Wealth Strategy Advisor
3 days ago
Job ProfileA wealth management intern will work on advanced projects involving investment guidance, portfolio optimization, asset allocation, and risk profiling.Key Responsibilities:Gain knowledge of client interaction and investment strategies.Assist in preparing business cases and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Financial Analysis & Portfolio Management:Conduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio Optimization & Risk Assessment:Develop portfolio allocation strategies.Perform AI-driven risk profiling using our Virtual Risk Analyzer and understand individual behavioral biases.Create a portfolio of assets allocating virtual funds to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs etc. with near-live price feeds and compare your asset allocation to target asset allocation suggested through AI-driven risk profiling.Technical & AI-Driven Financial Tools:Learn about artificial intelligence in portfolio management.Work on Virtual Risk Analyzer.Work on Virtual Portfolio Analyzer.
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Wealth Portfolio Analyst Intern
1 week ago
nadiad, India beBeeInvestment Full timeJob DescriptionWe are seeking a motivated individual to join our wealth management team as an intern. The role involves working on cutting-edge projects that focus on investment advisory, portfolio management, and asset allocation.Key Responsibilities:Client Engagement and Wealth Management:Analyze client needs and preferences to develop personalized...
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Establish Business Success
2 weeks ago
nadiad, India beBeeStrategist Full timeEnterprise StrategistWe are seeking an ambitious, self-motivated individual to collaborate with business owners in establishing holding companies. As a licensed advisor, you will work closely with clients to design and implement effective strategies for their businesses.Identify potential stakeholdersGuide leads through the onboarding processFollow up with...
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Campus Investment Advocate
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nadiad, India beBeeInvestment Full timeInvestment AmbassadorWe're seeking a charismatic and proactive individual to represent our investment platform on campus.About UsOur mission is to empower students to take control of their financial futures by providing a seamless and accessible investment experience.We believe in the importance of starting early and making informed decisions about one's...
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Head – Medpick
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Nadiad, India MEDPICK Full timeAbout the RoleWe are looking for a dynamic, entrepreneurial leader to head Medpick and drive its next phase of growth. This role is ideal for someone who wants to operate like a founder—high ownership, high responsibility, and high rewards. The compensation structure is intentionally designed with a lean fixed salary and a strong variable component, giving...
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Strategic Growth Advisor
2 weeks ago
nadiad, India beBeeBusiness Full timeBusiness Strategy Professional OpportunityWe are seeking a highly skilled Business Strategy Professional to join our team. As a key member of our strategic planning unit, you will work closely with senior leaders to develop and implement business strategies that drive growth and profitability.The ideal candidate will possess strong analytical skills,...
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Lead Insurance Agent Development
1 week ago
nadiad, India beBeeAgency Full timeJob Title: Agency ManagerWe're seeking an experienced and skilled agency manager to lead our team. As an agency manager, you will be responsible for developing and executing strategies to drive business growth, managing relationships with agents and partners, and ensuring the success of our insurance agency.The ideal candidate will have a strong background...
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Personal Shopping Expert
2 weeks ago
nadiad, India beBeeCustomer Full timeExperience Design LeadAward-winning customer-centric professional sought after for creating immersive brand experiences that inspire loyalty and advocacy.As an integral member of our retail team, you will be responsible for developing and implementing strategies to engage customers, increase sales, and drive business growth.We are looking for a highly...
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Director of Equity Capital Markets
1 week ago
nadiad, India beBeeEquity Full timeKey Roles and Responsibilities:The ECM Leader will spearhead the firm's strategy for capital raising, overseeing IPOs, FPOs, QIPs and placements by originating mandates via relationships with corporates and investors. The role ensures regulatory compliance and transaction execution through structuring, pricing, and roadshows.Main responsibilities include...
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Enterprise Digital Adoption Specialist
1 week ago
nadiad, India beBeeDigital Full timeJob Title: Digital Adoption StrategistISG seeks a dynamic and creative individual to join their team.Key Responsibilities:Lead, mentor, and develop a team of Instructional Designers and DAP Content Developers.Provide coaching, feedback, and career development guidance to build team capability and confidence.Foster a culture of innovation, quality, and...
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Enterprise Solution Designer
3 days ago
nadiad, India beBeeArchitect Full timeLead ESM Application ArchitectAs a member of our architecture and governance team, you will play a key role in:Designing and overseeing large-scale enterprise-wide solutions that drive operational excellence and business agility.Developing and maintaining detailed architecture blueprints for scalable, secure, and future-proof implementations.Integrating...