Financial Planning and Investment Advisory Leader

1 week ago


Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Wealth Management Executive

Summary: A seasoned wealth management professional with 7-12 years of experience in financial planning and investment advisory, looking to leverage their expertise to drive growth and expansion in a dynamic environment.

This role offers an exciting opportunity to join a forward-thinking organization dedicated to delivering exceptional client experiences. We are seeking a highly skilled and results-driven Wealth Management Executive to lead our team in driving business growth and developing new strategies.


  • Financial Analyst

    1 week ago


    Navi Mumbai, Maharashtra, India beBeeFinance Full time ₹ 15,00,000 - ₹ 20,00,000

    Investment Advisory Financial Modelling SpecialistAs an Investment Advisory Financial Modelling Specialist, you will play a crucial role in supporting business planning, investment analysis, and strategic decision-making.Develop dynamic financial models to assess feasibility and financial impact of potential business opportunities, including mergers,...


  • Mumbai, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers.Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively...


  • Navi Mumbai, Maharashtra, India ViSure Investment Affairs Full time

    Job Title: Manager - Capital Markets & Investment Banking Advisory Company: Visure Investment Affairs Pvt. Ltd. Location: Belapur, Navi Mumbai Employment Type: On site, Full-time (Monday to Saturday) Experience: 5-6 Years About the Role: We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and...


  • Mumbai, Maharashtra, India Sashr Consultants Full time

    Function: Investment Advisory - Hedge SolutionsDesignation: VP/ SVP (Subject to discussions)Reporting to: CEOLocation: MumbaiJob PurposeWe are seeking a dynamic and experienced professional to lead and expand its advisory business. This role involves end-to-end strategy ownership, client engagement, trade advisory, and coordination with internal teams and...


  • Mumbai, Maharashtra, India 4S Advisory Full time US$ 1,50,000 - US$ 2,00,000 per year

    Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted...

  • Financial Professional

    20 hours ago


    Mumbai, Maharashtra, India beBeeAdvisory Full time ₹ 60,00,000 - ₹ 80,00,000

    Job Title: Equity AdvisorWe are seeking a skilled and client-focused professional to join our Wealth Advisory team as an Equity Advisor.The role involves executing equity, derivatives, options, and cash market orders on behalf of clients.You will deliver end-to-end investment advisory services with a focus on Asset Under Management (AUM) growth and portfolio...


  • Mumbai, Maharashtra, India 4S Advisory Full time US$ 1,50,000 - US$ 2,00,000 per year

    Key Responsibilities: Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. Develop and execute business development strategies to expand the firm's presence and services in targeted...


  • Mumbai, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Domain: Equity Capital Markets (Sell-side) at a reputed merchant banking firmBusiness Unit: Asset Management (Buy-side) Role Overview:We are seeking an experienced professional with a strong ECM / Capital Markets background to join our Asset Management team. The ideal candidate will bring deep expertise from sell-side ECM advisory and help us strengthen our...


  • Mumbai, Maharashtra, India beBeeFinancialAdvisor Full time US$ 90,000 - US$ 1,20,000

    Investment Advisory RoleThis role involves providing expert financial guidance to support business planning, investment analysis, and strategic decision-making. The ideal candidate will have strong financial modelling skills, including experience with valuation, scenario analysis, and sensitivity analysis."] ,

  • Investment Banking

    5 days ago


    Mumbai, Maharashtra, India NAFA Capital Group Full time US$ 15,00,000 - US$ 20,00,000 per year

    New Age Financial Advisory is boutique advisory firm focusing on Investment Banking, Advisory and Strategy.The Investment Banking Division advice and assist Indian and International corporates for M&A, fund raising, strategic advisory, India entry strategy and IPO advisory. We have successfully closed multiple transactions aggregating over $ 2 Bn.Job...