MUMBAI · FULLTIME
Equity Advisor
Equentis Wealth Advisory Services Pvt Ltd
Mumbai · onsite · Posted 20d ago
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₹2.0L - ₹5.5L PA2–6 yrsfulltimeMumbai
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Section · 01
About this role
Roles and Responsibilities
- Provide expert advice on equity, mutual funds, and investment products to clients.
- Identify new business opportunities through cold calling, networking, and market research.
- Develop strong relationships with existing clients to increase sales revenue.
- Stay updated with industry trends and regulatory changes to provide informed guidance.
Desired Candidate Profile
- 2-6 years of experience in equity sales or related field (equity advisory, equity broking).
- Strong understanding of equity markets, including stock analysis and portfolio management.
- Excellent communication skills for effective client interaction and relationship-building.
- Ability to work independently as well as part of a team environment.
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Section · 02
Skills
Mutual FundsEquityEquity SalesInvestment
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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