Senior Financial Consultant

2 days ago

Lucknow, Uttar Pradesh, India beBeeEquity Full time ₹ 40,00,000 - ₹ 80,00,000

We are seeking a skilled and experienced professional to join our Wealth Advisory team as an Equity Advisor. The role involves trading & order execution, handling high net worth clients, and cross-selling of wealth & investment products.

The ideal candidate will possess excellent communication skills, be able to work independently, and have strong analytical and problem-solving skills.

About the Role

The Equity Advisor will be responsible for executing equity, derivatives, options, and cash market orders on behalf of clients. Delivering end-to-end investment advisory services with focus on assets under management growth and portfolio penetration.

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Investment Advisory Services: Deliver end-to-end investment advisory services, focusing on AUM growth and portfolio penetration.
  • Cross-Selling Financial Products

We require candidates to have hands-on experience in terminal handling, equity & derivative trading, and proven ability to advise clients on diversified financial products. A graduate with minimum 55% marks and at least 2 years of experience in HNI broking, trading, or wealth advisory is preferred. Proficiency in Trading Applications & MS Office is mandatory.

Key Requirements

Education: Graduate with minimum 55% marks.

Experience: 2+ years in HNI broking, trading, or wealth advisory.

Domain Knowledge:

  • Equity & derivative markets (cash, options, trading).
  • Broking & operations.
  • Investment advisory & client portfolio management.

Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

Technical Skills: Proficiency in Trading Applications & MS Office.

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