Portfolio Strategist

16 hours ago

Tiruchi, Tamil Nadu, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,00,00,000
Investment Expert

Job Overview:

  • A professional opportunity to excel as an Investment Expert in a dynamic financial services environment.

Key Responsibilities:

  • Activating trading accounts for clients and providing expert guidance on equity market dynamics.
  • Cross-selling investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.
  • Coordinating daily equity trades for clients and assisting in executing trades online or placing orders on their behalf.
  • Driving revenue growth while ensuring client profitability and long-term engagement.
  • Providing clients with market insights and investment advisory services based on current financial conditions.
  • Acquiring new clients through referrals from existing customers.
  • Reactivating inactive clients through consistent follow-ups and engagement strategies.
  • Ensuring timely collection of margins and market-to-market losses.

Required Skills and Qualifications:

  • Educational Qualification: A postgraduate degree is required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Must not have any self-trading experience.
  • Certification: NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.
  • Prior experience in the broking industry is essential.

A strong candidate will possess excellent communication skills, a deep understanding of the Indian equity market, and a proven track record of driving revenue growth.

Location: Major cities across India including Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi

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