30 Aug
|
Equentis Wealth Advisory
|
India
30 Aug
Equentis Wealth Advisory
India
Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and grow existing ones.
Provide personalized investment advice to HNI clients, ensuring alignment with their financial goals and risk tolerance.
Identify cross-selling prospects for various products such as insurance, fixed deposits, mutual funds, PMS, AIFs, structured products, stock broking services, etc.
Develop and maintain a deep understanding of client needs through regular communication and relationship-building activities.
Collaborate with internal teams to resolve client queries and issues in an productive manner.
📌 Wealth Manager Mumbai (India)
🏢 Equentis Wealth Advisory
📍 India