Equity Advisor - Financial Firm

We have opening for the below role with the leading financial firm.

Job Description : Advisor (RCAD)

Location: Malad, Mumbai.

Shift Timings: 8:30 AM 5:30 PM.

Working Days: Monday to Saturday (2nd & 4th Saturday Off + Sunday Fixed Off).

Experience Required: Minimum 2 Years (HNI Broking / Wealth Advisory).

About the Role:

Looking for a skilled and client-focused Advisor RCAD to join our Wealth Advisory team.

The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.

The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial products.

Key Deliverables:

- Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.

- Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio penetration.

- Cross-sell a range of third-party financial products such as:

- Insurance, Mutual Funds, PMS, SIPs, Bonds, FDs, AIFs, TGS, Unlisted Shares, IAP & other offerings of MOFSL.

- Manage and strengthen relationships with HNI clients through consistent advisory support.

- Conduct client risk profiling and provide guidance based on fundamental & technical analysis.

Role Requirements:

Experience: 2+ years in HNI broking, trading, or wealth advisory.

Domain Knowledge:

- Equity & derivative markets (cash, options, trading).

- Broking & operations.

- Investment advisory & client portfolio management.

Technical Skills: Proficiency in Trading Applications & MS Office.

Certifications: NISM Series VIII Equity Derivatives (Mandatory).