Financial Services Professional

6 days ago


Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 24,00,000

As a Financial Services Professional, you will be responsible for delivering comprehensive advisory services to clients across the entire asset universe. This role involves placing equity and derivative orders on behalf of clients, with a focus on growing Assets Under Management (AUM).

Key Responsibilities:
  • Trade Execution: Execute trades in equities and derivatives, ensuring timely and accurate order placement.
  • Client Advisory: Provide end-to-end advisory services to clients, focusing on AUM growth through strategic product penetration.
  • Cross Selling: Promote third-party investment products, including insurance, mutual funds, portfolio management services, systematic investment plans, treasury goods, alternative investment funds, bonds, fixed deposits, unlisted shares, and other services offered by our organization.

Requirements:

  • Educational Qualifications: A graduate degree with a minimum 55% score.
  • Experience: A minimum of two years of experience in high-net-worth individual (HNI) broking.
  • Domain Knowledge: Strong understanding of equity and derivative markets, broking operations, client risk profiling, fundamental and technical analysis.
  • IT Skills: Proficiency in trading applications and MS Office software.


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