05 Sep
|
Equentis Wealth Advisory
|
Mumbai
05 Sep
Equentis Wealth Advisory
Mumbai
Roles and Responsibilities
- Provide expert advice on equity markets, products, and services to clients.
- Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
- Identify recent business opportunities by acquiring High Net Worth Individuals (HNIs) for the company's stock broking services.
- Manage client portfolios by providing investment advisory services, including portfolio management and risk assessment.
- Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
📌 Equity Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai