Equity Dealer/ Equity Advisor @Motilal Oswal

Credicus Business Services; Chennai District; On-site; INR 350,000 - 550,000; Full time

Job summary

Credicus Business Services in Chennai, Tamil Nadu, is seeking an Equity Advisor to assist clients with investment needs and wealth management. You will place orders on behalf of customers, provide advisory services on AUM products, and cross-sell third‑party investment products.

The role also focuses on new client acquisition, client retention, and conducting client meetings to review portfolios and goals, contributing to overall advisory reach in the market.

Responsibilities

• Placing orders on behalf of customers
• Providing advisory services- AUM product penetration
• Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
• New Client Acquisition & retention
• Client Meeting

Job description

Hiring: Equity Advisor

Key Responsibilities:

Placing orders on behalf of customers

Providing advisory services- AUM product penetration

Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)

New Client Acquisition & retention

Client Meeting