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Portfolio Executive

2 weeks ago

Thrissur, Kerala, India beBeeInvestment Full time ₹ 50,00,000
Job Description

We are seeking a highly skilled Portfolio Management professional to join our team. The ideal candidate will have experience in managing investment portfolios, making informed investment decisions, and maintaining strong relationships with clients.

Required Skills and Qualifications
  • A professional qualification in law, finance, accountancy, or business management is required.
  • The applicant must possess at least five years of experience in related activities in the securities market, including portfolio management, stock brokerage, investment advice, research analysis, or fund management.
  • Has obtained NISM XXI-B certification.
  • The principal officer of the applicant must be a fit and proper person, as per the criteria specified in Schedule II of the SEBI (Intermediaries) Regulations, 2008.
Benefits
  • Granting a certificate to the applicant is in the interest of investors.
  • Candidates interested in the position should submit their CV.
Others

To apply, an Application Form A must be filed with SEBI (both physically and online), along with the fee. The fee structure is as follows:

  • Application fees: INR 1 lakh
  • Registration fees: INR 10 lakhs
  • Renewal fees (to maintain registration): INR 5 lakhs, paid every three years.