Strategic Investment Advisor

4 days ago

Hyderabad Secunderabad Telangana Chennai Bengaluru Bangalore, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Key Executive Role

We are seeking a highly experienced and strategic advisor to join our team. You will be instrumental in advising Ultra HNI clients, fostering strong relationships with business partners, and driving significant business growth through deep market understanding and a client-centric approach.

Job Description:
  • Advise Ultra HNI clients on a diverse range of investment products including equity, futures & options, managing large customer portfolios with a book size of ₹25 lakhs and above.
  • Build and maintain strong rapport with business associates to ensure business scalability and high-quality servicing.
  • SUPPORT BUSINESS ASSOCIATES IN SCALING THEIR EXISTING CLIENT BASE AND REVENUE THROUGH QUALITY SERVICE AND BY SHOWCASING FUTURE OPPORTUNITIES.
  • Potentially manage an existing book of clients, applying deep market understanding and advanced strategies to increase book size and revenue.
  • Regularly meet with large customers and business associates to foster strong relationships and understand their evolving needs.
Required Skills and Qualifications:
  • Proven expertise in advising Ultra HNI clients on complex financial products.
  • Demonstrated ability to build and nurture strong B2B relationships for scalable business growth.
  • Deep understanding of equity markets, F&O, and advanced investment strategies.
  • Exceptional communication and interpersonal skills to manage high-value clients and partners.
Benefits:
  • A strong commitment to client longevity through research-backed and insightful advice.
  • An opportunity to work with a diverse range of investment products and clients.
Others:

This is a key executive role that requires a strong understanding of the financial markets and a proven track record of success in advising Ultra HNI clients.

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