B2C-Inside Sales

Job Summary:
Responsible for providing personalized financial and investment advisory services to clients, understanding their financial goals, recommending suitable investment products, managing client portfolios, and developing long-term wealth management relationships.

Key Responsibilities:

- Understand clients financial goals, risk appetite, investment horizon, and financial needs.
- Provide personalized wealth management and investment advice.
- Recommend suitable investment products such as mutual funds, equities, bonds, insurance, PMS, AIFs, and other financial products.
- Develop and manage a portfolio of high-net-worth and retail clients.
- Monitor client portfolios and provide periodic investment reviews.
- Generate recent business through referrals, networking, and client acquisition.
- Build and maintain long-term relationships with clients.
- Ensure proper KYC, documentation, suitability, and regulatory compliance.
- Track market trends and provide relevant investment insights to clients.
- Achieve revenue, AUM, and business development targets.
- Coordinate with product, research, operations, and compliance teams.
- Maintain accurate client records and prepare portfolio/MIS reports.

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