Strategic Investment Advisor

2 days ago

Bengaluru, Karnataka, India beBeeEquity Full time ₹ 10,00,000 - ₹ 25,00,000
Investment Specialist

About the Role:

We are seeking a seasoned investment professional to manage partnerships with clients, DIGI partners, and remisier networks. The role involves providing expert investment advice, trading on behalf of clients, and optimizing portfolio performance.

Key Responsibilities:

  • To trade on behalf of customers with their consent in equity and derivative segments.
  • Manage client portfolios and make strategic investment decisions.
  • Communicate regularly with clients, sharing research ideas and market insights.
  • Ensure activation of mapped clients and drive revenue growth.
  • Interact with mapped DIGI Partners to develop customized trading strategies for clients.

Requirements:

  • Minimum 1 year experience in the broking industry, preferably with B2B experience.
  • Strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to collaborate with partners to drive client trading activity and achieve revenue targets.
  • Willingness to stay updated on capital markets, investment trends, and trading strategies.

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