- Manage and grow relationships with HNI/Affluent clients.
- Understand client financial goals and provide investment solutions.
- Advise on mutual funds, equities, insurance, bonds, and wealth products.
- Conduct portfolio reviews and recommend investment strategies.
- Acquire recent clients and increase Assets Under Management (AUM).
- Ensure compliance with regulatory and company policies.
Requirements:
- Graduate in Finance, Commerce, Business, or related field.
- 25 years of experience in Wealth Management, Financial Advisory, or Banking.
- Strong knowledge of investment products and financial markets.
- Excellent communication, relationship management, and sales skills.
KPIs:
- AUM growth
- Revenue generation
- Client acquisition and retention
- Cross-selling of wealth products
📌 Business Development Executive (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai
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