
High-Performing Investment Leader
4 days ago
We 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 Responsibilities- Develop and implement strategies to enhance our portfolio of investment products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
- Lead a team of Wealth Managers in effectively catering to the investment needs of mass affluent clients, recommending customized solutions aligned with their objectives and risk profiles.
- Collaborate with Relationship Managers/Team to support sales efforts, provide mentorship, and foster client relationships, thereby driving business growth and expansion.
- Conduct periodic reviews of clients' portfolios to ensure they remain aligned with their investment goals and risk tolerance.
- Organize regular training sessions for your team on products and processes, ensuring they are equipped with the latest market offerings and best practices.
- Experience: 5+ years in sales/wealth management, with significant experience in handling High Net Worth clients.
- Leadership Experience: Proven track record in managing and leading high-performing teams is essential.
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High-Growth Investment Leader
4 days ago
Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 42,00,000 - ₹ 48,00,000About UsOur investment house manages over 1,250 crores across venture capital, private equity, and cross-stage capital strategies.Our fund platforms include:Early-stage sector-specific fund: B2C, mobility, fintech, B2B SaaS, Deeptech, Spacetech.Cross-stage vehicle for high-velocity, high-upside opportunities.Follow-on capital into top-performing companies.We...
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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
2 days ago
Ahmedabad, Surat, Varanasi, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Key Investment ManagerHigh-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...
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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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High Net Worth Client Services Specialist
4 days ago
Varanasi, Ahmedabad, Surat, India beBeeInvestment Full time US$ 9,00,000 - US$ 12,00,000High Net Worth Client Services SpecialistDeliver personalized investment solutions to high net worth clients, understanding their unique financial goals and objectives.Responsibilities include:Catering to the investment needs of mass affluent clients by recommending a range of products such as mutual funds, alternative investments, and direct equity.Meeting...
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Insignia Rm
3 days ago
Surat, India Change Leader Full time**JOB DESCRIPTION**: **Insignia RM - Surat/Vadodara/Ahmedabad** **Experience**:5-8 years **Locations**:Surat, Vadodara & Ahmedabad **Primary Skills**:Wealth products (Trade Forex, Insurance, Investments, Retail Assets), cross sales, Business banking **Desired Skills & Responsibilities**: 1. Increasing the Liability book and Investment AUM portfolio size...
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Hyderabad / Secunderabad, Telangana, Ahmedabad, India beBeeTransformational Full time ₹ 15,00,000 - ₹ 20,00,000Job Description:We are seeking an exceptional individual to assume the role of Transformational Leader for High-Performance Engineering within our organization.About the Role:This is a senior leadership position responsible for driving high-performance engineering and testing strategies across our digital products.You will lead a team of performance...
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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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Telecaller (Freshers) Surat
2 weeks ago
Surat, Gujarat, India Kalash Investment Full timeCompany Details: Kalash Investment (24+ years in business)About Us: We are a dynamic and fast-growing organization in the insurance/financial services sector since 24 years. We are looking for a motivated and skilled ** Sales and Marketing Analyst ** to join our team and help us provide exceptional service to our clients. For over 24 years, we have been a...
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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...