Strategic Partnerships Specialist

2 days ago

Hubli, Karnataka, India beBeeStrategic Full time ₹ 15,00,000 - ₹ 20,00,000

Job Title: Strategic Partnerships Specialist

This is a key role that involves forging and maintaining strong relationships with clients, educating them about investment opportunities, and executing trade orders on their behalf.

Main Responsibilities:

  • Establish and cultivate client relationships
  • Execute trades and provide investment advice
  • Cross-sell third-party products such as mutual funds, insurance, and SIPs
  • Meet with clients and visit bank branches to discuss business goals

Specialized Activities:

  • Trade order execution
  • Client advisory based on market research

Required Criteria:

  • Graduation in finance or related field
  • NISM 8 certification (equity and derivatives), NISM 5 certification (mutual funds), IRDA certification
  • Familiarity with stock markets is essential
  • Excellent communication skills are required

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