Expert Investment Advisor Wanted

3 days ago


Mangalore, Karnataka, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 80,00,000

Job Title: Financial Services Specialist

The role of a Financial Services Specialist involves providing expert advice to clients on diversified financial products.

Key Responsibilities:

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services with focus on asset under management 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 high net worth (HNI) clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental & technical analysis.

Role Requirements:

  • Education: Graduate with minimum 55% marks.
  • Experience: 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).


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