Senior Financial Advisor

2 days ago


Nellore, Andhra Pradesh, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 80,00,000

Role Overview

We are seeking a skilled and client-focused financial professional to join our Wealth Advisory team.

The ideal candidate will possess expertise in equity trading, derivatives, and investment advisory services. Key responsibilities include:

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Digital Client Management: Deliver end-to-end investment advisory services with a focus on portfolio growth and penetration.
  • Strategic Partnerships: Cross-sell a range of financial products including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP & other offerings.
  • Client Relationship Management: Manage and strengthen relationships with high net worth (HNI) clients through consistent advisory support.
  • Financial Analysis: Conduct risk profiling and provide guidance based on fundamental and technical analysis.

Requirements:

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

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