Equity Advisor- UHNI/HNI Dealer- Location: Malad

4 weeks ago

Mumbai, India Motilal Oswal Financial Services (MOFSL) Full time

Role & responsibilities

  • 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, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)

Preferred candidate profile

  • 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)

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