Wealth Advisor (Hyderabad)

Wealth Advisor (Hyderabad)

07 Aug
|
Equentis Wealth Advisory
|
Hyderabad

07 Aug

Equentis Wealth Advisory

Hyderabad

Roles and Responsibilities

- Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and grow existing ones.

- Provide advisory services on investment products such as Equity, Mutual Funds, Bonds, AIFs, Structured Products, PMS & MF, Life Insurance, Health Insurance etc.

- Identify cross-selling opportunities for various financial products through effective communication with HNI customers.

- Develop a deep understanding of customer needs and preferences to provide tailored solutions.

- Meet sales targets by acquiring new HNI clients and increasing revenue from existing ones.

📌 Wealth Advisor (Hyderabad)
🏢 Equentis Wealth Advisory
📍 Hyderabad

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