Career Opportunities in Wealth Management
1 week ago
Financial Services ProfessionalThis is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.As part of the program, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation.Responsibilities:Portfolio & Client EngagementLearn about client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Financial Research & AnalysisConduct 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 & Risk ManagementDevelop portfolio allocation strategies.Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.Create a portfolio of assets allocating virtual money 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 powered risk profiling.Technical & AI-Driven Financial ToolsLearn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.
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Senior Wealth Manager
3 weeks ago
Junagadh, India Motilal Oswal Financial Services Ltd Full timeCompany Name: Motilal Oswal Financial Services Limit (MOFSL)Location - Bengaluru, Chennai Profile - Wealth ManagerKey Responsibilities:Client Acquisition & Relationship ManagementAcquire and onboard HNI/UHNI clients via referrals, networking, and market mapping.Build long-term, trust-based relationships and act as a single point of contact for all wealth...
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Senior Wealth Manager
3 weeks ago
Junagadh, India Motilal Oswal Financial Services Ltd Full timeCompany Name: Motilal Oswal Financial Services Limit (MOFSL)Location - Bengaluru, Chennai Profile - Wealth ManagerKey Responsibilities:Client Acquisition & Relationship ManagementAcquire and onboard HNI/UHNI clients via referrals, networking, and market mapping.Build long-term, trust-based relationships and act as a single point of contact for all wealth...
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Wealth Management Development Program
2 weeks ago
junagadh, India beBeeRiskManagement Full timeJob SummaryAs a Wealth Manager Intern, you will be involved in high-impact projects focusing on investment advisory, portfolio optimization, asset allocation, and risk assessment.Key responsibilities include wealth management, client engagement, financial research and analysis, portfolio and risk management, technical and AI-driven financial tools, and...
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Career Opportunities in Solution Development
5 days ago
junagadh, India beBeeSolutionDesigner Full timeUnlock a Rewarding Career in Solution DesignWe are a healthcare solutions provider dedicated to empowering organizations to be future-ready.Bold, industrious, and nimble individuals can thrive with us as we celebrate entrepreneurship and innovation.Strategize and lead functional and technical solution development for business growth.Showcase thought...
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junagadh, India beBeeProfessional Full timeAre you seeking a challenging and rewarding career in Professional Services Automation? We have an exciting opportunity for experienced professionals to join our team.Key Responsibilities:Implementation and configuration of Workday's PSA solutionsProject planning and resource management to billing and revenue recognitionWorkday module implementation and...
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Career Opportunity in Financial Services
2 weeks ago
junagadh, India beBeeFinancial Full timeUnlock Your Financial PotentialWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients on investment and insurance opportunities.Benefits:You can expect a high earning potential with average commissions ranging from...
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junagadh, India beBeeStrategist Full timeMarketing Strategist OpportunityWe are seeking a highly skilled Marketing Specialist to collaborate with us on innovative marketing strategies.The ideal candidate will have excellent written and verbal communication skills, good interpersonal skills, and proficiency in MS Office and social media channels.This is a full-time, permanent position with a...
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Career Opportunities in Web Development
1 week ago
junagadh, India beBeeDevelopment Full timeJob OpportunityWe are seeking a skilled Web Developer to join our team.About the RoleThe ideal candidate will work collaboratively with cross-functional teams to design, develop, and maintain cutting-edge websites and web tools. This individual must be comfortable working in a dynamic environment while taking initiative to drive innovation and projects...
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junagadh, India beBeeContract Full timeKey Responsibilities of the Contract Lifecycle Manager Role:Maintain and track commercial contracts throughout their lifecycle, including Master Services Agreements (MSAs), Order Forms, and Statements of Work (SOWs).Monitor key contract obligations, deliverables, and renewal timelines; send reminders and coordinate actions with relevant teams.Support invoice...
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Career Advisor
2 weeks ago
junagadh, India beBeeCareer Full timeKey Role OverviewThis role is focused on engaging prospective students and guiding them in understanding how they can achieve their career goals.Engage with Prospective Students: Establish connections with potential candidates through calls, emails, and digital platforms, presenting ElevateMe's programs and services.Identify Student Needs: Understand...
