Senior Financial Planning Specialist

3 days ago

Nagpur, Maharashtra, India beBeeAdvisor Full time ₹ 40,00,000 - ₹ 80,00,000

Job Opportunity:

We are seeking an experienced and skilled Financial Advisor to join our team.

The role involves providing expert advice on diversified financial products, including equity, derivatives, options, and cash market orders. The successful candidate will have hands-on experience in terminal handling, trading, and client relationship management.

  • Key Responsibilities:
  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio penetration.
  • Cross-sell a range of third-party financial products.
  • Manage and strengthen relationships with high net worth (HNI) clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental & technical analysis.

Requirements:

  • Education: Graduate with minimum 55% marks.
  • Experience: 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).

Interested Candidates: Please share your updated resume for further consideration.

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