
Advisor for Investment Solutions
15 hours ago
We are seeking a skilled and experienced investment specialist to join our team at [Company Name]. The ideal candidate will possess excellent client-facing skills, have a strong understanding of investment products, and be able to provide expert advice on portfolio management.
- Key Responsibilities:
- 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.
- Education: Graduate with minimum 55% marks.
- Experience: 2+ years in HNI broking, trading, or wealth advisory.
- 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).
Preferred Qualifications: Hands-on experience in terminal handling, equity & derivative trading.
-
Senior Investment Manager
1 week ago
Palakkad, Kerala, India beBeeFundAdministrator Full time US$ 1,80,000 - US$ 2,00,000Job OpportunityThe role of Fund Administrator entails end-to-end co-management of private markets solutions in collaboration with internal teams and external managers. Key responsibilities include:Supporting portfolio construction and asset allocation across various investment strategies.Partnering with internal and external investment teams to select and...
-
Global Wealth Strategist
18 hours ago
Palakkad, Kerala, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 23,50,000At a leading financial services organization, you'll be responsible for developing and expanding our wealth management division. This strategic role will ensure high-quality investment solutions and client-centric financial planning.Key Responsibilities:Strategic Leadership: Develop and implement our wealth management strategy, aligning with the company's...
-
Chief Investment Specialist
3 days ago
Palakkad, Kerala, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000Job Title: Investment AnalystWe are seeking a dynamic and results-driven Investment Analyst to join our growing team.The Investment Analyst will work closely with our Investment Team to identify and nurture new business opportunities in the private debt space, contributing to the expansion of our market presence.About the Role:Key Responsibilities:Build and...
-
Financial Expert
7 days ago
Palakkad, Kerala, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000We are seeking a seasoned financial expert to spearhead our investment banking operations. As a key player in our fundraising solutions, you will play a crucial role in delivering end-to-end support to our clients.Key ResponsibilitiesCreate comprehensive deal documents including pitch decks, financial models, business plans, and teasers for clients across...
-
Strategic Portfolio Advisor
3 days ago
Palakkad, Kerala, India beBeeInvestment Full time ₹ 17,84,400 - ₹ 24,49,400Job TitleAn Investment Solutions Specialist plays a crucial role in providing analytical, reporting, and client solutions support to help serve some of the world's largest institutional investors.The successful candidate will partner with global Business Development and Product Specialist teams to prepare client presentations, pitchbooks, and review...
-
Strategic Risk Advisor
7 days ago
Palakkad, Kerala, India beBeeRiskManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title:Risk Manager plays a pivotal role in safeguarding the financial well-being of organizations.Responsibilities:Analyze and mitigate various types of risks, including market, credit, operational, liquidity, and regulatory risks, to ensure the organization's stability.Evaluate investment portfolios to assess exposure to different risk factors and...
-
Director - Wealth
24 hours ago
Palakkad, Kerala, India Borderless Full timeWho are we? Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably.Our data-driven platform empowers you to make smarter investment...
-
Financial Planning Expert
7 days ago
Palakkad, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000Investment Strategist RoleThis position plays a pivotal role in delivering personalized investment and wealth management solutions to clients.The Investment Strategist will work closely with clients to understand their financial objectives, risk tolerance, and investment preferences.Developing and maintaining strong relationships with clients is crucial for...
-
Customer Advisor
1 day ago
Palakkad, Kerala, India KVR AUTOMOTIVE PVT LTD Full time ₹ 12,000 - ₹ 1,20,000 per yearJob SummaryWe are seeking a dedicated and dynamic Client Advisor to join our team. The ideal candidate will be responsible for providing exceptional customer support and client services, ensuring a positive experience for our clients. This role requires strong communication skills, a passion for sales, and the ability to work in a fast-paced environment....
-
Associate Financial Professional
15 hours ago
Palakkad, Kerala, India beBeeFinance Full time ₹ 6,00,000 - ₹ 10,00,000Job Title: AssociateWe are seeking a highly skilled and detail-oriented Financial Professional to join our team. As an Associate, you will be responsible for assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors.Key...