01 Sep
|
Equentis Wealth Advisory
|
Mumbai
01 Sep
Equentis Wealth Advisory
Mumbai
Roles and Responsibilities
Provide expert advice on equity investments to clients, ensuring alignment with their financial goals and risk tolerance.
Conduct thorough analysis of market trends, economic indicators, and company performance to make informed recommendations.
Develop and maintain solid relationships with existing clients through regular communication, updates, and reporting.
Identify current business opportunities by prospecting for potential clients and expanding the client base through referrals.
Collaborate with internal teams to ensure seamless execution of transactions, settlements, and other services.
📌 Equity Advisor Mumbai
🏢 Equentis Wealth Advisory
📍 Mumbai