- Provide investment advisory services to high net worth individuals (HNIs) on various financial products such as equities, derivatives, mutual funds, etc.
- Handle trade execution for HNI clients through terminals like NISM-Series VIII - Equity Derivatives Certification.
- Manage portfolios of HNI clients by analyzing market trends and providing recommendations on investment strategies.
- Develop strong relationships with existing clients to increase business opportunities through cross-selling third-party products.
Job Requirements :
- 1-7 years of experience in equity broking or related field.
- Solid knowledge of equity derivatives, investment products, and terminal operations.
- Excellent communication skills for effective HNI client handling.
- Ability to analyze market trends and provide sound investment advice.
📌 Equity Advisor (Noida)
🏢 Credicus Business Services
📍 Noida
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