Equity Advisor
Business Services · Mumbai · onsite · Posted 46d ago
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
Proven experience in wealth management, banking, or financial services.
Strong client acquisition and relationship management skills.
Experience handling affluent or high-net-worth individuals (HNI clients preferred).
Experience terminal Handling and order punching on behalf of clients.
Good understanding of financial products like Mutual Funds, Insurance, Bond and Equity.
Excellent communication, negotiation, and interpersonal skills.
Ability to generate leads and convert prospects into long-term clients.
Market awareness and analytical ability to advise clients effectively
Preferred candidate profile
Proven experience in wealth management, banking, or financial services.
Strong client acquisition and relationship management skills.
Experience handling affluent or high-net-worth individuals (HNI clients preferred).
Good understanding of financial products like Mutual Funds, Insurance, Bond and Equity.
Excellent communication, negotiation, and interpersonal skills.
Ability to generate leads and convert prospects into long-term clients.
Market awareness and analytical ability to advise clients effectively.
Sourced from naukri
Skills
About Business Services
Business Services
1978
48 years old
Bangalore
India
₹4.5L PA avg
Avg at Business Services
₹3.3L – ₹6.5L PA
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Culture
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Career growth
4.5
Work-life
4.5
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