Financial Markets Specialist

2 weeks ago


Hubli, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

We are seeking an experienced Investment Advisor to join our Wealth Advisory team.

The role involves providing expert advice on diversified financial products, trading and order execution, and client relationship management.

This is a challenging opportunity for someone with strong analytical skills and excellent communication abilities.

Responsibilities:

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio penetration.
  • Cross-sell a range of third-party financial products such as insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP & other offerings.
  • Manage and strengthen relationships with high net worth individuals through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental & technical analysis.

Requirements:

  • Education: Graduate with minimum 55% marks.
  • Experience: 2+ years in HNI broking, trading, or wealth advisory.
  • Domain Knowledge:
  • Equity & derivative markets (cash, options, trading).
  • Broking & operations.
  • Investment advisory & client portfolio management.
  • Technical Skills: Proficiency in Trading Applications & MS Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

A successful candidate will be able to demonstrate strong analytical skills, excellent communication abilities, and a deep understanding of the financial markets.

Please share your updated resume to apply for this position.



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