Sagar Bhaisare
Wealth Management Associate @equentis
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WORK HISTORY
Wealth Management Associate @equentis
Mumbai, IN
Research & RankingAssist in developing and implementing investment strategies tailored to client goals.Prepare financial plans, performance reports, and investment proposals.Conduct market research and portfolio analysis to support advisor recommendations.Serve as a point of contact for client inquiries, ensuring high-quality service.Manage onboarding of new clients, including compliance and documentation.Coordinate with internal departments (e.g, legal, compliance, trading).Maintain CRM systems and ensure up-to-date client data.
ABOUT SAGAR BHAISARE
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