Financial Services Professional

3 days ago


Madurai, Tamil Nadu, India beBeeInvestment Full time ₹ 4,00,000 - ₹ 8,00,000

We are seeking a highly skilled and client-focused Investment Advisor to join our Wealth Advisory team.

The successful candidate will be responsible for providing end-to-end investment advisory services, with a focus on Asset Under Management (AUM) growth and portfolio penetration.

Key responsibilities include trade execution, client relationship management, and cross-selling of wealth and investment products.

Required skills and qualifications:

  • Educational background: Graduate with minimum 55% marks
  • Experience: Minimum 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)

Benefits:

We offer a dynamic and challenging work environment, opportunities for professional growth and development, and a competitive compensation package.

Others:

Please note that interested candidates should have a strong understanding of the financial markets and be able to provide exceptional client service.



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