Unlock Your Potential as an Investment Strategist

2 weeks ago


Kannur, Kerala, India beBeeEquityAdvisor Full time ₹ 60,00,000 - ₹ 1,20,00,000

As a key player in helping clients navigate the complex equity market, you will play a pivotal role. Your primary responsibility is to activate trading accounts for new clients and educate them on market dynamics.

The ideal candidate should have a postgraduate degree and a minimum of 2 years of experience in broking, with at least 6 months of hands-on experience in equity dealing. A strong understanding of financial products and market trends is essential, along with certification from the National Institute of Securities Markets (NISM).

A successful Equity Advisor must be able to cross-sell investment products such as insurance, mutual funds, PMS, SIP, and IPOs to existing clients while ensuring timely collection of margins and market-to-market losses. They must also possess excellent communication skills, enabling them to provide market insights and investment advisory services based on current financial conditions.



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