
Portfolio Strategist
2 days ago
Investment Counsellor plays a crucial role in providing personalized investment and financial planning services to clients.
This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.
The Investment Counsellor must have a strong understanding of financial markets, investment products, and client relationship management.
Responsibilities- Conduct comprehensive consultations with clients to understand their financial goals, risk tolerance, investment preferences, and time horizons.
- Develop and maintain strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
- Regularly review and update clients' investment portfolios to ensure alignment with their evolving financial goals and market conditions.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certification (e.g., CFA, CFP) preferred.
- Minimum of 3-5 years of experience in investment management, financial planning, or a related field.
- Strong analytical and problem-solving skills with a deep understanding of financial markets and investment products.
- Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
- Proficiency in financial software, portfolio management systems, and Microsoft Office Suite (Excel, PowerPoint, Word).
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Investment Portfolio Strategist
3 days ago
Nagpur, Maharashtra, India beBeeAnalytical Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Investment Portfolio Specialist">Develop and implement effective investment strategies to achieve optimal returns.Monitor and manage risk exposure to ensure the stability of investment portfolios.Provide regular updates and reports on portfolio performance to stakeholders.Foster strong relationships with clients to understand their financial goals and...
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Synthetic Visual Strategist
3 days ago
Nagpur, Maharashtra, India beBeeGraphic Full time ₹ 5,50,000 - ₹ 8,50,000Job Title: Synthetic Visual Strategist">About the RoleWe are seeking a skilled Junior Graphic Designer to join our team. As a junior graphic designer, you will work closely with our clients to understand their business before creating and executing integrated marketing strategies.Design engaging visual content for social media platforms.Create high-quality...
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Building Global Wealth
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Nagpur, Maharashtra, India beBeePortfolio Full time ₹ 3,60,000Capital Markets Trading and Portfolio Management Internship OpportunityJob Description:As a key member of our trading team, you will be involved in analyzing and managing portfolios across global forex, commodities (gold), and cryptocurrency markets.You will work closely with senior traders and strategists to gain hands-on experience in real-time market...
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Maintenance Planning Strategist
3 days ago
Nagpur, Maharashtra, India beBeeMaintenance Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Title: Maintenance Planning StrategistAbout the Position:The Maintenance Planning Strategist is part of a dynamic organization that provides routine maintenance planning support to various assets. This role oversees a team responsible for developing detailed plans and schedules to execute planned maintenance and project work. Responsibilities include...
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Crypto Market Strategist
3 days ago
Nagpur, Maharashtra, India beBeeCryptocurrency Full time ₹ 15,00,000 - ₹ 25,00,000Portfolio Creator OpportunityThis role is designed for individuals with a strong understanding of crypto markets and a desire to build a presence in the space.Key Responsibilities:Publish and manage one or more crypto investment portfolios on our platform.Provide strategic updates, rationale, and analysis for portfolio moves.Contribute to the overall quality...
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Capital Investment Strategist
10 hours ago
Nagpur, Maharashtra, India beBeeInvestment Full time ₹ 7,50,000 - ₹ 15,00,000Portfolio ManagerThe primary objective of a Portfolio Manager is to oversee the investment strategies and asset allocation for clients or organizations.They must have a deep understanding of the financial markets, including stock analysis, portfolio optimization, and risk management.Eligibility Criteria:The applicant must be a registered body corporate with...
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Operations Strategist
3 days ago
Nagpur, Maharashtra, India beBeeTransformation Full time ₹ 2,50,00,000 - ₹ 3,50,00,000Job DescriptionAs a senior-level professional, you will be responsible for leading the business unit. Your primary goal will be to drive team performance and ensure daily service level metrics are met while maintaining a high level of accuracy.Drive team performance and maintain a high level of accuracy in daily service level metrics.Provide mentorship and...
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Visual Content Creator
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Nagpur, Maharashtra, India beBeeDesigner Full time ₹ 9,00,000 - ₹ 11,00,000Graphic Designer RoleWe are looking for a creative Graphic Designer to produce captivating visual content and designs.About the PositionDesign compelling, imaginative static graphics and motion content tailored for various social media platforms.Edit and create engaging dynamic video posts—reels, stories, teasers—that enhance client brands and foster...
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Leading Credit Strategist
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Nagpur, Maharashtra, India beBeeCredit Full time ₹ 85,00,000 - ₹ 1,21,00,000Job TitleChief Lending OfficerAbout the RoleThis is a senior position that involves leading the credit strategy, policies, and processes for small and medium enterprises (SMEs) and micro, small, and medium-sized enterprises (MSMEs).The ideal candidate will have extensive experience in credit risk/underwriting, preferably with non-banking financial companies...
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Chief IT Project Strategist
2 days ago
Nagpur, Maharashtra, India beBeeProjectManager Full time ₹ 2,00,00,000 - ₹ 2,50,00,000This is an exciting opportunity to lead the IT Project Management Office (PMO) at a prominent organization. As PMO Manager, you will be responsible for overseeing the successful execution of all IT projects by enforcing project management frameworks and governing the IT Project Portfolio.The PMO Manager plays a hands-on project management role for critical...