07 Nov
|
Equentis Wealth Advisory
|
Mumbai
07 Nov
Equentis Wealth Advisory
Mumbai
Roles and Responsibilities
Provide expert advice on equity markets, including market trends, investment strategies, and portfolio management.
Develop and maintain solid relationships with clients to understand their financial goals and objectives.
Identify recent business opportunities through networking, referrals, and prospecting to drive revenue growth.
Collaborate with internal teams to develop customized wealth management solutions for high net worth individuals (HNIs).
Stay up-to-date with industry regulations and compliance requirements to ensure adherence to best practices.
📌 Equity Advisor Mumbai
🏢 Equentis Wealth Advisory
📍 Mumbai