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-

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)