for a senior SEO practitioner to manage the growth of organic acquisition vertical. · Drive organic search traffic by conducting site audits, keyword research, content optimization and competitor analysis. · ...

Wealth Manager Job Description · A wealth manager plays a crucial role in helping clients achieve their financial goals by providing expert investment advice and portfolio management services. · Plan daily work prioritizing leads based on importance and funnel sizeIdentify suitab ...

Join our team as an Equity Advisor at Equentis group in Mumbai. We're a leading online non-discretionary equity advisory company regulated by SEBI. · ...

Location: Koramangala,Bangalore · Department: Wealth/Equity · Key Responsibilities: · Key Roles / Responsibilities · Plan the day's work with emphasis on leads to be contacted basis the · importance of the Wealth Advisory funnel and size · • Identify fitment of Wealth Advisory pr ...

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. · To conduct and assist in organizing seminars, workshops and other business development a ...

We are looking for a Product Marketing Managers who will be responsible for developing and executing strategies to drive product adoption. · Determining positioning, competitive analysis, feature prioritization and external communications. · Conceptualize, build out, execute, and ...

We are seeking a seasoned sales professional to lead the growth of our In-house Category II AIF. · This is an individual contributor role designed for a "hunter" with a deep understanding of the unlisted equity space and a proven track record of managing ultra-high net-worth rela ...

We need a dynamic Senior/Wealth Consultant to drive equity investment sales. · ...

+The Talent Acquisition Executive will be responsible for end-to-end hiring across functions, ensuring timely closure of positions with high-quality talent. · ...

The Talent Acquisition Executive will be responsible for end-to-end hiring across functions ensuring timely closure of positions with high-quality talent. · The role focuses on sourcing screening coordinating interviews and delivering a smooth candidate experience while aligning ...

The Chief of Staff to the Managing Director will act as a strategic advisor and execution partner, · amplifying the MD's effectiveness and ensuring enterprise-wide alignment. This role functions as · an integrator, problem solver, and force multiplier—driving execution of key ini ...

Wealth Management Advisor Job Summary: Wealth Advisory team member assisting clients in building long-term wealth through disciplined equity investments. · ...