Financial Advisor Opportunity

1 week ago


Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000
Financial Advisor Opportunity

We are seeking a skilled and experienced Financial Advisor to join our Wealth Advisory team.

The role involves trading, order execution, high net worth (HNI) client handling, and cross-selling of wealth and investment products.

The right candidate should have hands-on experience in terminal handling, equity and derivative trading, and a proven ability to advise clients on diversified financial products.

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services, with focus on asset under management (AUM) growth and portfolio penetration.
  • Cross-sell a range of third-party financial products such as:
  • Insurance, Mutual Funds, Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Bonds, Fixed Deposits (FDs), Alternative Investment Funds (AIFs), Tax Saving Schemes (TGS), Unlisted Shares, Investor Awareness Programmes (IAP) & other offerings.
  • Manage and strengthen relationships with HNI clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental and technical analysis.

Requirements:

  • Education: Graduate with minimum 55% marks.
  • Experience: 2+ years in HNI broking, trading, or wealth advisory.
  • Domain Knowledge:
  • Equity and derivative markets (cash, options, trading).
  • Broking and operations.
  • Investment advisory and client portfolio management.
  • Technical Skills: Proficiency in Trading Applications and Microsoft Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

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