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
Education :
Graduate with minimum 55% marks
Experience : 2+ years in
HNI broking, trading, or wealth advisory
Domain Knowledge :
Equity & derivative markets (cash, options, trading)
Broking & operations
Investment advisory & client portfolio management
Technical Skills : Proficiency in
Trading Applications & MS Office
Certifications :
NISM Series VIII – Equity Derivatives (Mandatory)
Interested candidates please share your updated resume on 99533@shunyatattva.co.in or Whatsapp on 8291999533
Hiring For For • India