
Senior Investment Professional
24 hours ago
Job Role: Relationship Manager - Wealth
Location: Chennai, Tamil Nadu
About the Role
- To acquire and effectively manage high net worth individual clients, ensuring seamless service delivery.
- Conduct client profiling to offer a range of financial products including debt, equity, mutual funds, structured and real estate products.
- Monitor and analyze client portfolios for performance and profitability.
- Drive cross-selling efforts to deepen relationships and enhance share of wallet.
- Support marketing plans and acquisition initiatives in the corporate/HNI space.
Qualifications and Skills
- MBA / PGDBA / PGPM or equivalent degree in business administration
- AMFI/NISM certification is mandatory, while IRDA certification is preferred
Key Competencies
- Wealth Management and Financial Markets Expertise
- Client Acquisition and Relationship Building
- Portfolio Analysis and Management
- Business Development and Cross-Selling
Interested candidates can apply with their resume by contacting us at 8488833693.
-
Senior Financial Analyst
24 hours ago
Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 2,00,00,000Job Title: Senior Financial Analyst - Investment BankingAre you a detail-oriented and analytical professional with a passion for finance? Do you thrive in fast-paced environments where no two days are ever the same?We are seeking a highly motivated and experienced Senior Financial Analyst to join our Investment Banking team.Job Summary:The successful...
-
Specialize in Infrastructure Investments
1 day ago
Aurangabad, Maharashtra, India beBeeInfrastructure Full time ₹ 80,00,000 - ₹ 2,00,00,000Investment Team SpecialistRole: Investment Analyst - Infrastructure ExpertiseWe are seeking dynamic and experienced professionals in the infrastructure sector to leverage their analytical skills, drive investment strategies, and cultivate a deep understanding of valuation models and market nuances.Key Responsibilities:New Deal Opportunity Analysis:-Conduct...
-
Strategic Investment Professional
2 days ago
Aurangabad, Maharashtra, India beBeeFundManagement Full time ₹ 1,50,00,000 - ₹ 2,18,00,000Job Role:Fund Management ExecutiveWe are seeking a Fund Management Executive to join our team. As a key member of the investment management team, you will be responsible for managing investment portfolios and making informed investment decisions.Key Responsibilities:Develop and implement effective investment strategies that align with our company's...
-
Senior Investment Advisor
4 days ago
Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 50,00,000About the OpportunityThis is a unique chance for an ambitious and financially savvy individual to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.Job OverviewYou will have the opportunity to engage in multiple mini-projects across a large number of functional areas. This role involves...
-
Senior Investment Strategist
1 day ago
Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Real Estate Investments and Asset Management LeaderThis is a high-level position that focuses on leading real estate investments and asset management efforts. The right candidate will have a strong analytical mindset, excellent communication skills, and the ability to lead complex projects.Key Responsibilities:Evaluate, structure, and execute real estate...
-
Senior Investment Researcher
15 hours ago
Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000At Intellectual Capital HR Consulting Pvt. Ltd., we are seeking a seasoned Equity Research Analyst to join our investment research team in Mumbai.We work with a leading global wealth management platform managing Assets Under Management (AUM) across Portfolio Management Services (PMS), offshore advisory, and broking.The firm is expanding its investment...
-
Senior Investment Analyst Trainee
4 days ago
Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 9,00,000About the RoleWe are seeking a talented and motivated student intern to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment advisory.The internship is designed to provide practical...
-
Investment Strategy Consultant
1 day ago
Aurangabad, Maharashtra, India beBeeInvestmentPromotion Full time ₹ 8,00,000 - ₹ 18,00,000We are seeking highly skilled professionals to join our organization in a strategic role focused on investment promotion.The ideal candidate will have a strong background in government sectors and experience in developing strategies to attract domestic and foreign investments across priority areas.Key Responsibilities:Develop effective investment promotion...
-
Aurangabad, Maharashtra, India beBeePortfolio Full time ₹ 3,60,000Investment Portfolio SpecialistThis internship offers the opportunity to gain hands-on experience in investment portfolio management with a research-led proprietary trading firm. As an Investment & Portfolio Management Intern, you will work closely with senior traders and strategists to analyze, design, and manage portfolios across global markets.
-
Strategic Equity Investment Specialist
2 days ago
Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000Equity Research Analyst RoleWe are seeking a seasoned equity research professional to conduct in-depth financial analysis and drive investment decisions. As an ideal candidate, you will have extensive experience in analyzing investment products, building robust financial models, and producing insightful reports.Main ResponsibilitiesFundamental Analysis:...