E
Equentis Wealth Advisory
Equity Relationship Manager
1 month ago
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Important information
Contract type:
Permanent
Salary:
₹300,000 – ₹800,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
17 September 2026
What they need
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through cross-selling and upselling of mutual funds, equities, structured products, and third-party products.
- Provide investment advisory services to HNIs on various asset classes such as stocks, bonds, real estate, commodities etc.
- Handle client queries related to portfolio management and wealth creation strategies.
- Identify opportunities for business growth by acquiring new HNI clients and expanding existing relationships.
- Collaborate with internal teams to ensure seamless delivery of financial solutions.
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