- 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 new clients and maintain robust 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.
- Good knowledge of equity markets and financial products.
- Strong communication, relationship management, and sales skills.
- NISM certification will be an added advantage.
Take the Next Step Apply Now !
To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.
More Detail Contact
HR Priyanka A- (phone hidden)
📌 Equity Advisor @Motilal Oswal (New Delhi)
🏢 Credicus Business Services
📍 New Delhi
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