Role & responsibilities
Provide equity advisory and investment solutions to clients.
Execute client buy/sell orders accurately and on time.
Grow AUM through advisory and portfolio management.
Cross-sell financial products such as Mutual Funds, Insurance, PMS, SIPs, Bonds, FDs, AIFs.
Acquire current clients and maintain strong relationships with existing clients.
Conduct client meetings and provide regular investment updates.
Preferred candidate profile
Graduate with 1+ years of experience in Equity Advisory, Stock Broking, or Wealth Management.
Positive knowledge of equity markets and financial products.
Robust communication, relationship management, and sales skills.
NISM certification will be an added advantage.
📌 Equity Advisor Kolkata
🏢 Credicus Business Services
📍 Kolkata
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