Roles & 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 recent clients and maintain strong relationships with existing clients.
Conduct client meetings and provide regular investment updates.
Preferred Candidate
Graduate with 1+ years of experience in Equity Advisory, Stock Broking, or Wealth Management.
Valuable knowledge of equity markets and financial products.
Robust communication, relationship management, and sales skills.
NISM certification will be an added advantage.
📌 Equity Advisor @motilal Oswal Mumbai (India)
🏢 Credicus Business Services
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.