Walk-in || Mutual Fund Advisor
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 1d ago
₹3.0L - ₹6.5L PA2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities
- Provide investment advisory services to clients on mutual funds, bonds, SIPs, and other financial products.
- Generate revenue through sales of MF schemes and cross-selling opportunities.
- Cross-sell third-party products such as FDs, TPPs, structured products, and HNI acquisitions.
- Manage client relationships by providing regular updates on portfolio performance and offering personalized solutions.
- Meet monthly targets set by the company for new business generation.
Sourced from naukri
Skills
Cross SellingThird Party ProductsStructured ProductsSIPInvestment ProductsB2BB2CFinancial ProductsMutual FundsTPPMFInvestment AdvisoryBondsFDSalesHNI Acquisition
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 – ₹6.5L 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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