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Credicus 商业服务

Equity Advisor

Credicus Business Services

Bengaluru, Karnataka, India · 全职

抢先申请

经验
任何
薪水
INR 150,000 – INR 650,000 / year
职位空缺
1
发布
3小时前
工作模式
在办公室
学历
任何毕业生
合格
Any graduate can apply for this role.
恢复
需要申请

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职位描述

Role and Responsibilities

  • Execute customer orders related to equity trading efficiently and accurately.
  • Offer advisory services aimed at enhancing Assets Under Management (AUM) through product penetration.
  • Promote and cross-sell a variety of third-party investment products such as Insurance, Mutual Funds, Portfolio Management Services, Systematic Investment Plans, TGS, Alternative Investment Funds, Bonds, Fixed Deposits, Unlisted shares, and other offerings by MOFSL.
  • Focus on acquiring new clients while also ensuring client retention through effective relationship management.
  • Conduct meetings with clients to understand and address their investment needs.

Additional Information

Interested individuals are encouraged to apply promptly. For scheduling interviews and further queries, contact HR Vaishnavi at 9158043197.

Eligibility

This position welcomes applications from candidates who have completed any graduate degree.

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