Equity Advisor @InCred Market

Credicus Business Services; Dadri, Greater Noida; On-site; INR 450,000 - 650,000; Full time

Job summary

Credicus Business Services in Dadri, India, is seeking an Equity Advisor to guide clients on investments and place orders with a focus on AUM product penetration. The role emphasizes building strong client relationships and meeting with new and existing customers.

Responsibilities include cross-selling of insurance, mutual funds, PMS, and other third-party products, along with acquiring new clients and retaining them through ongoing advisory support.

Qualifications

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.

Responsibilities

• Placing orders on behalf of customers.
• Providing advisory services- AUM product penetration.
• Cross selling of third party investment products Insurance, MF, PMS.
• New Client Acquisition & retention Client Meeting.

Skills

Strong understanding of financials &市場

Excellent communication

Job description

Job Role: Equity Advisor

• Placing orders on behalf of customers
• Providing advisory services- AUM product penetration
• Cross selling of third party investment products Insurance, MF, PMS
• New Client Acquisition & retention Client Meeting

Required Candidate profile

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.

Hr Priyanka: 7875990932