Role & responsibilities
Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.
Identify and acquire recent clients for equity, derivatives, and other investment products.
Assist clients with account opening formalities and onboarding processes.
Maintain regular contact with clients to understand their investment needs and provide suitable product recommendations.
Stay updated on market movements, research reports, and current product offerings.
Responsible for delivering Webinar & Seminar on various financial products.
Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products
Stay updated on market movements, research reports, and current product offerings
📌 Investment Advisor Ahmedabad (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.