Investment Strategist

7 days ago

Coimbatore Chennai, India beBeeEquity Full time ₹ 15,00,000 - ₹ 28,00,000
Job Title: Equity Advisor

The role of an Equity Advisor is a challenging yet rewarding position that requires individuals to utilize their knowledge and expertise in investment markets.

An Equity Advisor is responsible for providing expert guidance to clients on various equity and derivative market products, including stocks, bonds, and other financial instruments. This involves advising clients on the best investment options available to them, as well as executing trades on their behalf.

In addition to this, an Equity Advisor must also build strong relationships with clients, educating them on the benefits of investing in the stock market. They must be able to communicate complex financial information in a clear and concise manner, making sure that clients understand the risks and rewards associated with different investment opportunities.

An Equity Advisor must have excellent analytical and problem-solving skills, as they will need to assess client portfolios and make recommendations on how to optimize returns. They must also stay up-to-date with market trends and economic conditions, using this knowledge to inform their investment decisions.

This role requires a minimum of 2 years of experience in dealing with investments, preferably in a brokerage firm or similar environment. The ideal candidate will have achieved a minimum of 4 times revenue targets in their previous organization and will have completed their education. They should also be below 40 years of age and possess relevant certifications such as NISM 8 certification in Equity Derivatives.

Key Responsibilities:
  • Providing expert advice to clients on equity and derivative market products
  • Executing trades on behalf of clients
  • Building strong relationships with clients and educating them on investment options
  • Achieving brokerage targets
  • New Client Acquisition
Preferred Candidate Profile:
  • Minimum 2 Years experience in dealing with investments
  • Achieved at least 4 times revenue targets in existing organization
  • Completed education
  • Below 40 years of age
  • NISM 8 certification in Equity Derivatives mandatory

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