Role & responsibilities

Proven experience in wealth management, banking, or financial services.

Strong client acquisition and relationship management skills.

Experience handling affluent or high-net-worth individuals (HNI clients preferred).

Experience terminal Handling and order punching on behalf of clients.

Positive understanding of financial products like Mutual Funds, Insurance, Bond and Equity.

Excellent communication, negotiation, and interpersonal skills.

Ability to generate leads and convert prospects into long-term clients.

Market awareness and analytical ability to advise clients effectively

Preferred candidate profile

Proven experience in wealth management, banking, or financial services.

Strong client acquisition and relationship management skills.

Experience handling affluent or high-net-worth individuals (HNI clients preferred).

Good understanding of financial products like Mutual Funds, Insurance, Bond and Equity.

Excellent communication, negotiation, and interpersonal skills.

Ability to generate leads and convert prospects into long-term clients.

Market awareness and analytical ability to advise clients effectively.

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