Job highlights

- 2-6 years experience in financial services with expertise in equity sales and wealth management

- Provide expert advice on investment products, acquire HNI clients, manage portfolios, and resolve client queries

Roles and Responsibilities

- Provide expert advice on equity, mutual funds, sales, TPP, wealth management, investment products, portfolio management, investment advisory, financial advisory, and advisory services to clients.

- Identify recent business opportunities through HNI sales and develop strategies to acquire high net worth individuals (HNIs) as clients.

- Develop strong relationships with existing clients by providing exceptional service and ensuring their satisfaction with our offerings.





- Collaborate with internal teams to resolve client queries and issues in an efficient manner.

- Stay up-to-date with market trends and industry developments to maintain a competitive edge.

Desired Candidate Profile

- 2-6 years of experience in the financial services sector with a focus on equity sales or wealth management.

- Strong understanding of various investment products such as mutual funds, equities, bonds etc. .

- Excellent communication skills for effective interaction with clients at all levels.

- Ability to work independently as well as part of a team environment.

📌 Equity Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai