
Financial Portfolio Specialist
4 days ago
Key Responsibilities:
- Offer tailored financial solutions, encompassing working capital facilities, overdrafts, and term loans.
- Evaluate clients' creditworthiness and associated risks on an ongoing basis.
- Pursue portfolio growth by cross-selling financial products and achieving net interest income and fee revenue targets.
- Analyze financial statements, credit reports, and market trends to assess client performance and risks.
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Senior Portfolio Strategist
5 days ago
Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000Job Opportunity:We are seeking a seasoned Wealth Manager to enhance our portfolio.About the Role:Clients: Foster long-term relationships with high-net-worth clients through exceptional service and tailored solutions.Financial Planning: Understand clients' goals, risk tolerance, and financial situations to provide customized investment advice, insurance...
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Financial Advisor
6 days ago
Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000As a key player in our wealth advisory team, this role demands exceptional skill and expertise in the realm of equity and derivative trading.We are seeking an experienced and client-focused professional to join us in providing top-notch investment advisory services to our high net worth clients.The ideal candidate will possess hands-on experience in terminal...
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Investment Portfolio Specialist
1 week ago
Bareilly, Uttar Pradesh, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 14,00,000Job OpportunityAbout the RoleWe are seeking a highly motivated and detail-oriented student or fresh graduate to join our team as a Portfolio Manager. This role involves working on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.The successful candidate will have the opportunity to engage in...
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Portfolio Management Specialist
6 days ago
Bareilly, Uttar Pradesh, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 25,00,000Job Title: Portfolio Management SpecialistA talented and experienced professional with a passion for portfolio management is sought after to join our dynamic team. As a Portfolio Management Specialist, you will be responsible for overseeing the investment activities of clients, providing expert advice on insurance solutions, and ensuring compliance with...
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Financial Recovery Specialist
2 weeks ago
Bareilly, Uttar Pradesh, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 16,00,000Job Title: Financial Recovery Specialist">Job Description: We are seeking a highly skilled Financial Recovery Specialist to join our team. The successful candidate will be responsible for managing mid-market and emerging large corporates, monitoring borrower accounts, and maintaining updates on developments in respective borrower accounts.">Responsibilities:...
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Strategic Portfolio Specialist
2 weeks ago
Bareilly, Uttar Pradesh, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 30,00,000As a Forward Deployed Analyst, you will work closely with portfolio managers, risk managers, analysts and CIOs from leading hedge funds and asset managers.We're looking for exceptional analysts to partner with our product, engineering and data science teams. Your role will be to analyze portfolios, uncover alpha, beta and idiosyncratic drivers, and design...
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Financial Portfolio Manager
2 weeks ago
Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,51,00,000Job TitleEquity Fund ManagerDescriptionWe are seeking a highly skilled and experienced equity fund manager to join our team. As a key member of our investment team, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under...
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Senior Portfolio Strategist
1 week ago
Bareilly, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Wealth Management ExpertA leading fintech platform seeks a seasoned financial planning & client advisory professional to manage high net worth portfolios and drive long-term financial success.Key Responsibilities:BUILD STRONG RELATIONSHIPS WITH CLIENTS AND DEVELOP HOLISTIC FINANCIAL PLANS.MONITOR, REVIEW, AND OPTIMIZE PORTFOLIOS FOR PERFORMANCE.CONTRIBUTE TO...
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Strategic Financial Analyst Position
2 weeks ago
Bareilly, Uttar Pradesh, India beBeeInvestment Full time US$ 90,000 - US$ 1,20,000Business Intelligence SpecialistRole Overview:We are seeking a highly skilled Business Intelligence Specialist to join our investment team.Conduct thorough market research, competitive analysis, and industry deep-dives on startups and private companies.Develop and maintain advanced financial models to support strategic investment decisions.Prepare detailed...
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Crypto Portfolio Manager
2 weeks ago
Bareilly, Uttar Pradesh, India beBeeCrypto Full time ₹ 60,00,000 - ₹ 1,20,00,000About the Position:We seek experienced crypto market specialists to manage and publish investment portfolios on our platform.Key Responsibilities:Publish, manage and maintain one or more crypto investment portfolios.Provide regular updates, analysis and strategic insights for portfolio moves.Contribute to the overall quality of content on the platform.Ideal...