Chief Equity Strategist

4 days ago

Mumbai Delhi Ahmedabad, India beBeeEquityAdvisor Full time ₹ 8,00,000 - ₹ 20,00,000

We are seeking a knowledgeable Equity Portfolio Specialist to drive brokerage revenue by advising clients on equity portfolios, executing trades, and building lasting client relationships.

Key Responsibilities
  • Main Objective: Generate brokerage revenue through expert advice on equity portfolios, providing insights aligned with market trends and client goals.
  • Order Execution: Efficiently execute trades on behalf of clients, ensuring accurate and timely execution.
  • Client Relationship Management: Develop long-term relationships with customers to ensure high retention and generate new business opportunities.
  • Market Knowledge & Updates: Stay updated with market knowledge, including equity trends, company performance, and macroeconomic factors, to provide informed advice.
  • Compliance & Risk Adherence: Ensure all advisory and trading activities adhere to compliance and risk regulations.
  • Client Communication: Maintain proactive communication with clients, keeping them updated on their orders and providing relevant market information.
Skills & Qualifications
  • Expertise in equity portfolio advising.
  • Proficiency in executing trades.
  • Strong capabilities in developing long-term customer relationships.
  • A keen ability to generate new business.
  • Commitment to staying updated with market knowledge.
  • Adherence to compliance and risk regulations.
  • Effective communication for keeping clients updated.
  • Strong analytical skills for market assessment.

The ideal candidate will have proven experience as an Equity Advisor or similar role within the financial services industry. A strong understanding of equity markets, financial products, and investment strategies is required.

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