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Hiring for Equity Advisor / Location-Malad / Day Shift / WFO / NISM 8 certified mandate / Salary-8lpa / No reloc

Hiring for Equity Advisor / Location-Malad / Day Shift / WFO / NISM 8 certified mandate / Salary-8lpa / No reloc

Jobman by Shunya TattvaIndia
11 days ago
Job description

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

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