Wealth Investment Professional

1 day ago

Varanasi, Uttar Pradesh, India beBeeFinancial Full time ₹ 80,00,000
Advisor Job Description

Seeking an experienced Advisor to join our Wealth Advisory team. This role involves trading, order execution, client handling, and cross-selling of wealth & investment products.

Key Responsibilities:

  • Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services with a focus on AUM growth and portfolio penetration.
  • Cross-sell a range of financial products including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, unlisted shares, IAP, and other offerings.
  • Manage and strengthen relationships with HNI clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental and technical analysis.

Requirements:

  • Education: Graduate with 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).

Our Ideal Candidate:

We are looking for a skilled and client-focused Advisor who can deliver exceptional results and build strong relationships with our clients.

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