Investment Advisor

Credicus Business Services; Ahmedabad District, Vadodara; On-site; INR 500,000 - 1,000,000; Full time

Job summary

Credicus Business Services in Ahmedabad seeks a finance professional to execute trades across equity, derivatives, mutual funds, and other wealth products. You will identify new clients, onboard them, and maintain ongoing advisory relationships with tailored recommendations.

You will stay updated on market movements and product offerings, and contribute to webinars and seminars to educate clients on investment strategies.

Responsibilities

• Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Identify and acquire new clients for equity, derivatives, and other investment products.
• Assist clients with account opening formalities and onboarding processes.
• Maintain regular contact with clients to understand their investment needs and provide suitable product recommendations.
• Stay updated on market movements, research reports, and new product offerings.
• Responsible for delivering Webinar & Seminar on various financial products.
• Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products
• Stay updated on market movements, research reports, and new product offerings

Job description

Role & responsibilities

• Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Identify and acquire new clients for equity, derivatives, and other investment products.
• Assist clients with account opening formalities and onboarding processes.
• Maintain regular contact with clients to understand their investment needs and provide suitable product recommendations.
• Stay updated on market movements, research reports, and new product offerings.
• Responsible for delivering Webinar & Seminar on various financial products.
• Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products
• Stay updated on market movements, research reports, and new product offerings