Walk in Drive- Equity Advisory, Mutual Funds, Insurance

Equentis Wealth Advisory; Mumbai; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai, India, seeks a client relationship manager to understand financial goals through regular meetings, calls, and emails, and to provide bespoke equity advisory, mutual funds, and insurance guidance.

The role drives sales targets while maintaining high customer satisfaction and developing new business through referrals and networking.

Responsibilities

• Manage client relationships through regular meetings, calls, and emails to understand their financial goals and objectives.
• Provide expert advice on equity advisory services, mutual funds, insurance products, and other investment options.
• Meet sales targets set by the company while maintaining high levels of customer satisfaction.
• Develop new business leads by acquiring new clients and expanding existing ones through referrals and networking.

Job description

Roles and Responsibilities

• Manage client relationships through regular meetings, calls, and emails to understand their financial goals and objectives.
  
• Provide expert advice on equity advisory services, mutual funds, insurance products, and other investment options.
  
• Meet sales targets set by the company while maintaining high levels of customer satisfaction.
  
• Develop new business leads by acquiring new clients and expanding existing ones through referrals and networking.