Equity Advisor @Motilal Oswal

Credicus Business Services; Mumbai; On-site; INR 350,000 - 600,000; Full time

Job summary

Credicus Business Services in Mumbai seeks an Equity Advisor to provide equity advisory and investment solutions to clients.

You will execute client buy/sell orders, grow AUM through advisory and portfolio management, and cross-sell mutual funds, insurance, PMS, SIPs, bonds, FDs and AIFs. The role requires strong communication and relationship skills.

Qualifications

• 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.

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

Sales

Relationship management

Investment knowledge

Stock broking

Portfolio management

Education

Graduate degree

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.