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Equity Advisor

Mumbai
Full-Time
Junior: 1 to 3 years
4L - 5L (Per Year)
Posted on Nov 08 2023

About the Job

Skills

NISM
NISM Series 8
HNI
High Networth Individual
Business Networking
Upselling

Job Overview: 

We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly. 

Responsibilities: 

Perform risk profiling and make investment recommendations 

Possess in-depth knowledge of stocks, bonds, and mutual funds 

Cross-sell and up-sell various MOSL products and services 

Coordinate with different departments for smooth processing of transactions 

Generate revenue through brokerage and cross-selling 

Maintain accurate records and provide timely reports to management 



Qualifications: 

NISM - 8 certification is compulsory 

Bachelor's degree in finance, economics, or related field 

Minimum 2-3 years of experience in equity advisory 

Excellent communication and interpersonal skills 

Strong analytical and problem-solving skills 

If you're a self-motivated team player with a passion for equity advisory, we encourage you to apply. We offer a competitive salary package and the opportunity to work with a dynamic team.


About the company

PloPdo was founded with the core idea of bringing methods to the professional engagements, especially for freshers, as the conventional approaches have failed to stand the demand of the gig economy. We are at heart a research firm dedicated to closely monitoring the trends in education and centres of employment and try to craft tailored and comprehensive products which help institutions and indivi ...Show More

Industry

Professional Training and...

Company Size

11-50 Employees

Headquarter

Mumbai

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