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988 Credicus Jobs

Equity Advisor

1-5 years

₹ 3 - 6.5L/yr

Mumbai Suburban, Navi Mumbai, Mumbai

20 vacancies

Equity Advisor

Credicus

posted 5d ago

Job Description

Job Title: Equity Advisor

Roles & Responsibilities:

  1. Execute orders on behalf of clients based on their investment preferences and strategies.
  2. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios.
  3. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company.
  4. Acquire new clients while maintaining and building strong, lasting relationships with existing clients.
  5. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement.

Preferred Candidate Profile:

  • Knowledgeable in equity markets and financial products.
  • Strong sales and relationship-building skills.
  • Ability to communicate complex financial concepts clearly to clients.
  • Experience in client acquisition and retention strategies.

How to Apply:
To schedule an interview, please send your CV via WhatsApp to HR Rutuja-7796426801


Employment Type: Full Time, Permanent

Read full job description

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What people at Credicus are saying

What Credicus employees are saying about work life

based on 47 employees
54%
93%
75%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
View more insights

Credicus Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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