Senior Investment Executive

1 day ago

Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000

Job Overview:

  • This is a challenging role that requires a strong network and excellent communication skills to acquire new clients for equity trading and investment services.

Key Responsibilities:

Client Acquisition & Onboarding
  1. Identify and acquire new clients by building relationships with them and understanding their financial goals, risk appetite, and investment needs.
  2. Facilitate seamless onboarding with proper documentation and KYC compliance.
Client Relationship Management
  1. Nurture long-term relationships with retail and HNI clients to provide customized solutions to their investment needs.
  2. Conduct periodic portfolio reviews and suggest timely adjustments to ensure optimal returns.
Equity Market Advisory & Execution
  1. Provide expert advice on equity investments, market opportunities, and trading strategies to help clients make informed decisions.
  2. Ensure accurate and timely execution of trades.
  3. Cross-sell and up-sell additional financial products such as mutual funds, bonds, and derivatives.
Revenue Generation
  1. Achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales.
  2. Drive client activity levels to meet brokerage and sales objectives.
  3. Explore cross-selling opportunities to maximize wallet share.
Market Awareness & Research
  1. Stay updated on equity markets, economic developments, and corporate actions to provide valuable insights to clients.
  2. Share market research and analysis to guide clients on portfolio strategies.
Compliance & Risk Management
  1. Adhere to all regulatory requirements (SEBI, NSE/BSE, etc.).
  2. Maintain accurate client records for audits and compliance.
  3. Educate clients about market risks and ensure investments are aligned with their risk profile.

Requirements:

  • Bachelor's degree in Finance, Commerce, or Economics.
  • 2–5 years of experience in equity markets, wealth management, or related roles.

  • Senior Investment Specialist

    1 day ago

    Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Job OpportunityWe are seeking a talented professional to join our team.This role requires working in a hybrid environment and will be based in Mumbai, India.Main ResponsibilitiesSupport day-to-day activities for the team in Mumbai.Liaise with external stakeholders such as fund administrators, investment managers, and auditors.Develop initiatives to enhance...

  • Chief Investment Strategist

    1 day ago

    Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 18,00,000

    Job Title: Investment Promotion ManagerWe are seeking a highly skilled Investment Promotion Professional to join our team.Develop and implement strategies to attract domestic and foreign investments across priority sectors.Facilitate investor engagement, business outreach, and stakeholder consultations.Collaborate with government agencies to create...

  • Investment Opportunities Expert

    15 hours ago

    Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Securities Investment Expert.We are seeking a seasoned investment banking professional to join our team in deal execution, client management, and strategic growth. This Associate Vice President (AVP) – Investment Banking will play a key role in transaction management, investor relationships, and fundraising.Key Responsibilities:Lead end-to-end transaction...

  • Cross-Border Investment Promotion Specialist

    1 day ago

    Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 30,00,000

    Job OverviewWe are seeking a skilled Engagement Manager to play a key role in promoting international markets as attractive investment destinations.As an Engagement Manager, you will be responsible for engaging with CXO-level leadership of Indian companies, understanding their global expansion objectives, and facilitating investment attraction in...

  • Investment Banking Process Expert

    1 day ago

    Jodhpur, Rajasthan, India beBeeInvestmentBanking Full time ₹ 30,00,000 - ₹ 40,00,000

    Job Title: Investment Banking SpecialistAbout the PositionWe are seeking an experienced investment banking professional to join our team. This role is ideal for individuals with 1–2 years of experience in BPO/BPM or MBA (Finance) freshers from the previous batch.Key Responsibilities:Execute day-to-day investment banking processes efficiently.Meet Service...

  • Senior Entity Manager

    1 day ago

    Jodhpur, Rajasthan, India beBeeResearch Full time US$ 90,975 - US$ 1,27,390

    Job Title: Senior Research Analyst As a key member of our organization, you will be responsible for managing and maintaining all entities for our Alternatives business, including those in the Diligent platform. You will also be responsible for executing ongoing data cleanup and maintenance activities as required. Required Skills and Qualifications:...

  • Global Corporate

    1 day ago

    Jodhpur, Rajasthan, India beBeeBusinessAnalyst Full time ₹ 12,70,000 - ₹ 19,25,000

    About this role:We are seeking a Business Analyst to join our team. In this position, you will be responsible for business management and planning in Global Corporate & Investment Banking.Key responsibilities include developing business strategies, monitoring departmental performance, and managing budgets. You will also be responsible for analyzing research...

  • Senior Executive Search Professional

    1 day ago

    Jodhpur, Rajasthan, India beBeeResearch Full time ₹ 9,00,000 - ₹ 12,00,000

    Global Senior Research AssociateThe role requires a highly skilled individual to support senior-level mandates across APAC and the ME region.Key responsibilities include:Creating detailed market maps and talent pipelines for senior-level searches.Conducting introductory and screening calls with senior candidates.Delivering in-depth research and insights on...

  • Senior Marketing Executive

    1 day ago

    Jodhpur, Rajasthan, India beBeeDigitalMarketing Full time ₹ 15,00,000 - ₹ 22,00,000

    Senior Marketing ExecutiveWe are seeking a seasoned marketing professional to lead our digital marketing efforts.The ideal candidate will have a proven track record in account management, operations, and team leadership.Responsibilities include:Developing and executing strategic plans for multiple platforms, including Google, Facebook, and others.Driving...

  • Senior Legal Executive

    13 hours ago

    Jodhpur, Rajasthan, India beBeeLegal Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Title: Senior Legal ExecutiveWe are seeking a seasoned legal expert to oversee the company's legal affairs and risk management.Lead litigation, arbitration, mediation, and other disputes efficiently.Establish and manage a high-performing legal team, fostering discipline and internal control.Provide authoritative legal advice on business agreements and...