Expert Portfolio Management

3 days ago


Delhi NCR Noida Delhi, India beBeeInvestment Full time ₹ 2,50,000 - ₹ 10,00,000
Job Title:

Portfolio Trader

Key Responsibilities:
  • Represent clients in trading activities
  • Establish and maintain client relationships, educating them on investment strategies
  • Acquire new clients and promote third-party products, such as mutual funds and insurance services
  • Conduct meetings with clients and visit bank branches to meet business goals
Specialized Tasks:
  • Execute trade orders
  • Provide clients with advice based on research reports
Requirements:
  • Graduation is mandatory
  • Hold a valid NISM 8 certification (Equity & Derivatives) or NISM 5 certification (Mutual Funds)
  • Have in-depth knowledge of the stock market
  • Possess excellent communication skills


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