Strategic Client Advisor

24 hours ago


Guntur, Andhra Pradesh, India beBeeEquity Full time ₹ 1,50,00,000 - ₹ 2,30,00,000
Executive Advisor

We are seeking a skilled Executive Advisor to join our team. As an Executive Advisor, you will play a vital role in acquiring and managing high net worth individual (HNI) clients, providing expert equity advisory services, and building strong relationships.

Key Responsibilities:
  • Client Acquisition: Identify and acquire new HNI clients, leveraging your expertise to understand their requirements and provide tailored solutions.
  • Business Growth: Drive sales targets, revenue growth, and product mix objectives, while improving business generation from existing and new clients.
  • Relationship Building: Develop and maintain strong relationships with HNI clients, ensuring exceptional service and addressing their needs proactively.
  • Product Knowledge: Stay up-to-date on equity and derivatives products, understanding the nuances of equities markets, and utilizing this expertise to advise clients.
Requirements:
  • Experience: 4-12 years in the financial industry, with a similar function or role.
  • Skills: Proficiency in equity and derivatives products, strong understanding of equities markets, and excellent communication skills.
  • Certification: Mandatory certification in Equity and Derivative Segment.
Qualifications:
  • Bachelor's degree or MBA.

As an Executive Advisor, you will be responsible for identifying and acquiring new clients, driving business growth, and building strong relationships with existing clients. You will need to stay up-to-date on equity and derivatives products and utilize this expertise to advise clients. We are looking for a highly skilled and experienced Executive Advisor who can provide expert advice and build strong relationships with our clients.



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