01 Sep
|
Equentis Wealth Advisory
|
Hyderabad
01 Sep
Equentis Wealth Advisory
Hyderabad
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
- Provide advisory services on investment products such as Equity, Mutual Funds, Bonds, AIFs, Structured Products, PMS & MF, Life Insurance, Health Insurance etc.
- Identify cross-selling opportunities for various financial products through effective communication with HNI customers.
- Develop a deep understanding of customer needs and preferences to provide tailored solutions.
- Meet sales targets by acquiring current HNI clients and increasing revenue from existing ones.
📌 Wealth Advisor (Hyderabad)
🏢 Equentis Wealth Advisory
📍 Hyderabad