Roles and Responsibilities :

- Provide expert advice on equity products such as demat, equity derivatives, mutual funds, PMS (Portfolio Management Services), and stock market trends to clients.
- Identify new business opportunities through cross-selling and upselling of existing services to existing clients.
- Manage client relationships by providing exceptional customer service and ensuring timely resolution of queries related to equity sales and dealing.
- Collaborate with internal teams to achieve sales targets and improve overall revenue growth.

Job Requirements :

- 1-7 years of experience in equity advisory or broking industry.
- Robust knowledge of commodities, equity derivatives, mutual funds, NISM certification (Series VI & VIII).
- Excellent communication skills for effective client interaction and relationship management.

📌 Equity Advisor (Bengaluru)
🏢 Credicus Business Services
📍 Bengaluru