
Senior Financial Advisor
2 days ago
Role Overview
We are seeking a skilled and client-focused financial professional to join our Wealth Advisory team.
The ideal candidate will possess expertise in equity trading, derivatives, and investment advisory services. Key responsibilities include:
- Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
- Digital Client Management: Deliver end-to-end investment advisory services with a focus on portfolio growth and penetration.
- Strategic Partnerships: Cross-sell a range of financial products including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP & other offerings.
- Client Relationship Management: Manage and strengthen relationships with high net worth (HNI) clients through consistent advisory support.
- Financial Analysis: Conduct risk profiling and provide guidance based on fundamental and technical analysis.
Requirements:
- Graduate degree with minimum 55% marks.
- 2+ years of experience in HNI broking, trading, or wealth advisory.
- Domain expertise in:
- 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).
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