14 Nov
|
Equentis Wealth Advisory
|
Mumbai
14 Nov
Equentis Wealth Advisory
Mumbai
Job highlights
- Experience in wealth management and investment advisory for High Net Worth Individuals
- Manage and grow HNI client relationships, provide personalized investment advice, and collaborate with teams to resolve queries
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire current clients and grow existing ones.
- Provide personalized investment advice to HNI clients, including portfolio management and product sales.
- Develop strong understanding of client needs through regular communication and relationship building.
- Collaborate with internal teams to resolve client queries and issues.
📌 Wealth Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai