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Senior Equity Portfolio Specialist

2 weeks ago

Ludhiana, Punjab, India beBeeEquityPortfolioManager Full time ₹ 1,04,000 - ₹ 1,30,878

We are seeking a seasoned Equity Portfolio Manager to join our retail distribution team. This key role involves providing expert financial advisory services and managing client portfolios to achieve their investment objectives.

Key Responsibilities
  • Portfolio Management: Provide comprehensive portfolio management services to clients, leveraging your knowledge of equity markets and various investment products.
  • Revenue Generation: Drive significant revenue growth through successful client engagement, advisory, and trading activities.
  • Client Network Development: Proactively expand the client base through referrals, prospecting, and other strategic initiatives.
  • Compliance & Adherence: Maintain strict compliance with regulatory standards and company norms, ensuring all transactions and client interactions adhere to established guidelines.
Required Skills & Qualifications
  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Proven experience in providing financial advisory services and managing client portfolios.
  • Certified NISM Series VIII is a mandatory requirement.
  • Excellent communication, interpersonal, and negotiation skills.
Benefits
  • This role offers a dynamic and challenging work environment with opportunities for professional growth and development.
Other Requirements
  • Strong track record in revenue generation.
  • Deep knowledge of equity markets and various investment products.