Equity Advisor

Equentis Wealth Advisory; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai is seeking an experienced investment advisor to deliver expert equity guidance aligned with each client’s financial goals and risk tolerance.

You will analyze market trends, assess company performance, and prepare informed recommendations; build and maintain strong client relationships through regular updates and reporting; and collaborate with internal teams to ensure seamless execution of transactions and settlements.

Responsibilities

• Provide expert advice on equity investments to clients, ensuring alignment with their financial goals and risk tolerance.
• Conduct thorough analysis of market trends, economic indicators, and company performance to make informed recommendations.
• Develop and maintain strong relationships with existing clients through regular communication, updates, and reporting.
• Identify new business opportunities by prospecting for potential clients and expanding the client base through referrals.
• Collaborate with internal teams to ensure seamless execution of transactions, settlements, and other services.

Job description

Roles and Responsibilities

• Provide expert advice on equity investments to clients, ensuring alignment with their financial goals and risk tolerance.
• Conduct thorough analysis of market trends, economic indicators, and company performance to make informed recommendations.
• Develop and maintain strong relationships with existing clients through regular communication, updates, and reporting.
• Identify new business opportunities by prospecting for potential clients and expanding the client base through referrals.
• Collaborate with internal teams to ensure seamless execution of transactions, settlements, and other services.