14 Nov
|
Equentis Wealth Advisory
|
Mumbai
14 Nov
Equentis Wealth Advisory
Mumbai
Job highlights
- Expertise in equity markets and portfolio management with experience in HNI wealth management
- Provide equity market advice, develop client relationships, identify recent business, and create customized wealth solutions
Roles and Responsibilities
- Provide expert advice on equity markets, including market trends, investment strategies, and portfolio management.
- Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Identify current business opportunities through networking, referrals, and prospecting to drive revenue growth.
- Collaborate with internal teams to develop customized wealth management solutions for high net worth individuals (HNIs).
- Stay up-to-date with industry regulations and compliance requirements to ensure adherence to best practices.
📌 Equity Advisor (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai