Strategic Investment Advisor

2 days ago

Kanpur, Uttar Pradesh, India beBeeClientFocused Full time ₹ 4,00,000 - ₹ 8,00,000
Financial Services Specialist

We are seeking a skilled and client-focused Financial Services Specialist to join our Wealth Advisory team. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.

The ideal candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial products.

  • Key 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 HNI clients 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).

Interested candidates please share your updated resume for consideration.

  • Driving Strategic Growth as Chief Investment Officer

    1 day ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time US$ 15,00,000 - US$ 25,00,000

    Strategic Investment OpportunitiesWe are seeking a seasoned Chief Investment Officer to join our team. This is an exceptional opportunity for a skilled and ambitious professional to drive our investment strategy forward.About UsWe are a venture-scale fund that backs startups with private capital. Our goal is to fuel bold ideas and resilient founders at the...

  • Senior Strategic Advisor

    4 days ago

    Kanpur, Uttar Pradesh, India beBeeStrategic Full time ₹ 1,14,11,878 - ₹ 1,54,65,430

    About this positionThis is a key role within our organization, acting as a trusted advisor and strategic partner to the executive leadership team.

  • Strategic Wealth Management Advisor

    4 days ago

    Kanpur, Uttar Pradesh, India beBeeWealth Full time ₹ 17,50,000 - ₹ 2,41,23,000

    Job Title: Strategic Wealth Management AdvisorWe are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform, leveraging expertise in private banking and wealth management.The ideal candidate will provide deep domain knowledge ensuring business requirements are accurately captured, regulatory compliance is...

  • Investment Counsellor

    1 week ago

    Kanpur, Uttar Pradesh, India Growthfiniti Wealth Pvt Ltd Full time

    Investment CounsellorLocation: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment...

  • International Investment Strategist

    1 week ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Strategic Investment Development OfficerA critical role in promoting international markets as attractive investment destinations to global companies.About the Position:This high-visibility, strategic position contributes to cross-border investment promotion and international business expansion. You will engage with C-suite executives of major corporations,...

  • Financial Investment Manager

    1 week ago

    Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,25,000

    Job OverviewAn Investment Advisor plays a pivotal role in providing bespoke investment and wealth management services to clients. They assess clients' financial needs, develop tailored investment strategies, and ensure their portfolios align with long-term objectives.Main Responsibilities:Client Consultation and Relationship Management: Conduct comprehensive...

  • High Potential Investment Opportunities

    12 hours ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Samarthya Investment Advisors is an early-stage venture capital firm focused on investing in high-potential startups. We invest in companies that have the potential to scale and make a significant impact.Key ResponsibilitiesMarket Analysis: Conduct market size analysis, evaluate products/services, assess teams, business models, and financials. Identify risk...

  • Strategic Wealth Advisor

    1 week ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Title: Investment Product SpecialistWe are seeking an experienced Investment Product Specialist to join our team. As a key member of our organization, you will play a critical role in helping us achieve our goals.The ideal candidate will have a sound knowledge of wealth management principles and practices. You will be responsible for assisting in the...

  • Strategic Investment Portfolio Leader

    1 week ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Cluster Head Job Profile:Our organization seeks a seasoned professional with in-depth knowledge of investment products, capital markets, and debt instruments to fill this senior leadership position.A minimum of 5-6 years of experience in the BFSI sector, preferably in broking or wealth management, is required for this role.The successful candidate...

  • Land Investment Professional

    2 days ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Land Investment SpecialistWe are a leading structured land investment platform with over 1,000 successful deals under our belt.Our team excels in delivering high-yield, legally robust land investments with strategic foresight. As a key member of the team, you will play a vital role in our continued success.Main Responsibilities:Develop and execute strategies...