Strategic Equity Portfolio Manager

22 hours ago


Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000
Equity Advisor Role

The successful candidate will be responsible for managing the equity portfolios of clients, providing them with expert investment advice and guidance on market dynamics.

  • Activate trading accounts for clients and assist new entrants in understanding equity market principles.
  • Cross-sell financial products to existing clients such as insurance policies, mutual funds, portfolio management services and initial public offerings.
  • Coordinate daily equity trades for clients and execute trades online or place orders on their behalf.
  • Drive revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with market insights and investment advisory services based on current financial conditions.
  • Acquire new clients through referrals from existing customers.
  • Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Ensure timely collection of margins and market-to-market losses.
Preferred Candidate Profile:

Postgraduate degree is mandatory. A minimum of two years experience, with at least six months in equity dealing with a reputable broking firm. Strong expertise in client acquisition, retention strategies and achieving sales targets is essential. Prior experience in the broking industry is also required. The ideal candidate must possess certification in NISM Series VIII and have hands-on experience in broking with a solid understanding of financial products and market trends.



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