- Provide expert advice on equity products such as demat, equity derivatives, equity trading, HNI acquisition, HNI sales, PMS, terminal operations to clients.
- Identify cross-selling opportunities for other financial services offered by the company.
- Develop robust relationships with existing clients through regular communication and upselling/cross-selling efforts.
- Meet or exceed monthly targets set by management for client acquisition and revenue growth.
Job Requirements :
- 1-10 years of experience in equity broking or related field (equity advisory).
- Strong knowledge of NISM certification requirements for dealing with Equity Derivatives.
- Excellent communication skills with ability to build rapport with high net worth individuals (HNIs) and corporate clients.
📌 Equity Advisor (Maharashtra)
🏢 Credicus Business Services
📍 Maharashtra
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