Senior Investment Professional

2 days ago


Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Job Description

About the Role:

  • This is a senior client-facing role within the Investments team, responsible for delivering consistently excellent outcomes to clients across various investment services.

Key Responsibilities:

  • Provide expert knowledge on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks, and compliance.
  • Stay up-to-date with market trends, new features, regulatory requirements, and potential risks, analyzing data from sales figures and customer feedback to support product development.
  • Respond to customer inquiries, attend client meetings, and provide detailed understanding of complex personal or corporate financial circumstances to offer suitable product solutions.
  • Present the advantages and features of products to potential customers, building trust and encouraging adoption.
  • Support the development and execution of marketing materials, such as pitch materials and client presentations.
  • Participate in training sessions and workshops to share product knowledge with colleagues and stakeholders.
  • Engage in events, conferences, and networking opportunities to showcase products and generate interest.

Vice President Expectations:

  • Contribute to or set strategy, drive requirements, and make recommendations for change.
  • Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures.
  • Define jobs and responsibilities, plan for future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes.
  • Lead specialists to influence department operations, aligning with strategic and tactical priorities while balancing short- and long-term goals.
  • Manage risk and strengthen controls, demonstrating leadership and accountability for work done by the team.


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