Investment Advisor
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 21d ago
₹1.0L - ₹5.0L PA1–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities
- Provide investment advice to clients based on their risk profile, financial goals, and market trends.
- Develop strong relationships with existing clients through regular communication, ensuring high levels of customer satisfaction.
- Stay up-to-date with industry developments, regulations, and best practices to maintain expertise.
Sourced from naukri
Skills
Wealth ManagementSalesEquity SalesStockInvestment
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
₹1L – ₹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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