Equity Advisor @Motilal Oswal

Credicus Business Services; New Delhi, Gurugram District; On-site; INR 300,000 - 550,000; Full time

Job summary

Credicus Business Services in New Delhi is seeking an Equity Advisor to provide equity advisory and investment solutions to clients. You will execute client buy/sell orders accurately and on time while growing AUM through advisory and portfolio management.

The ideal candidate has 1+ year experience in Equity Advisory, stock broking, or wealth management, with strong communication and relationship skills. NISM certification is an added advantage.

Qualifications

• Bachelor's or graduate degree required.
• 1+ years of experience in Equity Advisory, Stock Broking or Wealth Management.
• Strong communication and relationship-building abilities.
• Knowledge of equity markets and financial products is essential.
• NISM certification will be an advantage.

Responsibilities

• Provide equity advisory and investment solutions to clients.
• Execute client buy/sell orders accurately and on time.
• Grow assets under management 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 skills

Relationship management

Sales skills

NISM certification

Education

Graduate degree

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.