Equity Advisor
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 60d ago
Undisclosed2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Key Responsibilities
- Understand clients financial goals, risk profiles, and investment needs.
- Recommend suitable investment, insurance, and wealth-management products.
- Manage and review client investment portfolios regularly.
- Build and maintain long-term relationships with high-net-worth and retail clients.
- Identify new business opportunities and acquire new clients.
- Provide market updates and financial guidance to clients.
- Coordinate with investment and operations teams to ensure smooth service.
- Maintain accurate client records and follow regulatory and compliance requirements.
- Key Skills
- Strong communication and relationship-management skills.
- Knowledge of financial markets and investment products.
- Sales and business-development ability.
- Analytical and problem-solving skills.
- Client-focused approach and professionalism.
Sourced from naukri
Skills
Insurance SalesRetail SalesConsultative SalesUpsellingInside SalesBusiness DevelopmentDirect SalesMF SalesCredit CardsSalesB2C SalesTele / Inside SalesOutbound SalesInsurance
About Equentis Wealth Advisory Services
Equentis Wealth Advisory Services Pvt Ltd
Financial Services
530
employees
2009
17 years old
Mumbai, Maharashtra
India
₹7.1L PA avg
Avg at Equentis Wealth Advisory Services
About
Equentis Wealth Advisory offers non-discretionary equity investment guidance and research, addressing investor challenges of fear and greed in the equity market.
Industries
Financial Services
Employee ratings
10 reviews
3.1/ 5
Culture
2.0
Career growth
1.8
Work-life
2.0
Employees rate it well for
Compensation & Benefits32Skill Development32
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