▷ Apply in 3 Minutes : Hiring for Equity Advisor / Location-Malad / Day Shift / WFO / NISM 8 certified mandat

Hi Connections,

We have opening for the below role with the leading financial firm.

Job Description – Advisor (RCAD)

Location : Malad, Mumbai

Shift Timings : 8 : 30 AM – 5 : 30 PM

Working Days : Monday to Saturday (2nd & 4th Saturday Off + Sunday Fixed Off)

CTC : Up to ₹8 LPA

Experience Required : Minimum 2 Years (HNI Broking / Wealth Advisory)

About the Role

Looking for a skilled and client-focused Advisor – RCAD to join our Wealth Advisory team. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial products.

Key Deliverables

• Trade Execution : Execute equity, derivatives, options, and cash market orders on behalf of clients.
• Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio penetration.
• Cross-sell a range of third-party financial products such as :
• Insurance, Mutual Funds, PMS, SIPs, Bonds, FDs, AIFs, TGS, Unlisted Shares, IAP & other offerings of MOFSL.
• Manage and strengthen relationships with HNI clients through consistent advisory support.
• Conduct client risk profiling and provide guidance based on fundamental & technical analysis.

Role Requirements

Interested candidates please share your updated resume on 99533@shunyatattva.co.in or Whatsapp on 8291999533