Role Overview

Key Highlights

Job Location: mumbai

Designation: Sales Wealth Counselor – Private Wealth (Offline Sales)

Experience: 3 - 4 years

Functional Area: Sales

About the Role

A Sales Wealth Counselor responsible for ensuring delivery of various MIS reports as per requirements.

Reporting To : Vice President - Sales

Joining Time: ASAP

CTC : As per industry standards

Key Roles and Responsibilities 

  • Customer Acquisition minimum of Rs. 25 Lakhs and above investable surplus.
  • Manage Private Wealth, Portfolio Advisory, and AIF fund related queries
  • To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization.
  • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery. 
  • Achieve a balance of revenue streams through the sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow.
  • To drive strong client servicing and client engagement parameters, to enhance market credibility, and deliver superior value proposition
  • Continuous learning, to be better equipped than our competitors.
  • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance, and Research Teams
  • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
  • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM).
  • Revenue Generation.
  • Build Asset Under Advisory (AUA).
  • Customers Success is Our Success.


Functional Competencies

  • Macro Market & Economy Understanding
  • Expert Level Understanding on Financial Products / Asset Classes
  • Financial Planning / Portfolio Management
  • Selling Skills / Customer Acquisition
  • Valid Mandatory Certificates as per regulatory requirement/s


Job Profile Requirement 

  • Fluency in English, Hindi & any one regional language.
  • Excellent communication skills – verbal and written & Excellent telephone skills.
  • High degree of accuracy.
  • NISM certification preferred. (Valid Mandatory Certificates as per regulatory requirement/s)

© Research & Ranking
SEBI Registered Investment Adviser Details:

Registered Name: Equentis Wealth Advisory Services Private Limited
Type of Registration: Non-Individual
Registration No.: INA000003874
Validity: Dec 08, 2015 – Perpetual

Address: Equentis Wealth Advisory Services Private Limited, Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013
Telephone: +91 22 61013800/18 | Email: | © Copyright 2021 Equentis Wealth Advisory Services Pvt. Ltd. All Rights Reserved. | GSTIN : 27AADCE9006E1ZV
Principal Officer: Manish Goel, Email:, +91 22 61013800

SEBI Office Details: SEBI Bhavan BKC

Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra | Tel : +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22
Email: | Toll Free Investor Helpline: 1800 22 7575