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