
Investment Product Specialist
3 days ago
Job Category Wealth 11512 Core domain expertise have Sound knowledge of Wealth1 Assist in raising funds from HNI UHNI clients with Technical Fundamental research for equities and advising the same to clients mapped to the wealth managers 2 Regular meetings with Active clients converting the dormant clients into active along with respective wealth manger 3 Regular regional visit for HNI client meetings seminar events 4 Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters 5 Provide investment support education and guidance to clients prospects and Relationship Managers 6 Provide updates on investment opportunities to clients and Relationship Managers 7 Maintain current knowledge of competitors investment capabilities product offering and pricing policies MBA PGDBA PGPM or Equivalent AMFI NISM IRDA certified
-
Forex Investment Specialist
2 weeks ago
India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000Forex Investment SpecialistOverview:The role of a Forex Investment Specialist entails overseeing secure transactions through effective escrow management, while maintaining strong relationships with clients and stakeholders via regular communication.Key Responsibilities:Ensure accurate financial data analysis to inform investment decisionsConduct...
-
Investment Specialist
6 days ago
Bengaluru, India Workassist Full timeJob Description Work Level: Junior Leadership Core: Organized, Networking Leadership: Responsive Industry Type: Financial Services Function: Investment Advisor Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS Education: PG/ Master Note:...
-
Urgent! Venture Capital Investment Analyst
6 days ago
Mumbai, India Samarthya Investment Advisors Full timeJob Description Full-Time Opportunity: Venture Capital Investment Analyst at Samarthya Location: Nariman Point, Mumbai/ Bangalore / Chennai Commitment: Full-time Requirements:NISM Series XIX-D exam (For Cat I and II AIF ) About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential...
-
Investment Analysis Expert
2 weeks ago
India beBeeinvestment Full time US$ 80,000 - US$ 1,50,000Business Intelligence Specialist Role">We are seeking a skilled Business Intelligence Specialist to support investment decisions and monitor investments in startups and privately held US companies.The ideal candidate will conduct market research, competitive analysis, and industry deep-dives on startups and private companies to inform strategic...
-
Strategic Equity Investment Advisor
2 weeks ago
India beBeeEquityInvestment Full time ₹ 7,00,000 - ₹ 10,50,000Job OpportunityWe are seeking an ambitious and skilled Equity Investment Specialist to manage and grow partnerships with clients, trading networks, and financial institutions.The ideal candidate will have experience in the broking industry, with a solid understanding of equity segments, investment products, and client management.To trade on behalf of clients...
-
Strategic Investment Advisor
1 week ago
India beBeeInvestment Full time ₹ 8,00,000 - ₹ 16,00,000Investment Strategy SpecialistWe are seeking a seasoned investment strategy specialist to join our team. This role involves analyzing regional economic trends, market trends, policy changes, and regulatory developments to assess investment impact.Key responsibilities include supporting teams in delivering projects, expanding knowledge of the Indian business...
-
Investment Specialist
2 weeks ago
India Job Listings by Babblebots Full timeRole: Investment Analyst - DeepTech Startups Experience: 2-5 years Y-Point is a DeepTech-focused venture capital fund sponsored by SINE, IIT Bombay. Artificial Intelligence & Computing - Our focus is on early-stage investments from pre-seed to pre-Series A, supporting founders through the critical TRL 4-7 phase ("Valley of Death") with capital, strategic...
-
India Alphabet Investment Full time- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for...
-
Investment Advisor
8 hours ago
India Green HR Solutions Full timeHiring for MNC, We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management,...
-
Investment Advisor
27 minutes ago
India Green HR Solutions Full timeHiring for MNC,We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management, combined with...