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Advisor RCAD
KG Engineering & ConsultancyMumbai, Maharashtra, India11 days ago
Job descriptionEducational Qualifications : Graduate with minimum 55% Experience : 2+ Years’ experience in HNI broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis IT Skills : Proficiency in Trading Applications, MS Office Additional Certification : NISM Series VIII – Equity Derivatives Certification (Mandatory)
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-
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Advisor • Mumbai, Maharashtra, India