E
Equentis Wealth Advisory
Mutual Fund Advisor
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹300,000 – ₹500,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
29 August 2026
What they need
Roles and Responsibilities
- Provide expert advice on mutual funds, fixed deposits, bonds, insurance products, equity sales, financial advisory services to clients.
- Develop and maintain strong relationships with existing clients through regular communication and follow-ups.
- Identify new business opportunities by prospecting for potential customers and generating leads.
- Meet or exceed monthly targets set by the company for sales performance.
- Stay up-to-date with market trends and regulatory changes in the financial industry.
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