Investment Advisor

2 days ago


Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 1,20,000 - ₹ 3,60,000 per year

Roles and Responsibilities

  • Provide investment advisory services to high net worth individuals (HNIs) on various financial products such as mutual funds, insurance, and other investment instruments.
  • Identify new business opportunities through networking, referrals, and market research to acquire new HNI clients.
  • Develop and maintain strong relationships with existing clients by providing exceptional customer service and ensuring timely resolution of their queries.
  • Collaborate with internal teams to resolve client issues related to product sales or servicing.
  • Stay updated with industry trends, regulations, and best practices in the field of finance.

Desired Candidate Profile

  • 2-7 years of experience in B2C sales, financial advisory, HNI acquisition, HNI sales, investment advisory, mutual funds sales, NISM certification (MF), or similar roles.
  • Strong understanding of investment products including mutual funds, insurance policies etc. .
  • Excellent communication skills for effective interaction with HNIs at all levels.

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