Senior Equity Investment Specialist

2 days ago


Vijayawada, Andhra Pradesh, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

Job Overview

Key Responsibilities:
  1. Client Acquisition & Onboarding
  2. Client Relationship Management
  3. Equity Market Advisory & Execution
  4. Revenue Generation
  5. Market Awareness & Research
  6. Compliance & Risk Management

Requirements:

  • Bachelor's degree in Finance, Commerce, or Economics.

Experience:

  • 2–5 years of experience in equity markets, wealth management, or related roles.
  • Team handling experience: Not applicable.

Competencies & Skills:

  • Customer-focused with a consultative approach.
  • Strong problem-solving and negotiation skills.
  • Attention to detail with ability to work under pressure.
  • Proactive in identifying client needs and opportunities.
  • In-depth knowledge of equity markets, investment products, and trading strategies.
  • Excellent communication and interpersonal skills.
  • Strong analytical ability to interpret market trends and provide insights.
  • Proficiency in trading platforms and CRM tools.


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