Equity Advisor

Credicus Business Services; Pune District; On-site; INR 250,000 - 500,000; Full time

Job summary

Credicus Business Services in Pune is seeking an Equity Advisor to handle customer orders and provide advisory support for AUM product penetration. The role focuses on guiding clients through investment choices and building wealth management strategies.

The position requires UG graduates with an interest in asset and wealth management, offering opportunities to engage with a wide range of financial products and client segments.

Qualifications

• UG: Any Graduate is required.
• Responsibilities include placing orders on behalf of customers, providing advisory services for AUM product penetration, and cross-selling third party investment products.

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)

Education

UG: Any Graduate

Job description

Equity Advisor

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)

Role Category

Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with '' are preferred keyskills

Company Info

Address: Pune

PCG Dealer -Private Client Group / Equity Advisor / Equity Dealer