14 Nov
|
Equentis Wealth Advisory
|
Mumbai
14 Nov
Equentis Wealth Advisory
Mumbai
Job highlights
- Expertise in equity investments and wealth management with strong analytical skills
- Advise clients on equity investments, analyze market trends, maintain client relationships, and identify new business opportunities
Roles and Responsibilities
- Provide expert advice on equity investments to clients, ensuring alignment with their financial goals and risk tolerance.
- Conduct thorough analysis of market trends, economic indicators, and company performance to make informed recommendations.
- Develop and maintain solid relationships with existing clients through regular communication, updates, and reporting.
- Identify new business opportunities by prospecting for potential clients and expanding the client base through referrals.
- Collaborate with internal teams to ensure seamless execution of transactions, settlements, and other services.
📌 Equity Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai