Equity Relationship Manager
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 34d ago
₹3.0L - ₹8.0L PA2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through cross-selling and upselling of mutual funds, equities, structured products, and third-party products.
- Provide investment advisory services to HNIs on various asset classes such as stocks, bonds, real estate, commodities etc.
- Handle client queries related to portfolio management and wealth creation strategies.
- Identify opportunities for business growth by acquiring new HNI clients and expanding existing relationships.
- Collaborate with internal teams to ensure seamless delivery of financial solutions.
Sourced from naukri
Skills
NISMCross SellingThird Party ProductsStructured ProductsPMSHNIMutual FundsThird PartyFinancial AdvisoryInside SalesPortfolio ManagementTPPMFWealth ManagementInvestment AdvisorySalesEquityHNI AcquisitionHNI SalesStockHNI Client Handling
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
₹3L – ₹8L 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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