Equity Advisor

Credicus Business Services; Rajkot, Ahmedabad District; On-site; INR 2,000,000 - 4,000,000; Full time

Job summary

Credicus Business Services is seeking an experienced equity advisory professional to place customer orders and provide advisory services. The role emphasizes AUM product penetration and cross selling of third-party investment products.

Preferred candidates include those with 15 years in equity advisory, broking, wealth management, or financial services, and freshers with NISM certification. Strong knowledge of equity markets and trading terminals is required.

Qualifications

• Experience: 15 years of Equity Advisory, Broking, Wealth Management, or Financial Services.
• Freshers with NISM certification may be considered.
• Knowledge of equity markets and terminal handling.

Responsibilities

• Placing orders on behalf of customers.
• Providing advisory services and AUM product penetration.
• Cross selling third party investments (Insurance, MF, PMS, SIPs, Bonds, FD).

Skills

Equity Trading

Demat & Trading Accounts

Mutual Funds

SIPs

PMS

Education

NISM Certification

Tools

Trading Terminal

Job description

Role & 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 )

Preferred candidate profile

Experience:

• 15 years of experience in Equity Advisory, Broking, Wealth Management, or Financial Services,Terminal handling.order punching
• Freshers with NISM certification and strong knowledge of equity markets may also be considered.

Product Knowledge:

• Equity Trading
• Demat & Trading Accounts
• Mutual Funds
• SIPs
• PMS