Job Title:
Hiring for Equity Advisor/Location-Malad/Day Shift/WFO/NISM 8 certified mandate/Salary-8lpa
Company: Jobman by Shunya Tattva
Location: Mumbai, Maharashtra
Created: 2025-09-14
Job Type: Full Time
Job Description:
Hi Connections, 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) CTC: Up to ₹8 LPA 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 Education: Graduate with minimum 55% marks. 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). Interested candidates please share your updated resume on or Whatsapp on