Equity Advisor

Credicus Business Services; Nagpur District; On-site; INR 180,000 - 320,000; Full time

Job summary

Credicus Business Services in Nagpur seeks a client-focused professional to handle trading orders and provide advisory services within wealth management, focusing on AUM product penetration and cross-selling a broad range of investment products.

The role also emphasizes new client acquisition and retention, building long-term relationships and delivering sound financial guidance in a competitive market.

Qualifications

• Experience in wealth management advisory and client relationship building.
• Ability to identify and cross-sell investment products across asset classes.
• Strong communication and advisory skills to explain complex financial products to clients.

Responsibilities

• Placing orders on behalf of customers.
• Providing advisory services- AUM product penetration.
• Cross selling of third party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP).
• New Client Acquisition & retention.

Skills

AUM product penetration

Cross selling

Client acquisition

Education

UG: Any Graduate

Job description

• Placing orders on behalf of customers
• Providing advisory services- AUM product penetration
• Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP
• New Client Acquisition & retention

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Company Info

Address: Nagpur