Mutual Fund Advisor Mumbai

Mutual Fund Advisor Mumbai

07 Aug
|
Equentis Wealth Advisory
|
Mumbai

07 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 recent 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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