Retention Executive
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 61d ago
₹2.0L - ₹5.5L PA2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
Manage and grow relationships with HNI and affluent clients by understanding their financial goals and providing suitable investment and wealth-management solutions.
Key Responsibilities
- Build and maintain strong client relationships.
- Understand client needs, risk profile, and investment objectives.
- Recommend suitable investment and wealth solutions.
- Monitor portfolios and conduct regular client reviews.
- Drive AUM growth, client retention, and revenue.
- Identify cross-sell and up-sell opportunities.
- Ensure excellent client service and regulatory compliance.
Requirements
- Graduate in Finance, Business, Economics, or a related field.
- 25 years of experience in wealth management, financial advisory, or relationship management.
- Strong knowledge of financial markets and investment products.
- Excellent communication, relationship-management, and sales skills.
Sourced from naukri
Skills
Insurance SalesRetail SalesCross SellingUpsellingTarget AchievementClient RetentionInside SalesSelling SkillsBusiness DevelopmentClient AcquisitionConvincing PowerSalesNew Client AcquisitionB2C SalesTele / Inside SalesBpo Sales
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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