Equity Advisor (Navi Mumbai)

Equity Advisor (Navi Mumbai)

06 Aug
|
Credicus Business Services
|
Navi Mumbai

06 Aug

Credicus Business Services

Navi Mumbai

Roles and Responsibilities :

- Provide expert advice on equity products such as equities, derivatives, commodities, and currencies to clients.
- Cross-sell other financial products like insurance, mutual funds, and fixed deposits to existing clients.
- Manage client relationships by understanding their investment goals and providing tailored solutions.
- Meet sales targets through effective cross-selling strategies.

Job Requirements :

- 1-10 years of experience in equity broking or related field (equity advisory).
- Robust knowledge of equity derivatives, equity trading, and demat services.
- Excellent communication skills for effective client interaction and relationship management.

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

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