Senior Investment Manager

2 days ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

About the Role

We are seeking a highly skilled and results-driven Investment Manager to join our team. The successful candidate will be responsible for managing client relationships, growing partnerships, and driving trading activity.

  • Main Responsibilities:
  • Manage client portfolios, providing expert advice on investment strategies.
  • Trade on behalf of clients in Equity & Derivative segments.
  • Communicate regularly with clients, sharing market insights and research ideas.
  • Meet revenue targets and drive business growth.
  • Collaborate with partners to develop new business opportunities.

Requirements:

  • Minimum 1 year experience in financial services with B2B expertise.
  • Strong understanding of equity broking, mutual funds, PMS, and other investment products.
  • Excellent communication and relationship-building skills.
  • Ability to stay up-to-date with market trends and trading strategies.
  • Goal-driven with a passion for achieving revenue targets.

Job Structure

The role involves two key areas: Trading and Relationship Management.

  • Trading Activities:
  • Executing trades on behalf of clients.
  • Managing client portfolios.
  • Meeting revenue targets.
  • Relationship Management:
  • BUILDING strong relationships with clients, franchisees, and remisier networks.
  • Developing new business opportunities.
  • Staying updated on market trends and trading strategies.

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