RCAD_Mumbai
4 Nos.
131525
Full Time
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 8.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
B.Com - Commerce
Job Description:
- Trade Execution: Placing equity and derivative orders on behalf of clients.
- Providing end-to-end advisory services with a focus on AUM product penetration.
- Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF,
- Bonds, FD, Unlisted shares, IAP & other services
- Manage existing clients and improve brokerage/AUM
- Achieve assigned monthly revenue and acquisition targets
Desired Profile / Criteria / Skills :
- Educational Qualifications: Graduate with minimum 55%
- Experience: 2+ Years’ experience in HNI broking
- Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis
- IT Skills: Proficiency in Trading Applications, MS Office
- Additional Certification: NISM Series VIII – Equity Derivatives Certification (Mandatory)
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.