
Investment Manager
2 days ago
High-net-worth clients rely on experienced professionals like you to provide tailored investment advice and achieve significant growth targets.
- You will cater to the complex investment needs of affluent clients by recommending a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
- Meet asset under management (AUM) and investor acquisition targets for assigned areas.
- Ensure timely delivery of customized wealth advice to high-net-worth individuals.
- Conduct periodic reviews of clients' portfolios to ensure alignment with investment objectives.
- Collaborate with branch teams to foster collaboration and client engagement.
- Relevant industry experience and knowledge.
- Strong communication and relationship-building skills.
- Ability to meet AUM and investor acquisition targets.
- Opportunity to work with high-net-worth clients.
- Competitive compensation and benefits package.
- Ongoing training and professional development opportunities.
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High-Performing Investment Leader
4 days ago
Surat, Varanasi, Ahmedabad, India beBeeInnovation Full time ₹ 8,00,000 - ₹ 12,00,000Investment Products LeadWe are seeking a seasoned Investment Products Lead to spearhead our wealth management initiatives. As a key member of our team, you will be responsible for driving growth and innovation in investment products, ensuring our clients receive exceptional service and tailored advice.Job ResponsibilitiesDevelop and implement strategies to...
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Senior Investment Product Specialist
7 days ago
Ahmedabad, Surat, Varanasi, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 36,00,000Investment Product LeaderWe are seeking a highly experienced Investment Product Leader to lead and inspire a team of wealth managers. This individual will be responsible for driving the growth of our mass affluent and HNI clients by recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative...
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Investment Manager
3 weeks ago
Ahmedabad, Gujarat, India Consulitng Full timeKey Responsibilities:- The role is with a leading FMCG brand with PAN India presence. This is a strategic role and the company is looking for the right candidate to lead the initiative . - Finance professional with 3-6 years of experience in the area of Finance, Investments, Family office management, FEMA, Taxation. The candidate should be able to do...
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High Net Worth Investment Manager
7 days ago
Surat, Ahmedabad, Vadodara, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Financial Strategist Role">The successful candidate will be responsible for managing a team of Relationship Managers and establishing ties with High Net Worth Individuals (HNIs) to design and implement their financial plans. This includes ensuring that clients receive and execute on the right advice, and handling the team to help and coordinate with them for...
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Forex Investment Professional
2 days ago
Varanasi, Uttar Pradesh, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000Forex Investment ProfessionalWe are seeking a highly skilled Forex Investment Professional to join our team. As a key member of our organization, you will play a crucial role in the success of our business. Your primary responsibility will be to handle tasks related to transaction management, customer communication, and investment guidance in the forex...
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Investment Manager – Social Impact
1 day ago
Ahmedabad, Gujarat, India beBeeInvestment Full time US$ 40,000 - US$ 75,000About the RoleWe are seeking a detail-oriented and proactive investment professional to support impact-driven finance projects that strengthen low-income communities. This role offers the opportunity to contribute to finance initiatives while developing skills in transaction management, compliance, and asset management.The Investment Coordinator will play a...
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Career Opportunities in Investment Banking
1 hour ago
Varanasi, Uttar Pradesh, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 40,00,000Investment Banking ProfessionalWe are seeking a seasoned Investment Banking professional to join our team and drive deal execution, client management, and strategic growth.Key ResponsibilitiesLead end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.
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Investment Operations
3 days ago
Ahmedabad, Gujarat, India Resolute Corp Full timeJob Summary:We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of...
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Chief Investment Strategist
1 day ago
Surat, Gujarat, India beBeeWealth Full time ₹ 5,00,000 - ₹ 10,00,000Are you passionate about making informed investment decisions?We are a cutting-edge FinTech company looking for talented individuals to join our team of Wealth Managers.As a Wealth Manager, you will have the opportunity to work on high-profile projects involving investment advisory, portfolio management, and asset allocation. You will engage in multiple...
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Principal Officer- Wealth Management
3 weeks ago
Gandhinagar, Gujarat - Ahmedabad, Gujarat, India Alphabet Investment Full time- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for...