05 Nov
|
Equentis Wealth Advisory
|
India
05 Nov
Equentis Wealth Advisory
India
Roles and Responsibilities
Meet sales targets set by the organization while maintaining a robust focus on customer service.
Handle HNI client handling responsibilities including portfolio management and wealth creation strategies.
Identify current business opportunities by cold calling potential clients and generating leads.
Manage client relationships through regular meetings, calls, and emails to ensure high levels of satisfaction.
Provide expert advice on mutual funds, third-party products, and other investment options to clients.
📌 Mutual Fund Associate Mumbai (India)
🏢 Equentis Wealth Advisory
📍 India