Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 14609617

    Equentis Wealth Advisory Services Pvt Ltd logo

    Equity Advisor

    Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 53d ago

    ₹4.0L - ₹9.0L PA3–7 yrsfulltimeSourced fromNaukri

    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 logo

    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

    Find them on

    WebsiteLinkedInAmbitionBox reviews

    Equity Advisor · waiting for your command