Relationship Manager

About Equentis

At Equentis, we are redefining the way India approaches wealth creation and financial

growth. What started as a research-driven wealth advisory firm has evolved into a

comprehensive wealth management organization, helping clients achieve their

financial aspirations through personalized investment strategies and expert guidance.

Over the years, we have expanded our expertise into advanced investment solutions

including Alternative Investment Funds (AIFs), Portfolio Management Services

(PMS), Mutual Funds, Equities, Bonds, Insurance, and structured investment

solutions enabling us to deliver holistic wealth solutions under one ecosystem.

With a strong and growing team of 500+ professionals across Mumbai, Delhi,

Bangalore, and Pune, we are entering an exciting phase of rapid expansion and are

looking for passionate individuals who want to build a rewarding career in the world of

finance.

4.0 Rating on Glassdoor Recognized by employees for a positive work

environment, growth opportunities, learning culture, and an exciting entrepreneurial

ecosystem.

4.6+ Customer Rating Trusted by clients for delivering quality financial guidance,

personalized solutions, and building long-term wealth relationships.

At Equentis, you dont just build a career you build relationships, create impact, and

become a part of Indias evolving wealth management journey.

Role: Relationship Wealth Manager

Your Opportunity

As a Relationship Wealth Manager, you will play a key role in helping clients achieve

their financial goals while building meaningful, long-term relationships.

You will own the complete client journey from understanding their financial needs to

providing customized investment solutions and ensuring a seamless wealth

management experience.

Key Responsibilities

• Build and nurture long-term relationships with HNI/UHNI clients and become their

trusted wealth partner.

• Understand client financial goals and provide personalized investment strategies.
• Manage the complete client lifecycle: Client Acquisition Advisory Portfolio Management Customer Service Cross selling Retention.
• Provide advisory across investment products including: PMS, AIF & PreIpo.
• Acquire new clients through: Digital leads, Referrals, Networking, Relationship Building.
• Drive business growth through: Portfolio expansion, Revenue generation, Client acquisition, Cross-selling & up-selling opportunities.
• Conduct regular portfolio reviews, share market insights, and provide proactive

investment recommendations.

• Collaborate with internal teams to ensure exceptional client servicing and

experience.

• Stay updated with market trends, economic developments, investment products,

and regulatory changes.

• Maintain highest standards of compliance and client suitability.

Who Are We Looking For?

We are looking for ambitious professionals who are passionate about wealth creation,

relationship management, and building a successful career in financial services.

Candidate Profile

3+ years of experience in BFSI sales domain (Wealth Advisory, Private wealth,

Relationship Management)

Understanding of investment products such as MF, PMS, AIFs, equities, and other

wealth solutions.

Proven ability in Client acquisition, revenue generation & portfolio growth.

Excellent communication, negotiation, and relationship-building skills.

Strong ownership mindset with the ability to manage end-to-end client relationships.

Passion for sales, advisory, and achieving business goals

Why Build Your Career With Equentis?

• Work with a fast-growing wealth management organization
• Opportunity to interact with HNI/UHNI clients
• Exposure to premium investment products & financial markets
• Strong learning and career growth opportunities
• Be part of a high-performance, ambitious team
• Build expertise in one of Indias fastest-growing industries