Retail Advisor_Mumbai

Retail Advisor_Mumbai

10 Nos.
131270
Full Time
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Any - Any Graduation
Job Description:
  • Key Deliverables Placing orders on behalf of customers
  • Providing advisory services- AUM product penetration
  • Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services .
  • New Client Acquisition & retention 5. Client Meeting.

Requirements:

  • Educational Qualifications: Graduate
  • Experience: 1+ Years’ experience in broking
  • Domain Knowledge: Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding
  • IT Skills: Trading Applications, MS Office
  • Additional Certification: NISM 8 Equity Derivate
  • Age- Max 30
Company Profile

A leading diversified organization headquartered in Mumbai, India, with a strong presence across wealth management, capital markets, and investment banking domains. The company is recognized for its innovative investment solutions, research-driven approach, and customer-centric advisory expertise. With a robust nationwide network and a legacy of excellence, it continues to empower investors through technology-enabled platforms and market expertise. The organization is known for its dynamic work culture, continuous learning environment, and strong career growth opportunities for professionals.
 
 
 

Apply Now

  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

Similar Jobs