Senior Investment Specialist

2 days ago

Anand, Gujarat, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 80,00,000

We are seeking a skilled and client-focused professional to join our Wealth Advisory team as an Investment Advisor.

The role involves executing trades, handling high net worth clients, and cross-selling of wealth and investment products on behalf of clients.

Key Responsibilities:

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients with precision and efficiency.
  • Deliver end-to-end investment advisory services focusing on Asset Under Management (AUM) growth and portfolio penetration.
  • Cross-sell a range of third-party financial products including insurance, mutual funds, Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), bonds, Fixed Deposits (FDs), Alternative Investment Funds (AIFs), Tax-saving Growth Scheme (TGS), unlisted shares, Investment Advisory Products & other offerings.
  • Manage and strengthen relationships with high net worth clients through consistent advisory support and risk profiling.
  • Conduct client risk profiling and provide guidance based on fundamental analysis and technical analysis.

Requirements:

  • A graduate degree with a minimum 55% aggregate mark.
  • Minimum 2 years of experience in HNI broking, trading, or wealth advisory.
  • Domain expertise in equity & derivative markets (cash, options, trading), broking & operations, investment advisory & client portfolio management.
  • Technical skills in Trading Applications & MS Office with proficiency.
  • Certifications in NISM Series VIII – Equity Derivatives (Mandatory).

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