Investment Manager

2 days ago


Bhavnagar, Gujarat, India beBeeEquity Full time ₹ 15,00,000 - ₹ 25,00,000
Equity Advisor Role

This position involves managing and growing relationships with partners to drive client trading activity.

Responsibilities:
  • Trade on behalf of clients with their consent in Equity & Derivative segments.
  • Oversee daily trades & investments for clients.
  • Regularly communicate with assigned clients and provide research ideas.
  • Ensure activation of assigned clients.
  • Achieve set revenue/brokerage targets.
  • Collaborate with DIGI Partners to develop client-wise trading strategies and execute them.
Requirements:
  • Minimum 1 year experience in the broking industry with B2B exposure preferred.
  • Strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Willingness to stay updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.

You will play a key role in driving business growth through strong market insights and relationship management. If you have a solid understanding of capital markets and a strategic mindset, this could be an ideal opportunity to grow your career.



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