25 Oct
|
Equentis Wealth Advisory
|
Mumbai
25 Oct
Equentis Wealth Advisory
Mumbai
Roles and Responsibilities
- Provide expert advice on mutual funds, fixed deposits, bonds, insurance products, equity sales, financial advisory services to clients.
- Develop and maintain solid relationships with existing clients through regular communication and follow-ups.
- Identify new business opportunities by prospecting for potential customers and generating leads.
- Meet or exceed monthly targets set by the company for sales performance.
- Stay up-to-date with market trends and regulatory changes in the financial industry.
📌 Mutual Fund Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai