[13 / 10 / 2025] Advisor RCAD

Job title- Advisor-RCAD

Location-Malad (Mumbai)

Experience-Min 2 years

Qualification-Graduate

Additional Certification : NISM Series VIII – Equity Derivatives Certification (Mandatory)

Advisor – RCAD (Retail Client Acquisition and Development)

• Candidate should have experience into Trading and Order Punching- Terminal Handling
•  Candidate should have exp of handling the HNI clients & cross selling of TPP products.
• Candidate should have knowledge of Equity & derivatives, options, cash and trading.
• Key Deliverables-
• Trade Execution : Placing equity and derivative orders on behalf of clients.
• Providing end-to-end advisory services with a focus on AUM product penetration.
• Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)

Role Requirement-