PCG Advisor- Franchisee (HNI Desk)

Skywings Advisors; Mumbai, Chennai District, Bengaluru; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Incentives

Job summary

Skywings Advisors in Mumbai seeks a professional to execute equity and derivatives trades for clients, offering market insights and investment guidance tailored to client needs.

The role requires 2+ years in equity advisory/dealing with cross-selling exposure and a valid NISM 8/16 certification. You will engage with clients directly and cross-sell wealth products including mutual funds, PMS, IPOs, and other solutions.

Qualifications

• 2+ years experience in equity advisory/dealing, broking, or investment services with cross-selling exposure.
• Client-facing capital market roles.
• NISM 8/16 certification.

Responsibilities

• Execute equity and derivatives trades for clients.
• Provide investment guidance and market insights aligned with client needs.
• Cross-sell products such as equity & derivatives, mutual funds, PMS, IPOs & other wealth and investment solutions.

Skills

Equity trading experience

Cross-selling

Education

NISM 8/16 certification

Job description

Execute equity and derivatives trades on behalf of clients. Provide investment guidance and market insights aligned with client needs. Cross-sell products such as Equity & Derivatives, Mutual Funds, PMS, IPOs & other wealth and investment solutions.

Required Candidate profile

• Min. 2 year of experience in Equity advisory/dealing, broking, or investment services with cross-selling exposure.
• Client-facing capital market roles.
• NISM 8/16 certification.

Perks and benefits

• Incentives