Equity Advisor Mumbai

10 Sep

Equentis Wealth Advisory

Mumbai

10 Sep

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities
Provide expert advice on equity markets, products, and services to clients.
Develop and maintain solid relationships with existing clients through regular communication and follow-ups.
Identify current 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

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