Roles and Responsibilities
Manage client portfolios by providing investment advice on equities, dealing with transactions, and handling queries.
Generate brokerage revenue through effective sales strategies and relationship management.
Monitor market trends and analyze data to make informed decisions for clients' perk.
Ensure compliance with regulatory requirements and maintain accurate records.
Desired Candidate Profile
3+ years of experience in the financial services industry, preferably in an advisory role.
Robust knowledge of equity markets, dealing, derivatives, and brokerage generation.
NISM certification or equivalent qualification is essential.
📌 Walk In Wealth Advisory Wealth Pune
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Pune
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