
Financial Services Professional
23 hours ago
We are seeking an experienced Equity Advisory Professional to join our team.
The successful candidate will be responsible for providing top-notch investment advisory services to high net worth individuals and clients.
The role involves executing trades, handling client relationships, and cross-selling a range of financial products.
The ideal candidate should have a strong background in equity and derivative markets, as well as excellent communication and interpersonal skills.
Key Responsibilities:
- Execute trades on behalf of clients in cash, options, and derivatives markets.
- Deliver end-to-end investment advisory services with a focus on growing clients' assets under management (AUM).
- Cross-sell a range of third-party financial products including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, and IAP.
- 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 degree with a minimum 55% mark.
- Experience: Minimum 2 years in HNI broking, trading, or wealth advisory.
- Domain Knowledge:
- Equity and derivative markets (cash, options, trading).
- Broking and operations.
- Investment advisory and client portfolio management.
- Technical Skills: Proficiency in trading applications and MS Office.
- Certifications: NISM Series VIII - Equity Derivatives (mandatory).
This is an exciting opportunity for an ambitious professional to grow their career in the financial industry. If you have the required skills and experience, please submit your application for this role.
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