Senior Financial Advisor

2 days ago

Rajkot, Gujarat, India beBeeFinancial Full time ₹ 80,00,000

Seeking a seasoned financial professional to fill an Advisor role.

The ideal candidate will possess in-depth knowledge of equity and derivative markets, as well as expertise in trading applications and MS Office.

We are looking for a skilled and client-focused individual who can provide end-to-end investment advisory services, with a focus on AUM growth and portfolio penetration.

Key Responsibilities

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver comprehensive investment solutions, including diversified financial products such as insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP, and other offerings.
  • Manage and strengthen relationships with high-net-worth clients through consistent advisory support.
  • Conduct thorough risk profiling and provide guidance based on fundamental and technical analysis.

Requirements

  • Education: Graduate degree with a minimum 55% mark.
  • 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 & MS Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

Benefits

  • Competitive compensation package.
  • Opportunity for career advancement.
  • Challenging and dynamic work environment.

About the Role

This is a unique opportunity for a motivated and results-driven professional to join our team and contribute to the success of our organization.

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