- Manage client relationships through regular meetings, calls, and emails to understand their financial goals and objectives.
- Provide expert advice on equity advisory services, mutual funds, insurance products, and other investment options.
- Meet sales targets set by the company while maintaining high levels of customer satisfaction.
- Develop new business leads by acquiring current clients and expanding existing ones through referrals and networking.
📌 Walk in Drive- Equity Advisory, Mutual Funds, Insurance (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai
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