MUMBAI · FULLTIME
Wealth Advisor
Equentis Wealth Advisory Services Pvt Ltd
Mumbai · onsite · Posted 20d ago
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₹1.0L - ₹4.5L PA1–6 yrsfulltimeMumbai
About a minute. You'll make an account on the way through.
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- Read this posting0.7s
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Section · 01
About this role
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
- Provide personalized investment advice to HNI clients, including portfolio management and product sales.
- Develop strong understanding of client needs through regular communication and relationship building.
- Collaborate with internal teams to resolve client queries and issues.
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Section · 02
Skills
Wealth ManagementEquityInvestment
Section · Company
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 – ₹4.5L 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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