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Portfolio Strategist

2 weeks ago


Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 34,80,000 - ₹ 46,12,000
Job Title: Portfolio Strategist

We are seeking a skilled Portfolio Strategist to execute trades on behalf of clients and provide expert advisory services to enhance portfolio growth.

The ideal candidate will have hands-on experience in broking, a strong understanding of financial products and market trends, and a proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.

Key Responsibilities:
  • Execute trades aligning with client investment strategies and preferences.
  • Provide expert advisory services for Assets Under Management (AUM) product penetration.
  • Promote third-party investment products.
  • Acquire new clients while maintaining long-term relationships with existing clients.
  • Conduct client meetings to review portfolio performance and provide investment recommendations.
Required Skills and Qualifications:
  • Postgraduate degree required.
  • Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Hands-on experience in broking with a strong understanding of financial products and market trends.
  • Certification: NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and sales target achievement.
Benefits:
  • Competitive compensation package.
  • Opportunities for professional growth and development.
Others:
  • Prior experience in the broking industry is a must.