Equity Advisor

Credicus Business Services; Mumbai, Vadodara; On-site; INR 600,000 - 900,000; Full time

Job summary

Credicus Business Services in Mumbai, India seeks a wealth advisory professional to execute trades and guide clients across equities, derivatives, mutual funds, and other investment products. You will identify and acquire new clients while assisting with onboarding and maintaining ongoing client relationships.

The role requires staying updated on market movements, research, and new products, plus delivering webinars and seminars on financial offerings.

Qualifications

• Experience in wealth management or financial advisory.
• Strong client-facing communication and presentation skills.
• Knowledge of equity, derivatives, mutual funds and other investment products.

Responsibilities

• Execute trades and advise 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 to understand 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.

Skills

Investment guidance

Client acquisition

Relationship management

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