
Financial Services Professional
3 days ago
We are seeking a highly skilled and client-focused Investment Advisor to join our Wealth Advisory team.
The successful candidate will be responsible for providing end-to-end investment advisory services, with a focus on Asset Under Management (AUM) growth and portfolio penetration.
Key responsibilities include trade execution, client relationship management, and cross-selling of wealth and investment products.
Required skills and qualifications:
- Educational background: Graduate with minimum 55% marks
- Experience: Minimum 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)
Benefits:
We offer a dynamic and challenging work environment, opportunities for professional growth and development, and a competitive compensation package.
Others:
Please note that interested candidates should have a strong understanding of the financial markets and be able to provide exceptional client service.
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