Job highlights

- Experience in advisory services for equity, mutual funds, PMS, and HNI client handling

- Provide investment advisory, manage HNI clients, develop client relationships, and collaborate with teams to deliver financial solutions

Roles and Responsibilities

- Provide advisory services to clients on equity, mutual funds, stocks, PMS, MF, portfolio management, investment products, HNI client handling, third party products, investment advisory, wealth management, HNI acquisition, cross selling, AIF, and cross sales.

- Handle high net worth individual (HNI) clients and generate revenue through effective sales strategies.

- Develop strong relationships with existing clients to increase retention rates and identify current business opportunities.

- Collaborate with internal teams to ensure seamless delivery of financial solutions to customers.

- Stay updated with market trends and regulatory changes to provide expert advice to clients.

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