Hiring for Equity Advisor/Location-Malad/Day Shift/WFO/NISM 8 certified mandate/Salary-8lpa

17 hours ago

Bengaluru, Karnataka, India Jobman by Shunya Tattva Full time

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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