Job Role: Equity Advisor

Key Responsibilities:

Execute buy and sell orders on behalf of clients in a timely and accurate manner.

Provide investment advisory services and promote Asset Under Management (AUM) products based on clients' financial goals and risk profiles.

Cross-sell third-party investment and financial products, including:

Insurance

Mutual Funds (MF)

Portfolio Management Services (PMS)

Systematic Investment Plans (SIPs)

TGS

Alternative Investment Funds (AIF)

Bonds

Fixed Deposits (FD)

Unlisted Shares

Investment Advisory Products (IAP)

Other financial products and services offered by MOFSL

Acquire new clients through referrals, networking, and business development activities while ensuring long-term client retention.





Conduct regular client meetings to understand investment needs, provide portfolio reviews, and build solid client relationships.

Monitor market trends and provide timely investment recommendations to clients.

Ensure high standards of customer service by addressing client queries and maintaining ongoing engagement.

Achieve individual sales, revenue, and AUM growth targets while adhering to regulatory and company compliance guidelines.

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HR Rutuja (phone hidden)

📌 Equity Advisor (Navi Mumbai)
🏢 Credicus Business Services
📍 Navi Mumbai