01 Aug
|
Equentis Wealth Advisory
|
India
01 Aug
Equentis Wealth Advisory
India
Roles and Responsibilities
Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, financial planning, and wealth management solutions.
Identify recent business prospects through networking, referrals, and market research to expand the client base.
Develop solid relationships with existing HNIs to increase sales revenue from existing accounts.
Collaborate with internal teams such as product specialists to provide comprehensive solutions for clients' needs.
Stay up-to-date on industry trends and regulatory changes to maintain expertise in mutual funds, investment products, and financial services.
📌 Wealth Advisor Mumbai (India)
🏢 Equentis Wealth Advisory
📍 India