- Place equity orders on behalf of clients.
- Provide investment advice based on clients' financial goals and risk profile.
- Cross-sell financial products such as Mutual Funds, SIPs, PMS, Insurance, Bonds, Fixed Deposits, AIFs, Unlisted Shares, and other investment solutions.
- Acquire current clients and build long-term relationships.
- Retain existing clients by providing quality service and regular follow-ups.
- Meet clients to understand their investment needs and offer suitable financial solutions.
- Grow Assets Under Management (AUM) by increasing client investments.
- Stay updated with market trends and investment opportunities.
📌 Equity Advisor (Bengaluru)
🏢 Credicus Business Services
📍 Bengaluru
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