Senior Investment Advisor

4 days ago

Delhi, Delhi, India beBeeWealth Full time ₹ 6,00,000 - ₹ 12,00,000
Wealth Management Professional

Key Responsibilities

  • Built and maintained high-value relationships with key stakeholders at corporate offices.
  • Conducted exclusive interaction sessions and activities for HNI/UHNI corporate employees.
  • Made on-site visits to corporate offices to provide personalized investment advice and deliver product presentations.
  • Achieved client acquisition targets through direct selling and suitcase selling methods.

Sales and Business Development Strategies

  • Driven sales of wealth management products including mutual funds, insurance, portfolio management services, AIFs, and other investment vehicles.
  • Identified lending requirements of HNI/UHNI customers and provided suitable solutions.
  • Qualified leads within corporate offices and converted them into loyal clients.
  • Developed and implemented sales strategies tailored to the investment needs, risk profiles, and financial goals of HNI/UHNI corporate employees.

Portfolio Advisory and Financial Planning Services

  • Provided expert investment and portfolio advice to corporate employees, helping them plan their financial journeys.
  • Analyzed client profiles and recommended suitable wealth management solutions and products.
  • Regularly reviewed clients' financial portfolios to ensure alignment with evolving financial objectives and market trends.

Market Research and Analysis Expertise

  • Stayed updated with market trends, economic indicators, and regulatory changes to offer relevant insights.
  • Analysed competitor products and strategies to enhance product offerings and maintain competitiveness.
  • Communicated market updates, new product offerings, and financial insights to clients.

Compliance and Documentation Requirements

  • Ensured all sales activities complied with regulatory guidelines and industry standards.
  • Maintained accurate documentation and records of client interactions, investment preferences, and transactions.
  • Conducted KYC and due diligence processes adhering to industry standards.

  • Equity Advisor

    2 weeks ago

    Delhi, Delhi, India INVESTMENT SOLUTIONS HUB Full time

    We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue through client portfolio advisory in equity,...

  • Manager Investment Banking

    5 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors ( is...

  • Manager Investment Banking

    4 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.About Maple Capital AdvisorsMaple Capital Advisors ( is a...

  • Manager Investment Banking

    4 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi.This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M& A and Private Equity transactions.  About Maple Capital Advisors  Maple Capital Advisors (...

  • Manager Investment Banking

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi.This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors...

  • Manager Investment Banking

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.  About Maple Capital Advisors  Maple Capital Advisors...

  • Manager Investment Banking

    15 hours ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors...

  • Analyst Investment Banking

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Analyst - Investment Banking to join our team in New Delhi.This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors...

  • Senior Education Advisor

    2 days ago

    Delhi, Delhi, India beBeeEducation Full time ₹ 8,00,000 - ₹ 15,00,000

    Senior Education Advisor RoleThis is a full-time on-site position for an overseas education advisor.The ideal candidate will be responsible for guiding individuals through the process of applying to international education programs, providing personalized support, and ensuring all documentation and admissions requirements are met.Key Responsibilities:Provide...

  • Analyst Investment Banking

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Analyst - Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.  About Maple Capital Advisors  Maple Capital...