
Equity Advisor- UHNI/HNI Dealer- Location: Malad
5 days ago
Role & responsibilities
- Trade Execution: Placing equity and derivative orders on behalf of clients.
- Providing end-to-end advisory services with a focus on AUM product penetration.
- Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
Preferred candidate profile
- Educational Qualifications: Graduate with minimum 55%
- Experience: 2+ Years experience in HNI broking
- Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis
- IT Skills: Proficiency in Trading Applications, MS Office
- Additional Certification: NISM Series VIII – Equity Derivatives Certification (Mandatory)
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