Equity Advisor

1 day ago

Navi Mumbai, Maharashtra, India Shunya Tattva Management Consultants Full time ₹ 8,00,000 per year

Job 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 Role

Firm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. If you have hands-on experience in equity & derivatives, order punching, and client advisory, this is a great opportunity to grow your career with a leading financial services brand.

Key Responsibilities:

Execute equity, derivatives, options & cash market orders

Deliver end-to-end investment advisory with focus on AUM growth

Cross-sell financial products: Insurance, MF, PMS, SIPs, Bonds, FDs, AIFs, Unlisted Shares & more

Manage HNI client relationships & conduct risk profiling

Provide advisory support using fundamental & technical analysis.

Requirements:

Strong knowledge of equity & derivative markets

Proficiency in Trading Applications & MS Office

Mandatory: NISM Series VIII – Equity Derivatives Certification

Excellent communication & HNI client management skills

If you're passionate about wealth management and client advisory, we'd love to connect

Apply now or share your CV with us on

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