Strategic Financial Advisor

3 days ago

Ellore, Andhra Pradesh, India beBeeEquity Full time ₹ 40,00,000 - ₹ 80,00,000
Job Title: Equity Advisor

We are seeking a skilled and client-focused 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.

  • 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 & technical analysis.

Role 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).

About the Role

This is a dynamic role that requires a strong understanding of the capital markets, with a focus on delivering exceptional client experiences. The ideal candidate will be a self-starter with excellent communication skills and a passion for driving business growth.

Key Deliverables

The successful candidate will be responsible for executing trades, providing investment advice, and managing client relationships. They will also be expected to stay up-to-date with market trends and regulatory changes, and to identify opportunities for cross-selling and upselling.

How to Apply

If you are a motivated and results-driven professional with a passion for the financial industry, we encourage you to apply for this exciting opportunity.

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