Equity Advisor

3 days ago

Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Roles and Responsibilities

  • Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs through personalized financial planning, investment advisory, and wealth management services.
  • Identify new business opportunities by prospecting for potential clients and building relationships with existing ones to increase revenue growth.
  • Provide expert advice on various investment products such as mutual funds, equity advisory, inside sales, outbound sales, b2c sales, hni sales, nism certification is required.
  • Develop strong communication skills to effectively communicate complex financial concepts to clients in a clear and concise manner.
  • Meet or exceed monthly targets set by the organization while maintaining high levels of customer satisfaction.

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