Senior Investment Planner

2 weeks ago


Kottayam, Kerala, India beBeeInvestment Full time US$ 1,00,000 - US$ 1,20,000
Investment Strategist Position

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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