Equity Advisor (Mumbai)

Equity Advisor (Mumbai)

02 Aug
|
Equentis Wealth Advisory
|
Mumbai

02 Aug

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities

- Provide expert advice on equity investments to clients, ensuring alignment with their financial goals and risk tolerance.

- Conduct thorough analysis of market trends, economic indicators, and company performance to make informed recommendations.

- Develop and maintain robust relationships with existing clients through regular communication, updates, and reporting.

- Identify new business opportunities by prospecting for potential clients and expanding the client base through referrals.

- Collaborate with internal teams to ensure seamless execution of transactions, settlements, and other services.

📌 Equity Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai

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