Equity Advisor @Motilal Oswal

Credicus Business Services; Bengaluru; On-site; INR 400,000 - 700,000; Full time

Job summary

Credicus Business Services in Bengaluru is seeking an Equity Advisor to provide equity advisory and investment solutions to a diverse client base. You will execute buy/sell orders accurately and on time while building trust through informed advice.

You will grow assets under management through proactive portfolio management and cross-sell products such as Mutual Funds, Insurance, PMS, SIPs, Bonds, FDs and AIFs. Regular investment updates and client meetings are part of the role.

Qualifications

• Graduate with 1+ years of experience in Equity Advisory, Stock Broking, or Wealth Management.
• Strong knowledge of equity markets and financial products.
• Excellent communication and relationship-building skills.

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

Equity advisory

Stock broking

Wealth management

Education

Graduate

Job description

Job Title: Equity Advisor

• 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.