MUMBAI · FULLTIME
Equity Advisor
Equentis Wealth Advisory Services Pvt Ltd
Mumbai · onsite · Posted 34d ago
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₹2.0L - ₹5.5L PA3–6 yrsfulltimeMumbai
About a minute. You'll make an account on the way through.
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- Read this posting0.5s
- Found the form on Naukri · 9 questions to answer1.2s
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Section · 01
About this role
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 new 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.
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Section · 02
Skills
Equity AdvisoryAdvisoryMutual FundsFinancial AdvisoryClient AcquisitionWealth ManagementInvestment AdvisorySalesEquityHNI AcquisitionEquity SalesStock MarketAdvisory Services
Section · Company
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
₹2L – ₹5.5L 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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