Wealth Advisor
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 1d ago
₹2.0L - ₹7.0L PA2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Desired Candidate Profile
- 2-7 years of experience in wealth management or related field (investment advisory, HNI client handling).
- Strong understanding of mutual funds, investment products, and financial markets.
- Excellent communication skills for effective relationship-building with clients.
- Ability to work independently as well as part of a team environment.
Sourced from naukri
Skills
AdvisoryInvestment ProductsHNIMutual FundsFinancial AdvisoryPortfolio ManagementWealth ManagementInvestment AdvisorySalesHNI AcquisitionHNI 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
₹2L – ₹7L 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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