
Senior Investment Planner
2 weeks ago
We are seeking a skilled Investment Strategist to develop and implement effective investment plans for our clients.
- Develop a thorough understanding of client's business proposition, geography, sectors, regional strengths, tax benefits, policies, and compliances.
- Manage the complete Investment Promotion project for our client geographies.
- Conduct evaluation meetings with Indian companies/conglomerates.
- Engage in discussions with CXOs of Indian companies to understand their expansion plans.
- Identify businesses with potential to invest/expand in international markets and generate leads.
The successful candidate will be responsible for interacting with overseas companies/consultants via various communication modes. They will identify opportunities for our clients, present client geography as a potential location for company expansion plans, analyze data from interactions and meetings, formulate reports, engage with clients, manage delegation visits, client visits, webinars, investor roadshows, write proposals, business plans, analysis, set up meetings with CXO-level executives of qualified companies, deliver presentations on research findings and trends on cross-border investments, Foreign Direct Investments (FDI), interact with overseas clients, provide regular updates, and author reports containing actionable recommendations.
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Senior Investment Analyst
2 weeks ago
Kottayam, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000Credit analysts play a crucial role in investment research and analysis, combining fundamental research with data-driven techniques to support investment decisions. As a credit analyst, you will have the opportunity to work closely with senior researchers, applying a blend of fundamental analysis and data-driven techniques to support strategic investments...
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Senior Financial Planner
1 week ago
Kottayam, Kerala, India beBeeFinancialPlanner Full time ₹ 20,00,000 - ₹ 25,00,000Job Summary:We are seeking a seasoned Senior Financial Planner and Relationship Expert to join our team. As a trusted advisor, you will leverage your expertise in financial planning and relationship-building to deliver exceptional results.Main Responsibilities:Financial Planning:Develop and implement comprehensive financial plans tailored to clients' goals,...
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Senior Investment Executive
1 week ago
Kottayam, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Investment Leadership PositionWe are seeking an experienced investment professional to lead our investments team. This role will be based in India and is a hybrid position that requires working at least three days a week in the office.Job OverviewThis Investment Leader - Investments role will focus on various aspects of institutional investing, including...
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Senior Financial Planner
1 week ago
Kottayam, Kerala, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Financial Planning and Analysis ManagerThis is a key role in driving financial visibility, performance tracking, and strategic decision-making across the business.The Senior Manager will lead budgeting, forecasting, and long-term financial planning processes in collaboration with business units.They will analyze financial performance, identify variances vs....
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Senior Director of Investment Strategies
1 week ago
Kottayam, Kerala, India beBeeWealth Full time ₹ 50,00,000 - ₹ 65,00,000Wealth Management ExpertThis is an exciting opportunity to join our team as a Senior Vice President of Wealth Management. In this role, you will be responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing them with end-to-end investment advisory and wealth management solutions.As a trusted advisor, you...
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Lead Investment Researcher
1 week ago
Kottayam, Kerala, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000Senior Financial Analyst Job DescriptionWe are seeking an experienced Senior Financial Analyst to join our organization.The successful candidate will play a pivotal role in analyzing financial data, evaluating investment opportunities, and supporting strategic decision-making.Conduct comprehensive financial analysis of investment opportunities across asset...
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Senior Investment Manager
1 week ago
Kottayam, Kerala, India beBeePortfolio Full time ₹ 1,80,000 - ₹ 2,60,000Investment Portfolio ManagerJob Summary:A seasoned investment professional is required to oversee the management of equity portfolios, execute trades on the stock market, and monitor market trends. The successful candidate will engage with clients, provide expert investment advice, and ensure compliance with trading regulations.Key Responsibilities:Managing...
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Senior Financial Strategist
2 weeks ago
Kottayam, Kerala, India beBeeFinancial Full time ₹ 1,56,00,000 - ₹ 2,41,20,000Job DescriptionWe are seeking a seasoned financial planning and client advisory professional to manage high net worth individual portfolios and drive long-term financial success for clients.Key Responsibilities:Establish strong, trusting relationships with high net worth individual clients.Develop comprehensive financial plans covering investments, taxation,...
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Global Investment Strategist
1 week ago
Kottayam, Kerala, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 1,50,00,000Job DescriptionYou will drive investment promotion and economic development projects, acting as the strategic interface between international governments/EDOs and potential investors. Your responsibilities will include:Engaging directly with CXO-level leaders to uncover investment opportunities.Leading FDI advisory and economic promotion projects...
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Senior Investment Research Analyst Position
1 week ago
Kottayam, Kerala, India beBeeResearch Full time ₹ 50,00,000 - ₹ 1,00,00,000Investment Research SpecialistJob Summary:We seek a highly skilled Investment Research Specialist to join our team.Key Responsibilities:Develop and maintain comprehensive financial models, incorporating scenario analysis, DCF, relative, SOTP, and other relevant valuation methods.Create accurate assumptions and valuations with supporting rationale, ensuring...