Lead Investor Relations Specialist

1 day ago


Delhi Vadodara, India beBeeMarket Full time ₹ 15,00,000 - ₹ 20,00,000
Client Advisor

We are seeking a skilled Client Advisor to join our team.

About the Role
  • The ideal candidate will be responsible for acquiring and handling high net worth individual (HNI) clients with a book size of Rs. 25 Lac and above.
  • The role involves advising HNI clients on equity, derivatives, currency & commodity markets and generating revenue from them.
Key Responsibilities
  1. Cross-selling third-party products such as mutual funds, portfolio management services, alternate investment funds, listed assets, initial public offerings, and insurance.
  2. Handling client queries and complaints in a timely manner.
  3. Applying deep market understanding and advanced strategies to increase book size and revenue.
  4. Profiling clients through in-depth reviews of their financial requirements, analyzing information, and recommending portfolios.
  5. Monitoring and enhancing advisor skills through call tracking, weekly targets, and meetings.
Requirements
  • Strong knowledge of equity, derivatives, currency & commodity markets.
  • Ability to analyze complex financial data and make informed recommendations.
  • Excellent communication and interpersonal skills.
What We Offer
  • A competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

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