07 Nov
|
Equentis Wealth Advisory
|
India
07 Nov
Equentis Wealth Advisory
India
Roles and Responsibilities
Provide expert advice on equity markets, products, and services to clients.
Develop and maintain robust relationships with existing clients through regular communication and follow-ups.
Identify recent business prospects by acquiring High Net Worth Individuals (HNIs) for the company's stock broking services.
Manage client portfolios by providing investment advisory services, including portfolio management and risk assessment.
Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
📌 Equity Advisor Mumbai (India)
🏢 Equentis Wealth Advisory
📍 India