Equity Advisor

Credicus Business Services Pvt Ltd; Bengaluru; On-site; INR 500,000 - 750,000; Full time

Job summary

Credicus Business Services Pvt Ltd in Bengaluru seeks an investment adviser to execute trades and guide clients across equity, derivatives, mutual funds and other wealth products.

Identify new clients, assist with account openings, maintain ongoing relationships, and deliver webinars on market developments and product offerings.

Responsibilities

• Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Identify and acquire new 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 new product offerings.
• Deliver webinars and seminars on various financial products.
• Handle all wealth products including Equity, Mutual Funds, LI, Bonds, PMS, Commodity, unlisted and other wealth products.
• Stay updated on market movements, research reports, and new product offerings.

Job description

Role & responsibilities

• Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Identify and acquire new 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 new 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 new product offerings