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Advisor-RCAD

Advisor-RCAD

ConfidentialMumbai
8 days ago
Job description

Job title- Advisor-RCAD

Location-Malad (Mumbai)

Experience-Min 2 years

Qualification-Graduate

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

Advisor – RCAD

  • 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-

  • Educational 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)

    • Education

    Doctor of Public Health (DrPH), Bachelor of Liberal Arts (BLA / ALB), Master OF Business Administration (M.B.A), Bachelor in General Studies (BGS)

    Skills Required

    Advisor, investment products, Hni Client Handling, Mf, Pms, Bonds, Trading

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    Advisor-RCAD • Mumbai