Equity Advisor @InCred Market

Credicus Business Services; New Delhi, Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

Credicus Business Services is seeking a seasoned Retail Distribution RM-Dealing professional in Delhi to support client acquisition and servicing in the retail broking business. You will assist with account openings, trade execution, and cross-selling across equity, derivatives, mutual funds, and other wealth products.

The role requires deep knowledge of equity markets and strong client relationship skills to meet sales targets and deliver webinars and seminars on financial products.

Qualifications

• Graduate/Postgraduate in related field with finance focus.
• NISM Series VIII mandatory and NISM VA preferred as per the job spec.
• Experience in retail broking, client servicing or financial product sales preferred.

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.
• Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products.
• To handle business development vertical along with the key team leaders.
• Stay updated on market movements, research reports, and new product offerings.
• Responsible for delivering Webinar & Seminar on various financial products.

Skills

Equity markets

Mutual funds

Financial products

Communication

Customer service

Attention to detail

Trading platforms

Education

Graduate/Postgraduate in related field

NISM Series VIII mandatory

NISM VA preferred

Tools

MS Office

Trading platforms

Job description

Job Title: Retail Distribution (RM-Dealing)

Department: Retail Distribution & Sales

Experience: 24 years of experience in retail broking, client servicing, or financial product sales.

Education: Graduate/Postgraduate in related field (MBA preferred), NISM Series VIII (mandatory) & NISM VA (Preferred)

Job Summary: To support client acquisition and servicing in the retail broking business by assisting clients with account opening, trade execution, and cross-selling of financial products, ensuring superior client experience and achievement of business targets

Key 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.
• Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products.
• To handle business development vertical along with the key team leaders.
• Stay updated on market movements, research reports, and new product offerings.
• Responsible for delivering Webinar & Seminar on various financial products.

Key Skills

• Understanding of equity markets, mutual funds, and financial products.
• Strong communication and interpersonal skills.
• Customer service-oriented with attention to detail.
• Proficiency in MS Office and trading platforms.
• Ability to work under supervision and meet sales targets.

Contact:

Hr Priyanka: 7875990932