Senior Investment Advisor

3 days ago


Gandhinagar, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

Job Title:

Seeking a seasoned professional for Equity Investment role.

  • Develop and maintain strategic partnerships with key stakeholders to drive business growth.
  • Provide expert investment advice, manage client portfolios, and optimize trading performance.
  • Cultivate strong relationships with clients, delivering exceptional market insights and tailored solutions.

Key Responsibilities:

  • Trade on behalf of clients in Equity & Derivative markets.
  • Manage daily trades and investments for assigned clients.
  • Share actionable research findings with targeted clients, ensuring their optimal engagement.
  • Foster activation of engaged clients and track revenue progress.
  • Maintain or exceed established revenue targets.

Requirements:

  • At least one year of experience in the financial services industry, preferably B2B.
  • Deep understanding of equity brokerage, mutual funds, PMS, and related investment products.
  • Ability to collaborate effectively with partners to enhance client engagement.
  • Stay current with market trends, investment strategies, and capital market developments.
  • Results-driven individual with a passion for achieving revenue targets.


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