- Provide expert advice on equity derivatives, PMS, demat, and third-party products to clients.
- Acquire current HNI clients through effective dealing and cross-selling strategies.
- Manage client relationships by offering personalized investment solutions and ensuring timely updates on market trends.
- Identify opportunities for upselling and cross-selling terminal services to existing clients.
Job Requirements :
- 1-8 years of experience in equity broking or related field (NISM certification preferred).
- Strong understanding of derivatives trading, stock broking, and equity advisory services.
- Excellent communication skills with ability to build strong relationships with high net worth individuals (HNIs) for successful client acquisition.
📌 Equity Advisor (Kolkata)
🏢 Credicus Business Services
📍 Kolkata
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