
Financial Services Career Opportunity
13 hours ago
We are seeking a seasoned Financial Services professional to join our team as an Advisor. This role involves trading and order execution, high net worth client handling, and cross-selling of wealth and investment products.
- Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
- Deliver end-to-end investment advisory services, with focus on asset under management 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, and other offerings.
- Manage and strengthen relationships with high net worth clients through consistent advisory support.
- Conduct client risk profiling and provide guidance based on fundamental and technical analysis.
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).
This is a great opportunity for a motivated and experienced professional to grow their career in the financial services industry.
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