Wealth Manager @Choice Broking

Credicus Business Services Pvt Ltd; Ahmedabad District, Rajkot, Surat; On-site; INR 300,000 - 420,000; Full time

Job summary

Credicus Business Services Pvt Ltd in India is seeking a client acquisition and wealth products specialist focused on retail broking. You will drive revenue, guide online trades, and build strong client relationships while meeting sales targets.

The role requires excellent communication, strong knowledge of financial markets, and the ability to manage multiple client portfolios with a client-first approach.

Qualifications

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.
• Ability to handle multiple client portfolios efficiently.

Responsibilities

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in online trades execution and guidance on equity, derivatives, mutual funds, and other products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Skills

Financial markets

Trading platforms

Communication skills

Relationship building

Job description

Key responsibilites:

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in onlinetrades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Key Skills:

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.
• Ability to handle multiple client portfolios efficiently.