Financial Investment Specialist

2 days ago


Kollam, Kerala, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Title: Financial Investment Specialist

We are seeking a seasoned and motivated investment professional to join our organization in Delhi/NCR.

The role involves driving investor acquisition, building relationships with high net worth individuals (HNIs), ultra HNIs (UHNIs), family offices, and professionals, and promoting company's alternate investment opportunities.

Key Responsibilities:

  • Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
    • Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
      • Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
        • Collaborate with the investment team to present structured opportunities and conduct investor pitches.
          • Stay updated on trends in startups, venture capital, private markets, and alternate investments.
          • Required Skills:
            • Strong communication and negotiation skills
            • Ability to understand complex financial concepts
            • Excellent relationship-building skills

Why Choose Us?

As a leading provider of wealth management services, we offer a dynamic and challenging work environment that encourages growth and development.

Join us and be part of a talented team that is passionate about delivering exceptional results in investment management.



  • Kollam, Kerala, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Healthcare Investment SpecialistWe are seeking a skilled investment analyst to join our team and contribute to the growth of innovative health-tech startups.The successful candidate will be responsible for conducting thorough investment analyses, developing comprehensive knowledge of the healthcare industry, and collaborating with cross-functional teams to...


  • Kollam, Kerala, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 85,00,000

    Consumer Investment SpecialistWe are seeking an accomplished professional to spearhead our investment strategy and drive business growth in the consumer market.This full-time role entails conducting thorough financial analysis, evaluating potential investments, and providing expert guidance on portfolio management.Key responsibilities include researching...


  • Kollam, Kerala, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Financial Analyst RoleThe primary function of this position is to provide high-quality financial analysis and research reports that support informed investment decisions. The successful candidate will possess strong analytical skills, with the ability to develop complex financial models using various valuation methods.Key Responsibilities:Financial Modeling:...


  • Kollam, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Role Overview:The Investment Counsellor is a key position within an organization, responsible for providing bespoke investment and financial planning services to clients.Key Responsibilities:Client Consultation and Relationship Management:Conduct thorough consultations with clients to understand their financial objectives, risk tolerance, investment...


  • Kollam, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Investment analysts play a pivotal role in shaping the value and impact of their organization across various business areas and client interactions.Key Responsibilities:Conduct thorough financial analyses to identify potential investment opportunities that align with strategic objectivesEvaluate macroeconomic and microeconomic factors affecting targets,...


  • Kollam, Kerala, India beBeeinvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Banking CareerWe are seeking a highly skilled and experienced Investment Specialist to join our team at Discoveries-Quintessential. As an Associate Vice President – Investment Banking, you will play a key role in deal execution, client management, and strategic growth.Key Responsibilities:Lead transaction management, including due diligence,...


  • Kollam, Kerala, India beBeeTreasury Full time ₹ 10,00,000 - ₹ 20,00,000

    Job Title: Financial Operations SpecialistWe are seeking an experienced financial operations professional to manage cash flow forecasting, liquidity planning, and investment strategies.Develop comprehensive financial models to support efficient liquidity management.Oversee electronic cash receipt and disbursement processing, including reconciliation and...


  • Kollam, Kerala, India beBeeAccounting Full time ₹ 1,00,00,000 - ₹ 1,20,00,000

    Financial Reporting SpecialistWe are seeking a highly skilled Financial Reporting Specialist to join our team. The successful candidate will have hands-on experience in financial reporting and analysis, as well as a strong understanding of consolidated concepts and accounting standards.Key Responsibilities:Prepare accurate and timely financial reports for...


  • Kollam, Kerala, India beBeeResearch Full time ₹ 25,00,000 - ₹ 50,00,000

    Explore the World of Investment ResearchJoin us on an extraordinary journey in finance and investment research. As a motivated and analytical student intern, you will be part of a dynamic team that is dedicated to discovering new opportunities in the rapidly evolving fintech landscape.Key Responsibilities:Conduct in-depth research on financial markets,...


  • Kollam, Kerala, India Magma Consultancy Full time

    About the Company:Founded in 2021, our client specializes in hospitality investment and development across the U.S., focusing on drive-to destinations like national park gateway towns, beach towns, ski resorts, lake regions, and wine country. We combine strategic real estate investment, asset management, and business growth expertise to enhance profitability...