
Senior Investment Advisor
4 hours ago
This role is designed for an experienced equity advisor who can provide high-quality advisory services to clients and help grow their assets under management.
- The successful candidate will be responsible for executing trades, managing client relationships, and providing investment advice.
Key Requirements:
- Graduate degree with a minimum of 55% marks.
- At least 2 years of experience in HNI broking, trading, or wealth advisory.
Technical Skills Required:
- Proficiency in Trading Applications and Microsoft Office.
Certifications:
- NISM Series VIII - Equity Derivatives (Mandatory).
What We Offer:
- Opportunity to work with a dynamic team and contribute to the growth of our business.
- Chance to develop skills and expertise in equity advisory and client portfolio management.
About the Role:
- Deliver end-to-end investment advisory services to clients.
- Provide risk profiling and guidance based on fundamental and technical analysis.
How You Will Make an Impact:
- Contribute to the growth of our Wealth Advisory team through exceptional service delivery.
- Develop strong relationships with HNI clients and deliver tailored advisory solutions.
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