Lead Investment Advisor

3 days ago

Sambalpur Rourkela Siliguri, India beBeePortfolio Full time ₹ 5,00,000 - ₹ 10,00,000

Investment Portfolio Manager

We are seeking a skilled professional to manage investment portfolios for clients. The successful candidate will be responsible for executing trades, providing investment advice, and building strong relationships with clients.

Key Responsibilities:

  • Trade Execution: Place and execute buy and sell orders for clients on the stock market, ensuring timely execution and minimizing risk.
  • Client Advisory & Relationship Management: Provide personalized investment advice based on client goals, manage their portfolios, and build long-lasting relationships.
  • Market Monitoring & Research: Continuously monitor market trends, economic news, and company announcements to identify potential investment opportunities. Conduct research and analysis on companies and industries to inform investment decisions.
  • Compliance & Regulation: Ensure all trading activities adhere to regulatory requirements and industry standards.

About This Role: As an Investment Portfolio Manager, you will play a critical role in helping our clients achieve their financial objectives. You will work closely with clients to understand their investment needs and preferences, and develop tailored investment strategies to meet those needs.

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