
Senior Manager of Investment Operations
7 days ago
We are seeking a highly experienced and results-driven Branch Manager to oversee our Equity Broking operations. If you possess extensive knowledge across distribution, operations, sales, and management techniques, with a strong focus on achieving business targets and team growth, we invite you to lead one of our key branches.
Key Responsibilities:- Manage all aspects of branch operations, demonstrating expertise in distribution, operations, customer service, human resources, administration, and sales.
- Utilize your knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Insurance to drive business.
- Develop comprehensive forecasts, financial objectives, and strategic business plans for the branch.
- Consistently meet and exceed business targets, goals, and metrics.
- Allocate funds effectively to maximize profitability and efficiency.
- Provide branch personnel with continuous training, coaching, development, and motivation, fostering a high-performing team.
- Adhere to the highest ethical standards and ensure full compliance with relevant regulations and laws.
- Network strategically to enhance the presence and reputation of the branch within the market.
- Minimum 5 years of experience as an existing Branch Manager, Assistant Branch Manager, or Branch Assistant Branch Operations Manager in the financial services sector.
- Demonstrated knowledge of modern management techniques and organizational skills.
- A results-driven and customer-focused approach to leadership.
- Proven leadership and human resources management skills.
- A degree in Business Administration or a related field.
-
Senior Investment Manager
3 days ago
Bhubaneswar, Kolkata, Ranchi, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 20,00,000Senior Investment ManagerWe are seeking a highly skilled Senior Investment Manager to join our team. As a Senior Investment Manager, you will be responsible for advising clients on their investments in the equity and derivatives markets.Build strong relationships with clients by educating them on investment opportunities and providing personalized...
-
Senior Investment Products Sales Leader
4 days ago
Kolkata, Ahmedabad, Cochin / Kochi / Ernakulam, India beBeeInvestment Full time US$ 9,00,000 - US$ 12,00,000Job TitleVP / AVP NRI Desk / Equity BrokingJob DescriptionOur team is looking for a results-driven professional to lead our NRI Desk and Equity Broking operations. As VP / AVP, you will be responsible for achieving business targets through strategic up-selling and cross-selling of investment products to our existing acquired NRI clients.Key responsibilities...
-
Senior Investment Management Specialist
5 days ago
Pune, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Job Title: Senior Investment Management SpecialistAs a Senior Investment Management Specialist, you will play a key role in supporting a large international Investment Management Client during Asia-Pacific hours. You will be responsible for providing high-quality support to both internal and external clients, while ensuring seamless trade confirmation, trade...
-
Senior Business Development Manager
7 days ago
Pune, Coimbatore, Cochin / Kochi / Ernakulam, India beBeeBusiness Full time ₹ 9,00,000 - ₹ 12,00,000Job Title: Senior Business Development ManagerJob Description:We are seeking an accomplished and results-driven Senior Business Development Manager to join our team. In this leadership role, you will be responsible for driving revenue growth, building and managing a high-performing team of Relationship Managers, and expanding our presence with clients in...
-
Senior Investment Manager
7 days ago
Gurgaon / Gurugram, Kolkata, Hyderabad / Secunderabad, Telangana, India beBeeFinancial Full time US$ 9,00,000 - US$ 12,00,000Role OverviewThe Senior Associate will play a pivotal role in evaluating and executing investment opportunities in private companies. This position demands a strong analytical mindset and the ability to collaborate with various teams to support strategic investments.Key ResponsibilitiesConduct comprehensive financial analyses and due diligence for private...
-
Investment Portfolio Manager
5 hours ago
Cochin / Kochi / Ernakulam, Surat, Coimbatore, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Job Title: Investment Portfolio Manager">Role Summary:A dynamic and experienced professional is required to drive sales of financial products through a network of Independent Financial Distributors (IFDs).Responsibilities:
-
Associate - Private Investment Operations
2 days ago
Pune, India TIAA Full timeThe Senior Specialist - Nuveen Client Services conducts operational activities for the investment function, supporting the management of capital on behalf of pensions, endowments, corporate plan sponsors, and other institutional investors. Working under limited supervision, this job executes various operational processes pertinent to trade processing,...
-
Executive Director
2 days ago
Cochin / Kochi / Ernakulam, Pune, Coimbatore, India beBeeRevenue Full time ₹ 12,00,000 - ₹ 30,00,000Leadership Opportunity: Driving Revenue GrowthThis leadership role is focused on driving revenue targets, building and managing a high-performing team of relationship managers, and expanding our presence with clients in Dubai and other offshore locations.Achieve the revenue targets set for the NRI Team by broking across Equity, Derivatives, Commodity, and...
-
Operations Executive
3 days ago
Pimple Nilakh, Pune, Maharashtra, India Veracity Investment Management Full time**Veracity Investment Management is involved in distribution and solicitation of various financial products like mutual funds, health insurance, motor insurance, life insurance, etc.** **The responsibilities of the Operations Executive are as below**: **Core Responsibilities** - **Client Service & Operations Handling for All investment products**: - **MIS...
-
Senior Investment Strategist
3 days ago
Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Wealth Management Opportunities Wealth Manager - A Senior Role in Investment Strategy and Portfolio Construction.Job Description:The role involves developing, implementing, and refining an investment strategy that aligns with the family's long-term objectives, risk appetite, and cash flow needs. The successful candidate will lead portfolio construction,...