Strategic Equity Liaison

12 hours ago

Thāne, Maharashtra, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 10,00,000

Job Title:

Strategic Equity Liaison

Location: Mumbai, Thane

Experience: Minimum 1-5 years in a similar role

Job Overview:

We are seeking an experienced and results-driven Strategic Equity Liaison to build and maintain partnerships with clients, provide expert investment advice, and optimize portfolio performance.

The ideal candidate will have experience in the broking industry, a deep understanding of equity and derivative segments, mutual funds, PMS, and other investment products.

Key Responsibilities:

  • Trade on behalf of clients with their consent in Equity & Derivative segments.
  • Manage client's day-to-day trades & investments.
  • Engage with mapped clients regularly to pass on technical and fundamental research ideas.
  • Ensure activation of mapped clients.
  • Meet laid down revenue/brokerage targets.
  • Collaborate with DIGI Partners to develop client-wise trading strategies.

Requirements:

  • Minimum 1 year in the broking industry with B2B experience preferred.
  • Strong knowledge of equity broking, mutual funds, PMS, and investment products.
  • Ability to work closely with partners to drive client trading activity.
  • Willingness to stay updated on capital markets and trading strategies.
  • Goal-driven with a passion for achieving revenue/brokerage targets.

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