Equity Advisor @Motilal Oswal
Credicus · Jaipur · onsite · Posted 71d ago
₹2.0L - ₹5.5L PA1–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Title: Equity Advisor
Roles & Responsibilities
- 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 strong 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 removed]
Sourced from naukri
Skills
TerminalNism ViiiEquity AdvisoryDealingNISMCross SellingUltra HniMutual FundsThird PartyOrder HandlingPortfolio ManagementClient AcquisitionInvestment AdvisoryEquityHNI AcquisitionEquity BrokingTradingHNI Client Handling
About Credicus

Credicus
Internet
114
employees
2022
4 years old
Pune, Maharashtra
India
₹2.1L PA avg
Avg at Credicus
₹2L – ₹5.5L PA
This role
About
Credicus Business Services Pvt Ltd is a growing outsourcing and recruitment firm connecting job seekers with top employers across BPO, sales, and support sectors.
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