Wealth Advisor (Hyderabad)

Wealth Advisor (Hyderabad)

08 Aug
|
Equentis Wealth Advisory
|
Hyderabad

08 Aug

Equentis Wealth Advisory

Hyderabad

Roles and Responsibilities

- Develop sales plans to achieve revenue targets by acquiring new HNI clients and increasing wallet share from existing ones.

- Identify recent business opportunities through networking, referrals, and market research to expand the client base.

- Provide investment advisory services to HNI clients, including portfolio management and wealth creation strategies.

- Manage relationships with High Net Worth Individuals (HNIs) to understand their financial goals and objectives.

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

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