Portfolio Strategist

4 days ago


Kottayam, Kerala, India beBeeBrokerage Full time ₹ 60,00,000 - ₹ 1,20,00,000

Job Overview

The successful candidate will be a seasoned Brokerage Specialist with a strong sales background and extensive knowledge of the equity market.

Key Responsibilities

  1. Client Engagement & Onboarding
  • Identify and acquire new clients for equity trading and investment services.
  • Build a robust network to generate leads and convert prospects into active clients.
  • Facilitate seamless onboarding with proper documentation and KYC compliance.
Client Relationship Management
  • Nurture long-term relationships with retail and high-net-worth clients.
  • Understand clients' financial goals, risk appetite, and investment needs to provide customized solutions.
  • Conduct periodic portfolio reviews and suggest timely adjustments.
Equity Market Advisory & Execution
  • Provide expert advice on equity investments, market opportunities, and trading strategies.
  • Ensure accurate and timely execution of trades.
  • Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives.
Revenue Growth
  • Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales.
  • Drive client activity levels to meet brokerage and sales objectives.
  • Explore cross-selling opportunities to maximize wallet share.
Market Intelligence & Research
  • Stay updated on equity markets, economic developments, and corporate actions.
  • Share insights and proactively guide clients on portfolio strategies.
  • Contribute inputs for internal market reports and strategy development.
Compliance & Risk Management
  • Adhere to all regulatory requirements (SEBI, NSE/BSE, etc.).
  • Maintain accurate client records for audits and compliance.
  • Educate clients about market risks and ensure investments are aligned with their risk profile.

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