Stock Market Financial Advisor

3 days ago


Delhi, Delhi, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,20,00,000

Job Title: Investment Advisor

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We are seeking a skilled and experienced investment professional to join our team.

The ideal candidate should have strong knowledge of equity markets, mutual funds, derivatives, and wealth products.

Key Responsibilities:

  • Revenue Generation: Generate revenue through client portfolio advisory in equity, derivatives, and other financial instruments.
  • Client Relationships: Develop and maintain long-term relationships with clients to ensure retention and growth.
  • Market Knowledge: Stay updated with the latest market trends, research reports, and economic developments.
  • Compliance: Ensure strict adherence to compliance and risk frameworks as per regulatory guidelines.
  • Client Communication: Regularly update clients on order status, market opportunities, and portfolio performance.
  • Cross-Selling: Cross-sell third-party financial products like Mutual Funds, SIPs, PMS, Insurance, Bonds, FDs, and NCDs.

The Ideal Candidate:

  • Graduate / Postgraduate in Finance, Commerce, or related fields.
  • Minimum 1 year of experience in stock broking / financial advisory / wealth management.
  • Strong knowledge of equity markets, mutual funds, derivatives, and wealth products.

Why Choose This Opportunity?

This is an exciting opportunity for career growth and professional development. With attractive business sharing models and performance-based incentives across KYC, revenue, and product categories, you will be motivated to achieve your goals and advance your career.



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