Strategic Financial Advisor Position

2 days ago

India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

Job Title: Strategic Financial Advisor

We are seeking a skilled and client-focused financial advisor to join our wealth advisory team. The role involves trading and order execution, HNI client handling, and cross-selling of wealth & investment products.

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services with focus on AUM growth and portfolio penetration.
  • Cross-sell a range of third-party financial products such as 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 & technical analysis.

Role Requirements:

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

Interested candidates please share your updated resume for this position.

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