Wealth Advisor (Mumbai)

Wealth Advisor (Mumbai)

15 Oct
|
Equentis Wealth Advisory
|
Mumbai

15 Oct

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities

- Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, financial planning, and wealth management solutions.

- Identify recent business opportunities through networking, referrals, and market research to expand the client base.

- Develop strong relationships with existing HNIs to increase sales revenue from existing accounts.

- Collaborate with internal teams such as product specialists to provide comprehensive solutions for clients' needs.

- Stay up-to-date on industry trends and regulatory changes to maintain expertise in mutual funds, investment products, and financial services.

📌 Wealth Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai

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