Equity Advisor

Credicus Business Services; Hyderabad; On-site; INR 350,000 - 550,000; Full time

Job summary

Credicus Business Services is seeking an Equity Advisor to provide advisory and investment solutions to clients in Hyderabad. The role focuses on executing buy/sell orders accurately and on time, growing assets under management, and cross-selling a range of financial products including mutual funds, insurance, PMS, SIPs, and bonds.

The ideal candidate will have 1+ year of experience in equity advisory or wealth management, strong market knowledge, and excellent communication and

Qualifications

• 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.

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.

Skills

Strong communication

Relationship management

Sales skills

Equity markets knowledge

Education

Graduate

Job description

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.