Senior Equity Advisor (Ahmedabad)

Senior Equity Advisor (Ahmedabad)

07 Aug
|
Credicus Business Services
|
Ahmedabad

07 Aug

Credicus Business Services

Ahmedabad

Position: PCG Equity Advisor

Key Responsibilities:

- Advise Super HNI clients on Equity, Derivatives, Currency, and Commodity markets.
- Manage client portfolios with a book size of 25 Lakhs & above.
- Generate revenue through investment advisory and client activation.
- Acquire recent clients and maintain strong relationships with existing clients.
- Cross-sell Mutual Funds, PMS, Insurance, and other investment products.
- Resolve client queries and ensure timely service.
- Conduct portfolio reviews and recommend suitable investment solutions.
- Achieve business targets while delivering excellent client service.

How to Apply:
To schedule an interview, please send your CV via WhatsApp to

HR Komal: (phone hidden)

📌 Senior Equity Advisor (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad

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