Senior Investment Manager

5 days ago

Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000

Job Description:

We seek a results-driven investment manager to develop and expand partnerships with clients, financial partners, and networks.

The ideal candidate will have experience in the securities industry, with a strong understanding of equities, derivatives, mutual funds, portfolio management services, and other investment products. This role requires exceptional communication skills, strategic thinking, and a deep understanding of capital markets to drive trading activity and business growth.

  • To execute trades on behalf of customers with their consent in equities and derivatives segments.
  • Manage client's day-to-day investments.
  • Regularly communicate with mapped clients and provide technical and fundamental research ideas.
  • Activate mapped clients.
  • Achieve revenue/brokerage targets.
  • Collaborate with financial partners to build client-wise trading strategies and execute them.

Required Skills and Qualifications:

  • Minimum 1 year of experience in the securities industry with B2B experience preferred.
  • Strong understanding of equity securities, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Willingsness to stay updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.

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