Senior Investment Professional

17 hours ago


Belgaum, Karnataka, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 8,00,000

Role Overview

Job Description

We are seeking a skilled and experienced investment professional to join our Wealth Advisory team as an Equity Advisor. This 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, equity trading, and a proven ability to advise clients on financial solutions that meet their unique needs.

This is a challenging opportunity for an individual who is passionate about delivering exceptional client service and driving business growth through strategic investment advisory services.

Key Responsibilities
  • Deliver end-to-end investment advisory services, focusing on asset under management (AUM) growth and portfolio penetration.
  • Trade execution: execute equity, derivatives, options, and cash market orders on behalf of clients.
  • 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.
  • Manage and strengthen relationships with high net worth (HNI) clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental and technical analysis.

Requirements
  • Education: Graduate with a 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).


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