Strategic Investment Advisor

2 weeks ago


Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

About this role

We are seeking a self-driven, financially skilled individual with an eye for investment analysis and advisory.

Key Responsibilities:

  • Learn 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.

Benefits:

This is an exceptional opportunity to develop your skills and knowledge in investment analysis and advisory.

Detailed Internship Information:

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.



  • Ajmer, Rajasthan, India beBeeStrategy Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Strategic Leadership RoleWe seek an experienced professional to drive strategic business initiatives as a key advisor to the Promoter.Key Responsibilities:Collaborate closely with the Promoter to shape strategy, monitor deal pipelines, and provide oversight on transaction execution.Apply knowledge of Investment Banking and capital markets to assess...


  • Ajmer, Rajasthan, India beBeeInvestor Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Job OverviewVenture-scale startups need strategic investment to fuel their growth. Our team looks for bold ideas and resilient founders at the earliest stages, providing private capital to support their journey.Key ResponsibilitiesCraft investment strategies, build high-quality deal pipelines, conduct rigorous sectoral and company-specific...


  • Ajmer, Rajasthan, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 26,00,000

    Strategic Financial AdvisorWe seek an experienced Senior Financial Analyst to join our investment team. The successful candidate will play a pivotal role in analyzing financial data, evaluating investment opportunities, and supporting strategic decision-making.Key Responsibilities:Conduct comprehensive financial analysis of investment opportunities across...


  • Ajmer, Rajasthan, India beBeeLeadership Full time ₹ 8,00,000 - ₹ 12,00,000

    Director - Wealth Job DescriptionThe role of the Director of Wealth at our organization involves driving the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning.This position requires a deep understanding of portfolio management, regulatory compliance, and investment...


  • Ajmer, Rajasthan, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Role OverviewWe are seeking an experienced Certified Financial Planner with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients.Key Responsibilities:Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial...


  • Ajmer, Rajasthan, India beBeeWealth Full time ₹ 40,00,000 - ₹ 65,00,000

    Sr. VP of Wealth ManagementThe Sr. VP – Wealth Management oversees a portfolio of high-net-worth and ultra-high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.Key Responsibilities:Client Acquisition & Retention: Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior...


  • Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Investment AnalystOur team is seeking an analytical professional to work closely with our venture capital fund, focusing on transformative startups emerging from top research institutions in India. The ideal candidate will have a strong background in finance and be able to identify investment opportunities that drive growth.Key...

  • Investment Analyst

    2 weeks ago


    Ajmer, Rajasthan, India 4point0 Health Ventures Full time

    Company Description4point0 Health Ventures is an early-identifier and investor in new-age, health-tech startups on the brink of breakthroughs. With decades of experience in healthcare operations, pharmaceuticals, and entrepreneurship, we bring strategic value to young ventures. Our goal is to make groundbreaking innovations accessible to everyone.Role...


  • Ajmer, Rajasthan, India beBeeAdvisory Full time ₹ 80,00,000

    We are seeking a seasoned Advisor to join our Wealth Advisory team.The role involves executing trades, handling high net worth (HNI) clients and cross-selling financial products. The ideal candidate will have experience in terminal handling, equity & derivative trading and the ability to advise clients on diversified financial products.Key...


  • Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000

    About UsPrecize is an alternative investment platform providing access to pre-IPO shares and global trade finance opportunities.We envision a future where accessing private markets is as seamless as navigating the public markets—an open environment that transcends traditional investing in India.The RoleWe are seeking an Investment Analyst focused on...