Equity Advisor @Motilal Oswal

Credicus Business Services; Ahmedabad District, Surat, Vadodara; On-site; INR 300,000 - 600,000; Full time

Job summary

Credicus Business Services in Ahmedabad is seeking an Equity Advisor to provide investment guidance and execute client buy/sell orders. You will grow assets under management through advisory and portfolio management, and cross-sell products such as mutual funds and insurance.

Ideal candidate has 1+ year experience in equity advisory or wealth management, strong communication and relationship skills, and NISM certification is a plus.

Qualifications

• Graduate with 1+ years of equity advisory, stock broking, or wealth management experience.
• Good knowledge of equity markets and financial products.
• Strong communication and sales skills.
• NISM certification will be an added advantage.

Responsibilities

• Provide equity advisory and investment solutions to clients.
• Execute client buy/sell orders accurately and on time.
• Grow AUM through advisory and portfolio management.
• Cross-sell financial products such as Mutual Funds, Insurance, PMS, SIPs, Bonds, FDs, AIFs.
• Acquire new clients and maintain strong relationships with existing clients.
• Conduct client meetings and provide regular investment updates.

Skills

Communication

Relationship management

Sales skills

Education

Graduate

NISM certification

Job description

Job Title: Equity Advisor

Roles & Responsibilities

• Provide equity advisory and investment solutions to clients.
• Execute client buy/sell orders accurately and on time.
• Grow AUM through advisory and portfolio management.
• Cross-sell financial products such as Mutual Funds, Insurance, PMS, SIPs, Bonds, FDs, AIFs.
• Acquire new clients and maintain strong relationships with existing clients.
• Conduct client meetings and provide regular investment updates.

Preferred Candidate

• Graduate with 1+ years of experience in Equity Advisory, Stock Broking, or Wealth Management.
• Good knowledge of equity markets and financial products.
• Strong communication, relationship management, and sales skills.
• NISM certification will be an added advantage.