
Advisor - Investment Products Specialist
6 days ago
We are seeking an experienced and skilled 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 on diversified financial products.
>- Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.
- Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio penetration.
- Cross-sell a range of third-party financial products such as:
- Insurance, Mutual Funds, PMS, SIPs, Bonds, FDs, AIFs, TGS, Unlisted Shares, IAP & other offerings.
- Manage and strengthen relationships with HNI clients through consistent advisory support.
- Conduct client risk profiling and provide guidance based on fundamental & technical analysis.
Domain Knowledge:
- Equity & derivative markets (cash, options, trading).
- Broking & operations.
- Investment advisory & client portfolio management.
- Technical Skills: Proficiency in Trading Applications & MS Office.
- Certifications: NISM Series VIII – Equity Derivatives (Mandatory).
Interested candidates please reach out for further information.
],-
Sustainable Investment Relationship Manager
6 days ago
Thāne, Maharashtra, India beBeeCustomer Relations Specialist Full time ₹ 15,00,000 - ₹ 28,00,000Role Summary:We are seeking a client relations specialist to support accounts globally, empowering investors to make more sustainable investment decisions. The team collaborates with a diverse range of asset owners, asset managers, and financial institutions worldwide.Key Responsibilities:Support the management of client relationships involving asset...
-
Product Advisor
2 weeks ago
Thāne, Maharashtra, India Shaadi Full timeJob Opening Product Advisor - Shaadi com Onsite Role Location Wagle Industrial Estate Thane West Maharashtra Company People Interactive Shaadi com Department Product Advisory High-Value Matchmaking Shift Timings 10 30 AM - 7 30 PM Working Days Monday to Saturday Work Mode Work From Office Onsite Week Off 1 Rotational...
-
Insurance Product Advisor
1 week ago
Thāne, Maharashtra, India beBeeInsurance Full time ₹ 35,00,000 - ₹ 55,00,000Job Title: Insurance Product Advisor">As an Insurance Product Advisor, you will be responsible for providing expert advice and guidance on insurance products to clients. Your primary goal will be to identify and pursue new business opportunities while maintaining a strong relationship with existing clients.">Providing expert advice and guidance on insurance...
-
DeepTech Investment Specialist
7 days ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,50,00,000Job Title:DeepTech Investment SpecialistDescription:We are seeking a highly skilled DeepTech Investment Specialist to join our team. The ideal candidate will have a strong background in science, engineering, finance, economics, or business, with experience in investment analysis and due diligence.Responsibilities:Sourcing and Research:Identify emerging...
-
Senior Investment Portfolio Strategist
7 days ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Investment Portfolio SpecialistWe are seeking a highly analytical Investment Portfolio Specialist with strong expertise in investment products and deep knowledge of portfolio management.Conduct thorough analysis and optimization of client portfolios to manage risk-adjusted returns and optimize asset allocation.Perform research and due diligence on various...
-
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job Title:Head of Distribution – Investment Products PMS/AIFJob Description:We are seeking a seasoned executive to spearhead our distribution efforts for investment products. This role involves driving growth, building relationships, and leading a high-performing team.Key Responsibilities:Develop and execute a comprehensive sales strategy to expand our...
-
Senior Land Investment Strategist
7 days ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Land Investment ExpertiseWe are seeking a highly skilled Structured Land Investment Specialist to join our team. This individual will be responsible for developing and executing strategies to identify and attract new investors from the High Net Worth segment.Daily Responsibilities:Developing and executing strategies to identify and attract new investors from...
-
Senior Sales Investment Advisor
7 days ago
Thāne, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 18,00,000Key Sales RoleWe are seeking a highly skilled and experienced sales professional to join our team. The ideal candidate will act as a trusted consultant, providing expert advisory on real estate investments and driving business growth.Key Responsibilities:Engage with high-net-worth individuals to promote premium real estate projects.Provide in-depth financial...
-
Real Estate Investment Associate Manager
2 days ago
Thāne, Maharashtra, India beBeePrivateEquity Full time ₹ 7,20,000 - ₹ 18,00,000About the Position">We are seeking a skilled Private Equity Professional to join our team. The successful candidate will play a critical role in evaluating investment opportunities, supporting deal execution, and managing portfolio companies.">Investment Evaluation & ExecutionThe ideal candidate will build and maintain detailed financial models, valuations,...
-
Global Wealth Strategist
6 days ago
Thāne, Maharashtra, India beBeeInvestment Full time US$ 1,50,000 - US$ 2,00,000Unlock Global Investment OpportunitiesAs a leader in the field of wealth management, you will have the opportunity to empower retail investors in key regions to invest in mature markets. Our data-driven platform enables users to make informed investment decisions with insights and automated research.Key responsibilities include:Strategic Leadership: Develop...