Portfolio Strategist

4 days ago


Bellary, Karnataka, India beBeePortfolioStrategist Full time ₹ 60,00,000 - ₹ 80,00,000

Job Title: Portfolio Strategist

 

We are seeking an experienced Portfolio Strategist to join our team. As a key member of our investment team, you will be responsible for providing expert advice on equity investments, market opportunities, and trading strategies to drive informed decision-making.

 

Key Responsibilities:

  • Identify and acquire new clients for equity trading and investment services by building a strong network to generate leads and convert prospects into active clients.
  • Facilitate seamless onboarding with proper documentation and compliance.
  • Nurture long-term relationships with retail and high-net-worth individuals, understanding their financial goals, risk appetite, and investment needs to provide customized solutions.
  • Conduct periodic portfolio reviews and suggest timely adjustments to ensure alignment with client objectives.
  • Provide expert guidance on equity investments, market opportunities, and trading strategies to drive informed decision-making.
  • Ensure accurate and timely execution of trades, maintaining high levels of customer satisfaction.

 

Required Skills and Qualifications:

  • Bachelor's degree in Finance, Commerce, or Economics.

 

Benefits:

  • Opportunity to work with a dynamic team of professionals.
  • Competitive salary and benefits package.
  • Professional growth and development opportunities.

 

Others:

  • Strong analytical ability to interpret market trends and provide insights.
  • Excellent communication and interpersonal skills.
  • Proficiency in trading platforms and CRM tools.


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