Responsibilities :
Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
Recent Client Acquisition & retention
Client Meeting
- 1-5 years of experience in equity sales, brokerage generation, or related fields.
- Strong understanding of the Indian stock market dynamics and regulations (NISM certification preferred).
- Excellent communication skills for providing financial advice to high net worth individuals.
- Ability to generate revenue through successful cross-selling efforts.
📌 Equity Dealer (Mumbai)
🏢 Credicus Business Services
📍 Mumbai
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