Equentis Wealth Advisory
Retention Executive
Skills
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹200,000 – ₹550,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
22 August 2026
What they need
Job Summary
Manage and grow relationships with HNI and affluent clients by understanding their financial goals and providing suitable investment and wealth-management solutions.
Key Responsibilities
- Build and maintain strong client relationships.
- Understand client needs, risk profile, and investment objectives.
- Recommend suitable investment and wealth solutions.
- Monitor portfolios and conduct regular client reviews.
- Drive AUM growth, client retention, and revenue.
- Identify cross-sell and up-sell opportunities.
- Ensure excellent client service and regulatory compliance.
Requirements
- Graduate in Finance, Business, Economics, or a related field.
- 25 years of experience in wealth management, financial advisory, or relationship management.
- Strong knowledge of financial markets and investment products.
- Excellent communication, relationship-management, and sales skills.
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