Current jobs related to Investment Relationship Builder - Mysore, Karnataka - beBeeInvestment
-
Key Relationship Builder
2 weeks ago
Mysore, Karnataka, India beBeeRelationshipManagement Full time ₹ 80,00,000 - ₹ 1,00,00,000Job DescriptionAs a Relationship Manager, you will be responsible for building and managing relationships with high net worth individuals and family offices.You will be instrumental in expanding the wealth management business through strategic partnerships and growth initiatives.
-
Investment Opportunities Manager
2 weeks ago
Mysore, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,01,00,000Investment Opportunities Manager As a seasoned investment professional, you will play a pivotal role in driving business growth through strategic partnerships and portfolio management. Job Description Develop and execute investment strategies to attract high net worth individuals and organizations. Present compelling investment opportunities and address...
-
Strategic Investment Leader
2 weeks ago
Mysore, Karnataka, India beBeeInvestor Full time ₹ 1,75,00,000 - ₹ 2,50,00,000Chief Investment Officer RoleAs a key member of our team, you will be responsible for driving the investment strategy and executing it through a thorough evaluation process.Key Responsibilities:Sourcing: Identify and curate high-quality investment opportunities across various sectors and stages.Evaluation: Conduct rigorous analysis and due diligence to...
-
Investment Portfolio Manager
2 weeks ago
Mysore, Karnataka, India beBeePortfolio Full time ₹ 5,00,000 - ₹ 10,00,000We are seeking a highly analytical and results-driven Investment Portfolio Manager to join our team.Key Responsibilities:Conduct thorough financial analysis to support investment decisions, including discounted cash flow (DCF) valuations.Develop and execute detailed financial models to evaluate business scenarios and assist in transaction structuring.Sources...
-
Executive Director of Investments
2 weeks ago
Mysore, Karnataka, India beBeeInvestment Full time ₹ 1,74,24,000 - ₹ 2,12,10,000Senior Manager Job OverviewWe are seeking a seasoned professional to spearhead our investments team.Key ResponsibilitiesLead the analysis and research process for investment decisions, risk management, and portfolio monitoring.Develop and deliver monthly and quarterly performance reports for clients.Collaborate with investment teams to gather and clarify...
-
Strategic Leader
2 weeks ago
Mysore, Karnataka, India beBeeDirector Full time US$ 1,25,000 - US$ 1,75,000Unlock Global Investment OpportunitiesThis is a highly sought-after leadership role that drives the development and expansion of our wealth management division. As a Director of Wealth, you will oversee the creation and implementation of high-quality investment solutions and client-centric financial planning.Develop and implement our wealth management...
-
Senior Investment Advisor
2 weeks ago
Mysore, Karnataka, India beBeeFinancial Full time ₹ 80,00,000Job DescriptionWe are seeking a skilled and client-focused Advisor to join our Wealth Advisory team.The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients...
-
Expert WordPress Website Builder
1 week ago
Mysore, Karnataka, India beBeeWordPressDeveloper Full time ₹ 60,00,000 - ₹ 80,00,000We are seeking a skilled WordPress Developer to create high-quality, responsive websites from Figma designs. The ideal candidate is detail-oriented, fluent in English, and proficient in creating pixel-perfect builds.Main Responsibilities:Translate Figma designs into functional WordPress themes, templates, and componentsEnsure all websites are responsive,...
-
Investment Manager
2 weeks ago
Mysore, Karnataka, India Nuvama Wealth Full timeJOB DESCRIPTIONPosition TitleInvestment ManagerAbout NuvamaNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership...
-
Financial Relationship Manager
2 weeks ago
Mysore, Karnataka, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878Job SummaryThis role involves managing client relationships and providing investment advice to help clients achieve their financial goals.Develop a database of potential clients and maintain existing relationships through regular communication.Identify opportunities to upsell mutual fund products and other financial instruments to clients.Collaborate with...
Investment Relationship Builder
3 weeks ago
This role focuses on cultivating and managing investment relationships with high net worth individuals.
Key Responsibilities:- Upsell financial products and instruments to retail/HNI clients from assigned databases.
- Generate new leads through referrals to expand the clientele base.
- Achieve sales targets by upselling products and enhancing client relationships.
- Profile customers to provide tailored financial solutions.
- Serve as the primary point of contact for assigned customers, ensuring exceptional service standards.
- Offer personalized investment planning and advice to clients.
- Cultivate and maintain HNI/UHNI customer relationships.
- Proven experience in B2C sales of mutual funds.
- Experience handling HNI and UHNI clients.
- In-depth knowledge of Mutual Funds.
- Ability to meet sales and revenue targets.
- NISM certification is highly desirable.
The ideal candidate will possess excellent communication and interpersonal skills, along with a strong understanding of financial markets and products. If you have a passion for building lasting relationships and driving business growth, this role may be an exciting opportunity for you.
