Rm Advisor

2 months ago

Surat Gujarat, India Serving Skill Full time

Advisor JD

Roles and responsibilities:
1. Responsible to generate brokerage primarily through advising clients on their

equity portfolio for long term investments as well as positional trading ideas in

stocks for short/ medium term.

2. To keep abreast with market knowledge and market intelligence

3. Responsible to ensure all activities are in adherence as per Compliance & Risk.

4. Develop and maintain long term relationship with customers to maintain a high

level of retention of the existing customer and also focus on generating new

business

1. Graduate/Post Graduate with minimum 1-2yrs experience in Equities on the

clients’ advisory side.

2. Should have sound understanding of capital markets.

3. Should be result-oriented, self-starter, proactive,

4. Should possess strong networking and relationship building skills and good

communication skills.

5. Should be NISM Currency Derivatives certified.(series 8)

**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹40,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

Supplemental Pay:

- Performance bonus

Application Question(s):

- Should be NISM Currency Derivatives certified.(series 8)

**Experience**:

- Advisory: 2 years (preferred)
- broking: 1 year (preferred)

Work Location: In person

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