Hiring for Senior Financial Specialist

2 weeks ago

Rajahmundry, Andhra Pradesh, India beBeeEquityAdvisor Full time ₹ 40,00,000 - ₹ 80,00,000

Highly skilled Equity Advisors are sought to drive HNI client acquisition and portfolio growth. As a key member of the Wealth Advisory team, you will leverage your expertise in equity and derivative trading to provide comprehensive financial solutions.

Key Responsibilities
  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of high net worth clients.
  • Deliver end-to-end investment advisory services with a focus on asset under management growth and portfolio penetration.
  • Cross-sell a range of third-party financial products including 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 and technical analysis.
Requirements
  • Education: Graduate with minimum 55% marks.
  • Experience: 2+ years in HNI broking, trading, or wealth advisory.
  • Domain Knowledge:
  • Equity and derivative markets (cash, options, trading).
  • Broking and operations.
  • Investment advisory and client portfolio management.
  • Technical Skills: Proficiency in Trading Applications and MS Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

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