Investment Portfolio Specialist

2 days ago

Kolkata, West Bengal, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 18,00,000

About the Role:

We are seeking a dynamic and results-driven Investment Portfolio Specialist to manage and grow partnerships with clients, broker networks, and investment platforms. The role involves trading on behalf of investors, providing tailored investment recommendations, and ensuring optimal portfolio performance.

The ideal candidate will have experience in the broking industry, with a solid understanding of equity, derivative segments, mutual funds, PMS, and other investment products. This role requires exceptional communication skills, a strategic mindset, and a deep understanding of capital markets to drive trading activity and business growth.

Key Responsibilities:

  • To trade on behalf of customers with their consent in Equity & Derivative segments.
  • Manage client's day-to-day trades & investments.
  • Engage with mapped clients regularly & share technical and fundamental research ideas.
  • Ensure activation of mapped clients.
  • Meet laid down revenue/brokerage targets.
  • Collaborate with mapped partners and help them develop client-wise trading strategies & execute the same.

Requirements:

  • A minimum of 1 year of experience in the broking industry with B2B experience preferred.
  • A strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Willingness to stay updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.

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