21 Sep
|
Equentis Wealth Advisory
|
Mumbai
21 Sep
Equentis Wealth Advisory
Mumbai
Role: Wealth Advisor
Key Responsibilities:
Manage and grow relationships with HNI/Affluent clients.
Understand client financial goals and provide investment solutions.
Advise on mutual funds, equities, insurance, bonds, and wealth products.
Conduct portfolio reviews and recommend investment strategies.
Acquire current clients and increase Assets Under Management (AUM).
Ensure compliance with regulatory and company policies.
Requirements:
Graduate in Finance, Commerce, Business, or related field.
25 years of experience in Wealth Management, Financial Advisory, or Banking.
Solid knowledge of investment products and financial markets.
Excellent communication, relationship management, and sales skills.
KPIs:
AUM growth
Revenue generation
Client acquisition and retention
Cross-selling of wealth products
📌 Business Development Executive Mumbai
🏢 Equentis Wealth Advisory
📍 Mumbai