
Equity Advisor- UHNI/HNI Dealer- Location: Malad
1 week 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)
-
Equity Dealer
4 weeks ago
Mumbai, Maharashtra, India AnandRathi Full timeJob DescriptionJob Summary- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.- Understanding of Derivative Strategies.- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the...
-
Equity Advisor
4 days ago
Navi Mumbai, Maharashtra, India Shunya Tattva Management Consultants Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearJob Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the RoleFirm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves...
-
PCG Equity Advisor
1 week ago
Mumbai, Maharashtra, India 2sr Innovations Full time ₹ 8,00,000 - ₹ 12,00,000 per yearPCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...
-
Mumbai, Maharashtra, India Jobman by Shunya Tattva Full timeHi Connections,We have opening for the below role with the leading financial firm.Job Description – Advisor (RCAD)Location: Malad, MumbaiShift Timings: 8:30 AM – 5:30 PMWorking Days: Monday to Saturday (2nd & 4th Saturday Off + Sunday Fixed Off)CTC: Up to ₹8 LPAExperience Required: Minimum 2 Years (HNI Broking / Wealth Advisory)About the RoleLooking...
-
AVP/Senior Wealth Advisor – HNI/UHNI Segment
13 hours ago
Mumbai, Maharashtra, India, Maharashtra SMIFS Wealth Management Ltd Full timePosition: AVP/Senior Wealth Advisor – HNI/UHNI Segment Location: Mumbai, India Experience: 3–15 years in Wealth/Private Banking/Investment Advisory CTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurial Wealth Advisor to join our fast-growing private wealth management...
-
Hni Dealer
1 week ago
Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 10,00,000 - ₹ 25,00,000 per yearHNI DealerJob descriptionManaging & handling ultra high-net-worth clients.Advising clients on market movements and trade-related activities.Executing trades on behalf of clients.Keeping clients informed about market trends and developmentsRequired Candidate profileBachelor's degree in Finance, Business, or related field.Minimum 2 years of experience in...
-
Advisor - Private Client Group - Banking
4 weeks ago
Mumbai, Maharashtra, India Cyanous Software Full timeCompany Overview:Join a leading financial services firm offering a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships. Our Private Client Group (PCG) specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals...
-
Equity Trader
13 hours ago
Mumbai, Maharashtra, India, Maharashtra BankingFinanceNBFC Jobs Full timeJob Title: PCG Advisor (Indian Equity Market) – NBFC-Mumbai-PrabhadeviNB: The role demands two skills-Terminal operation and selling of TPP, Only local candidates from Mumbai & Navi Mumbai with local market experience. No relocation is possible.CTC: Up to 22 LPARole Objective:Manage and grow HNI/UHNI client relationships by advising on equities,...
-
Equity Dealer
2 weeks ago
Mumbai, Maharashtra, India Bajaj Broking Full time ₹ 9,00,000 - ₹ 12,00,000 per yearBajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities:Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG...
-
Advisor-RCAD
3 weeks ago
Mumbai, Maharashtra, India KG Engineering And Consultancy Full timeJob DescriptionJob title- Advisor-RCADLocation-Malad (Mumbai)Experience-Min 2 yearsQualification-GraduateAdditional Certification: NISM Series VIII Equity Derivatives Certification (Mandatory)Advisor RCADCandidate should have experience into Trading and Order Punching- Terminal HandlingCandidate should have exp of handling the HNI clients & cross selling of...