Strategic Investment Partner

7 days ago

Pune, Maharashtra, India beBeeEquityAdvisor Full time ₹ 10,00,000 - ₹ 20,00,000

Job Opportunity:

We are seeking an experienced Equity Advisor to play a pivotal role in managing and growing partnerships with franchisees, DIGI partners, and remisier networks.

The ideal candidate will possess expertise in the broking industry, with a solid understanding of equity and derivative segments, mutual funds, PMS, and other investment products.

You will be responsible for:

  • Executing trades on behalf of customers with their consent in Equity & Derivative segments
  • Overseeing client's day-to-day trades & investments
  • Engaging in regular communication with mapped clients, providing them with our technical as well fundamental research ideas
  • Fostering activation of mapped clients
  • Achieving laid down revenue/brokerage targets
  • Collaborating with mapped DIGI Partners to develop client-wise trading strategies & execute them

To be successful in this role, you must have:

  • At least 1 year of experience in the broking industry, preferably with B2B experience
  • A thorough understanding of equity broking, mutual funds, PMS, and investment products
  • The ability to support and collaborate with partners to drive client trading activity
  • A willingness to stay updated on capital markets, investment trends, and trading strategies
  • A goal-driven mindset with a passion for achieving and exceeding revenue/brokerage targets

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