Senior Investment Manager

5 days ago


Bhubaneswar Kolkata Ranchi, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 20,00,000
Senior Investment Manager

We are seeking a highly skilled Senior Investment Manager to join our team. As a Senior Investment Manager, you will be responsible for advising clients on their investments in the equity and derivatives markets.

  • Build strong relationships with clients by educating them on investment opportunities and providing personalized advice.
  • Manage a portfolio of existing customers and provide exceptional service to ensure client satisfaction.
  • Promote financial products to clients through cross-selling of mutual funds, insurance policies, Systematic Investment Plans (SIPs), and Portfolio Management Services (PMS).

Requirements:

  • NISM VIII, NISM V A & IRDA certification is mandatory.
  • A minimum of 3 years of experience in broking or dealing is required.
  • Good knowledge of the equity market and Trade Processing Platform (TPP) is essential.
  • Excellent communication skills, both written and verbal, are necessary.

Key Benefits:

  • Opportunity to work with a dynamic team and contribute to the growth of our organization.
  • Chance to develop your skills and expertise in investment management.
  • Competitive compensation package and benefits.

What We Offer:

  • A supportive and collaborative work environment.
  • Regular training and development opportunities.
  • A comprehensive benefits package, including health insurance and retirement plans.


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