
Portfolio Growth Strategist
2 days ago
We are seeking a skilled Investment Solutions Specialist to build and maintain strong client relationships.
- Client Acquisition & Onboarding
The ideal candidate will be responsible for facilitating seamless onboarding with proper documentation and KYC compliance.
- Client Relationship Management
You will develop and nurture long-term relationships with retail and HNI clients by understanding their financial goals, risk appetite, and investment needs.
- Equity Market Advisory & Execution
As an Investment Solutions Specialist, you will provide expert advice on equity investments, market opportunities, and trading strategies while ensuring accurate and timely execution of trades.
- Revenue Generation
You will achieve individual revenue targets through equity broking, value-added schemes, and third-party product sales. Your role will involve driving client activity levels to meet brokerage and sales objectives.
- Market Awareness & Research
Staying updated on equity markets, economic developments, and corporate actions will help guide clients on portfolio strategies.
- Compliance & Risk Management
Accurate client records will be maintained for audits and compliance.
Requirements:- Bachelor's degree in Finance, Commerce, or Economics.
- 2–5 years of experience in equity markets, wealth management, or related roles.
- Strong problem-solving and negotiation skills.
- In-depth knowledge of equity markets, investment products, and trading strategies.
-
Founding Growth Strategist
3 days ago
Belgaum, Karnataka, India beBeeGrowth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Founding Growth StrategistWe've achieved a milestone by launching our MVP and onboarding initial sellers. We're entering a crucial phase focused on scaling and building traction.This is an exceptional opportunity to contribute to the growth and development of a pioneering startup as a Founding Growth Strategist. This role involves strategic growth...
-
Senior Portfolio Strategist
2 days ago
Belgaum, Karnataka, India beBeeBusinessDevelopment Full time ₹ 1,20,00,000 - ₹ 1,50,00,000Business Development ManagerThe role of a Business Development Manager is to lead and drive business growth through strategic planning, market analysis, and customer engagement. The position requires expertise in credit underwriting, risk management, and portfolio analysis.Main Responsibilities:Credit Underwriting: Develop and implement effective credit...
-
Financial Growth Strategist
2 days ago
Belgaum, Karnataka, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,50,00,000We are seeking a seasoned professional to join our team as a Financial Growth Strategist.Located in the vibrant city of Gift City, Gandhinagar, this role offers an exciting opportunity to drive business expansion and growth in the wealth management sector.The ideal candidate will possess excellent communication skills, a proven track record of success in...
-
Data-Driven Business Growth Strategist
2 days ago
Belgaum, Karnataka, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Customer Data Platform StrategistWe are seeking an experienced Customer Data Platform (CDP) strategist to drive business growth and customer engagement through data-driven insights.This is a unique opportunity to join a forward-thinking organization and shape the future of customer experience. The successful candidate will have a strong understanding of CDP...
-
Belgaum, Karnataka, India beBeeInvestment Full time ₹ 3,60,000Capital Markets and Investment Research AssistantThis role is an opportunity to work with our team of experienced traders and analysts, assisting in the development of investment portfolios and conducting research on capital markets.Key Responsibilities:Conduct thorough analysis of global equity, bond, and derivative market trendsStudy macroeconomic...
-
Data Portfolio Strategist
3 days ago
Belgaum, Karnataka, India beBeeDataLead Full time ₹ 40,00,000 - ₹ 50,00,000Job Title: Practice Lead DataAs a Practice Lead Data & Analytics, you will oversee the successful delivery of multiple client engagements and drive strategic direction to ensure positive project outcomes.Your key responsibilities include:Prioritizing accounts and customer value by ranking them based on their strategic importance, urgency, etc.Efficiently...
-
Belgaum, Karnataka, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,40,00,000Financial Growth Strategist RoleJob Summary:Design and execute sales incentive policies to drive business expansion and revenue growth.Sales Performance Analysis:Analyze sales pipeline and TCV closure data to inform strategic decisions and improve sales performance.Leadership Responsibilities:Lead a small team of analysts in managing and implementing sales...
-
Creative Visual Strategist
2 days ago
Belgaum, Karnataka, India beBeeGraphicDesigner Full time ₹ 25,00,000 - ₹ 35,00,000Job Title: Creative Visual StrategistWe are seeking a highly skilled Creative Visual Strategist to join our team. In this role, you will be responsible for developing visually appealing designs for marketing materials, educational content, and brand identity across all platforms.Key Responsibilities:Design and develop engaging visual content that aligns with...
-
Financial Strategist
1 day ago
Belgaum, Karnataka, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000Job Profile: Financial StrategistAn experienced financial strategist plays a pivotal role in maintaining the financial health of an organization and contributes to its growth and success through effective financial management, reporting, and analysis.Key Responsibilities:Maintain accurate and timely financial recordsAnalyze financial data to inform business...
-
Wealth Strategist
2 days ago
Belgaum, Karnataka, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000Job Title: Wealth StrategistWe are seeking an experienced and skilled wealth strategist to understand and address clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.The ideal candidate will have strong financial planning and estate planning skills, with a Certified...