Investment Advisor

Credicus Business Services; Nagpur District; On-site; INR 400,000 - 700,000; Full time

Job summary

Credicus Business Services in Nagpur is seeking a sales/ advisory professional to guide clients on equity, derivatives, mutual funds, and other investment products. You will identify and onboard new clients and maintain ongoing relationships.

The role involves conducting webinars on financial products, staying updated with market trends, and recommending suitable wealth solutions across equities, mutual funds, LI, bonds, PMS, and commodities.

Qualifications

• Experience in equity, derivatives, mutual funds and other investment products.
• Ability to identify client needs and provide suitable product recommendations.
• Strong client onboarding and KYC process knowledge.
• Excellent communication and relationship-building skills.

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.
• Deliver webinars and seminars on various financial products.
• Handle 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