Financial Services Professional

1 week ago

Jamnagar, Gujarat, India beBeeDerivative Full time ₹ 60,00,000 - ₹ 80,00,000

Job Opportunity:

We are seeking a highly skilled and client-focused Equity Advisor to join our Wealth Advisory team.

The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. The right 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, and other offerings.
  • Manage and strengthen relationships with HNI clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental and 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).

The ideal candidate should possess excellent communication skills, be proficient in trading applications and MS office, and have strong knowledge of equity and derivative markets, as well as investments and insurance products. We offer a competitive salary package and opportunities for growth and development within the organization.

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