
Senior Investment Advisor
22 hours ago
We are seeking a skilled and client-focused Advisor 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 Responsibilities:
- 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.
- Manage and strengthen relationships with HNI clients through consistent advisory support.
- Conduct client risk profiling and provide guidance based on fundamental & 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).
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