Equity Advisor @Motilal Oswal

Credicus Business Services; Pune District; On-site; INR 550,000 - 800,000; Full time

Job summary

Credicus Business Services in Pune district is seeking an Equity Advisor to provide equity advisory and investment solutions to clients. The role involves executing client buy/sell orders accurately, growing AUM, and cross-selling a range of financial products.

The ideal candidate is a graduate with 1+ years in Equity Advisory, Stock Broking, or Wealth Management, with strong communication and sales skills. NISM certification is a plus for this position based in Maharashtra, Pune District.

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

Equity markets knowledge

Communication skills

Relationship management

Sales skills

Client acquisition

Education

Bachelor's 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.