Strategic Portfolio Manager

1 day ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000
Investment Advisory Consultant

We are seeking a skilled Investment Advisory Consultant to join our Wealth Management team.

The role involves trading & order execution, high-net-worth (HNW) client handling, and cross-selling of wealth & investment products. The successful candidate will be responsible for delivering end-to-end investment advisory services, with focus on asset under management (AUM) growth and portfolio penetration.

Key Responsibilities:

  • Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver end-to-end investment advisory services, focusing on AUM growth and portfolio penetration.
  • Cross-sell a range of third-party financial products such as insurance, mutual funds, portfolio management services (PMS), systematic investment plans (SIPs), bonds, fixed deposits (FDs), alternative investment funds (AIFs), tax-saving schemes (TGS), unlisted shares, and individual annuities (IA).
  • Manage and strengthen relationships with HNW clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental & technical analysis.

Role Requirements:

  • Education: Graduate with minimum 55% marks.
  • Experience: 2+ years in HNW 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).

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