Advisor RCAD

3 days ago

Mumbai, India KG Engineering & Consultancy Full time
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)

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