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Equity Advisor

Equentis Wealth Advisory

2 - 5 years

Mumbai

Posted:1 week ago

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Job Description

Roles and Responsibilities

  • Provide expert advice on equity markets, financial products, and investment strategies to clients.
  • Develop strong relationships with existing clients through regular communication and exceptional customer service.
  • Identify new business opportunities by networking within the community and building referral networks.
  • Meet sales targets set by the organization while maintaining high levels of professionalism.
  • Sell equity market services such as broking, demat accounts, IPOs, mutual funds, PMS, AIFs, structured products etc.

Skills Required

Client Relationship Management Investment Advisory Investment Products Financial Analysis Sales B2C Direct Sales Financial Products

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Job Type

Full Time

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