Investment Advisor
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 35d ago
₹3.5L - ₹5.5L PA3–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Desired Candidate Profile
- 3-6 years of experience in Wealth Management or related field like Financial Advisory Services or Mutual Funds Sales.
- Strong knowledge of Investment Products including Equity Sales, Mutual Funds, NISM Certification etc. .
- Excellent communication skills with ability to build strong relationships with HNI Clients.
- Proven track record of meeting sales targets consistently over time.
Sourced from naukri
Skills
Mutual Funds SalesNISMInvestment ProductsUltra HniHNIMutual FundsFinancial AdvisoryWealth ManagementFinancial Products SalesInvestment AdvisorySalesHNI AcquisitionHNI SalesEquity SalesOutbound SalesHNI 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
₹3.5L – ₹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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