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Senior Investment Strategist

2 weeks ago

Jammu Chandigarh, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
Equity Portfolio ManagerWe are actively seeking a highly knowledgeable and client-focused individual to manage equity portfolios and drive brokerage revenue through expert advice, trade execution, and relationship development. This pivotal role is responsible for providing in-depth insights, recommending aligned strategies, and executing trades on behalf of clients while fostering long-term relationships.Key Responsibilities:
  • Portfolio Advisory: Provide expert guidance on equity portfolios, aligning recommendations with market trends and client goals to generate brokerage revenue.
  • Order Execution: Efficiently execute orders on trading terminals, ensuring accurate and timely trade execution.
  • Relationship Development: Develop and maintain long-term relationships with customers to ensure high retention rates while focusing on new business opportunities.
  • Market Updates: Stay updated with market knowledge, including equity trends, company performance, and macroeconomic factors, to provide informed advice.
  • Compliance Adherence: Ensure all advisory and trading activities are conducted in strict adherence to compliance and risk regulations and internal policies.
  • Client Communication: Maintain proactive communication with clients, keeping them updated on their orders and providing relevant market information.
Required Skills and Qualifications:
  • Expertise in equity portfolio management.
  • Proficiency in order execution on trading terminals.
  • Strong capabilities in developing and maintaining long-term customer relationships.
  • A keen ability to generate new business.
  • Commitment to being constantly updated with market knowledge.
  • Adherence to compliance and risk regulations.
  • Effective communication skills for keeping clients updated on their orders.
  • Strong analytical skills for market assessment.
Benefits:

This role offers the opportunity to work with a dynamic team, drive business growth, and develop expertise in equity portfolio management.

Others:

Proven experience as an Equity Advisor or in a similar role within the financial services industry is preferred. Relevant certifications may be required.