Financial Portfolio Manager

2 days ago


Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,80,000 - ₹ 2,60,000

Our organization offers a comprehensive suite of investment and insurance services tailored to meet the unique needs of our clients. This encompasses a wide range of financial products, including life insurance, health insurance, mutual funds, bonds, and share broking.

This is a full-time on-site position for an Equity Dealer/Bolt Operator located in Mumbai. Key responsibilities include executing trades on the stock market, managing equity portfolios, and monitoring market trends. The ideal candidate will engage with clients, provide personalized investment recommendations, and ensure adherence to trading regulations.

Essential Qualifications:

  • Proficiency in Stock Market and Trading - Minimum 1 year experience as bolt operator/equity dealer with another broker
  • Strong knowledge of Equities and Investments
  • Finance-related skills and understanding of market trends
  • Excellent analytical and decision-making abilities
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Bachelor's degree in Finance, Economics, or a related field
  • Relevant certifications (e.g., NISM Series VIII) are advantageous


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