Senior Financial Trader

24 hours ago

Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000
Financial Services Professional

The role involves active trading, execution of orders, and cross-selling of diversified financial products. The ideal candidate should have hands-on experience in terminal management, equity & derivative trading, and a proven ability to advise clients on various investment options.

  • Execute trades for clients, focusing on equity, derivatives, options, and cash market transactions.
  • Deliver comprehensive investment advisory services with an emphasis on portfolio growth and client engagement.
  • Cross-sell a range of third-party financial products such as insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP, and other offerings.
  • Build and maintain strong relationships with high net worth individuals through consistent support and advisory services.
  • Conduct risk assessments and provide guidance based on fundamental & technical analysis.

Key Requirements:

  • Education: Bachelor's degree with a minimum 55% score.
  • Experience: Minimum 2 years in HNI broking, trading, or wealth advisory.
  • Domain Knowledge:
  • Equity & derivative markets (cash, options, trading).
  • Broking & operations.
  • Investment advisory & client portfolio management.
  • Technical Skills: Proficiency in Trading Applications & MS Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

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