Equity Advisor

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 RoleFirm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves...

Dealing mainly with investors assisting them with solutions in long term and short term equity/derivative Investments to suit their needs. Observing the volatility of current market situations and making clients informative so that Required Candidate profileExperience: 1–4 years in equity advisory, trading, investment banking.Certifications: NISM (Equity...

Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

PCG 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...

Desired Candidate Profile2-7 years of experience in Equity Advisory, Equity Sales, or related fields (B2C Sales, Inside Sales).Strong understanding of stock market dynamics, including NISM certification preferred.Excellent communication skills for building rapport with high net worth individuals (HNIs) and other clients.Ability to work independently as well...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.3) Keep clients in active category as per the defined norms.4) Activate dormant clients.5) Resolve client querries.6) Maintain records of business on...

Equity Advisor Trade Execution: Placing equity and derivative orders on behalf of clients.Cross-selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOF Required Candidate profileQualifications: Graduation in any discipline, MBA, NCFM Experience: 3+ Years in Equity / MF /...

Job 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 Handling Candidate should have exp of handling the HNI clients & cross selling of TPP...

Role & responsibilities :Responsible to generate brokerage primarily through advising clients on their equity portfolio. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Cross selling of third party products like Mutual fund, SIP, and...

Job title- Advisor-RCAD Location-Malad (Mumbai)Experience-Min 2 yearsQualification-GraduateAdditional Certification: NISM Series VIII – Equity Derivatives Certification (Mandatory)Advisor – RCAD (Retail Client Acquisition and Development) Candidate should have experience into Trading and Order Punching- Terminal Handling Candidate should have exp of...