Join the Equentis Group — a pioneer in India’s equity markets since 2009 and the country’s first SEBI-regulated online non-discretionary equity advisory company. Our team blends deep expertise in financial markets, equity research, and technology to deliver exceptional investment solutions.
We are looking for a dynamic PMS Sales Manager to drive growth, build strong relationships with HNI clients, and expand our portfolio.
🔹 What you’ll do:
✅ Acquire and advise HNI clients with portfolios of ₹1 crore+
✅ Manage leads from an existing affluent client base
✅ Conduct face-to-face client meetings, seminars, and business development activities
✅ Maintain and deepen client relationships while growing AUM
✅ Collaborate with research, product, and financial planning teams to optimize client investment decisions
🔹 What you bring:
✅ Experience in PMS sales, wealth management, or private banking
✅ Strong skills in sales negotiations and high-ticket closures
✅ A solid understanding of equity markets and investment products
✅ Excellent presentation and relationship-building skills
✅ Mandatory certifications: NISM XA & XB
If you’re passionate about helping clients achieve their financial goals and want to be part of an innovative, growth-driven team, we’d love to connect with you!