E
Equentis Wealth Advisory
Equity Advisor
1 month ago
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Important information
Contract type:
Permanent
Salary:
₹400,000 – ₹900,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
8 September 2026
What they need
Roles and Responsibilities
- Provide expert advice on equity markets, products, and services to clients.
- Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
- Identify new business opportunities by acquiring High Net Worth Individuals (HNIs) for the company's stock broking services.
- Manage client portfolios by providing investment advisory services, including portfolio management and risk assessment.
- Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
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