Credicus Business Services
Equity Advisor
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹325,000 – ₹650,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
5 September 2026
What they need
Role & responsibilities
Proven experience in wealth management, banking, or financial services.
Strong client acquisition and relationship management skills.
Experience handling affluent or high-net-worth individuals (HNI clients preferred).
Experience terminal Handling and order punching on behalf of clients.
Good understanding of financial products like Mutual Funds, Insurance, Bond and Equity.
Excellent communication, negotiation, and interpersonal skills.
Ability to generate leads and convert prospects into long-term clients.
Market awareness and analytical ability to advise clients effectively
Preferred candidate profile
Proven experience in wealth management, banking, or financial services.
Strong client acquisition and relationship management skills.
Experience handling affluent or high-net-worth individuals (HNI clients preferred).
Good understanding of financial products like Mutual Funds, Insurance, Bond and Equity.
Excellent communication, negotiation, and interpersonal skills.
Ability to generate leads and convert prospects into long-term clients.
Market awareness and analytical ability to advise clients effectively.
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