Equity Advisor
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 53d ago
₹4.0L - ₹9.0L PA3–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities
- Provide expert advice on equity markets, products, and services to clients.
- Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
- Identify new business opportunities by acquiring High Net Worth Individuals (HNIs) for the company's stock broking services.
- Manage client portfolios by providing investment advisory services, including portfolio management and risk assessment.
- Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
Sourced from naukri
Skills
Equity AdvisoryNISMAdvisoryPMSMFInvestment AdvisoryInvestment PortfolioSalesEquityHNI AcquisitionDematEquity SalesDmatStock BrokingShare MarketStock MarketStockAdvisory Services
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
₹4L – ₹9L PA
This role
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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