Financial Advisor

7 days ago

Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

As a key player in our wealth advisory team, this role demands exceptional skill and expertise in the realm of equity and derivative trading.

We are seeking an experienced and client-focused professional to join us in providing top-notch investment advisory services to our high net worth clients.

The ideal candidate will possess hands-on experience in terminal handling, equity & derivative trading, and a proven track record of advising clients on diversified financial products.

  • Execute trades for clients across various market segments.
  • Deliver comprehensive investment advisory services with a focus on portfolio growth and client satisfaction.
  • Cross-sell a range of third-party financial products including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP, and other offerings.
  • Nurture and strengthen relationships with high net worth clients through consistent advisory support.
  • Conduct thorough risk profiling and provide guidance based on fundamental and technical analysis.

This is an exciting opportunity to work with our seasoned team and contribute to the growth and success of our organization.

Key Requirements:

  • Education: Graduate degree with minimum 55% marks.
  • Experience: At least 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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