Mutual Fund Advisor (Mumbai)

Mutual Fund Advisor (Mumbai)

06 Aug
|
Equentis Wealth Advisory
|
Mumbai

06 Aug

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities

- Provide expert advice on mutual funds, fixed deposits, bonds, insurance products, equity sales, financial advisory services to clients.

- Develop and maintain solid relationships with existing clients through regular communication and follow-ups.

- Identify new business opportunities by prospecting for potential customers and generating leads.

- Meet or exceed monthly targets set by the company for sales performance.

- Stay up-to-date with market trends and regulatory changes in the financial industry.

📌 Mutual Fund Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai

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