Roles and Responsibilities
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 current business leads by acquiring recent clients and expanding existing ones through referrals and networking.
📌 Walk In Drive Equity Advisory, Mutual Funds, Insurance Mumbai (India)
🏢 Equentis Wealth Advisory
📍 India
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