Senior Investment Professional

20 hours ago

Cochin, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000

Investment Advisory Role

We are seeking a seasoned investment professional to join our team as an Equity Advisor. The ideal candidate will possess in-depth knowledge of equity and derivative markets, with hands-on experience in trade execution and client portfolio management.

About the Position

The successful candidate will be responsible for delivering end-to-end investment advisory services, with a focus on asset under management (AUM) growth and portfolio penetration. They will also play a key role in managing relationships with high net worth individual (HNI) clients, providing consistent advisory support and guidance based on fundamental and technical analysis.

  • Key Responsibilities:
  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services, with a focus on AUM growth and portfolio penetration.
  • Cross-sell a range of financial products, including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP, and other offerings.
  • Manage and strengthen relationships with HNI clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental and technical analysis.

Requirements

  • Education: Graduate with a minimum 55% mark.
  • Experience: 2+ years in HNI broking, trading, or wealth advisory.
  • Domain Knowledge:
  • Equity and derivative markets (cash, options, trading).
  • Broking and operations.
  • Investment advisory and client portfolio management.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

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