Senior Investment Advisor

3 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,21,00,000
Financial Services Career

We are seeking a highly skilled and experienced professional to join our team as an Equity Dealer. In this role, you will play a key part in advising High Net Worth Individuals (HNI) and Ultra HNI clients on investment strategies.

The successful candidate will be responsible for enhancing our market presence through expert advisory calls, generating direct brokerage revenues by providing trading and stock ideas based on market sentiment analysis, and cross-selling third-party products such as Mutual Funds, Portfolio Management Services, and structured products.

Regional visits will be required to meet with HNI clients, convert dormant clients into active ones, and maintain relationships with existing clients. The ideal candidate should have a minimum of 5 years' experience in banking and broking industries, managing bank Assets Under Management (AUM) for HNI clients.

  • Analyze technical and fundamental stock market reports
  • Develop sophisticated derivative strategies
  • Enhance market share through expert advisory calls
  • Generate direct brokerage revenues
  • Cross-sell third-party financial products
  • Maintain client relationships

This role offers an exciting opportunity to work with a leading financial services company and contribute significantly to revenue growth.

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