Senior Equity Advisor

3 days ago

Kurnool, Andhra Pradesh, India beBeeInvestment Full time ₹ 80,00,000
Equity Advisor Job Opportunity

We are seeking a skilled Equity Advisor to join our Wealth Advisory team.

The role involves trading and order execution, handling High Net Worth Individual (HNI) clients, and cross-selling wealth and investment products. The right candidate should have hands-on experience in terminal handling, equity and derivative trading, and a proven ability to advise clients on diversified financial products.

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services with focus on Asset Under Management (AUM) growth and portfolio penetration.
  • Cross-sell a range of third-party financial products such as:
  • Insurance, Mutual Funds, Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Bonds, Fixed Deposits (FDs), Alternatives Investment Funds (AIFs), Tax Savings Schemes (TGS), Unlisted Shares, Institutional Advisory Products (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.
Key Requirements:
  • Education: Graduate with minimum 55% marks.
  • Experience: 2+ years in HNI broking, trading, or wealth advisory.
  • Domain Knowledge:
  • Equity and derivative markets (cash, options, trading).
  • Broking and operations.
  • Investment advisory and client portfolio management.
  • Technical Skills: Proficiency in Trading Applications and Microsoft Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

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