Senior Investment Consultant

23 hours ago

Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000
Equity Advisor Role

We are seeking a highly skilled Equity Advisor to support our organization's growth strategy. As an Equity Advisor, you will be responsible for guiding clients in understanding equity market dynamics and providing them with investment advisory services.

  • Key Responsibilities:
  • Activate trading accounts for clients and educate them on equity market fundamentals.
  • Cross-sell investment products such as insurance, mutual funds, PMS, SIP, and Initial Public Offerings to existing clients.
  • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
  • Drive revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with market insights and investment advisory services based on current financial conditions.

Preferred Candidate Profile:

  • Educational Qualification: Postgraduate degree required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with a reputable firm.
  • Skills: Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Certification: NISM Series VIII certification is mandatory.

This is an exciting opportunity for individuals who are passionate about the equity market and want to build a career in the finance industry.

Benefits:

  • Opportunity to work with a dynamic team.
  • Chance to develop expertise in equity markets.
  • Scope for professional growth and development.

What We Offer:

A competitive compensation package and a supportive work environment.

  • Portfolio Investment Manager

    7 days ago

    Gulbarga, Karnataka, India beBeeAnalyst Full time ₹ 15,00,000 - ₹ 20,10,000

    Job Role:Senior Associate is responsible for overseeing the day-to-day operations of client funds, including monitoring cash flows and analyzing asset performance.The role involves working closely with clients to manage their investments, tracking and summarizing reporting, preparing analytics, and communicating status to various groups throughout the...

  • Private Equity Investment Specialist

    2 days ago

    Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    About the RoleThis exciting opportunity combines deal origination, relationship building, and early diligence to strengthen our investment pipeline.You will work closely with senior team members to identify promising businesses across various sectors, leveraging your expertise in financial statements, valuation, and regulatory frameworks.Company Sourcing:...

  • Driving Investment Growth as a Senior Portfolio Manager

    2 days ago

    Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Senior Portfolio Manager - Investment GrowthThe ideal candidate will be responsible for leading the sales process for large-ticket investment opportunities, building high-performing teams and expanding client relationships.

  • Chief Investment Strategist

    6 hours ago

    Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,30,00,000

    Senior Manager - InvestmentsWe are seeking a seasoned professional to join our investments team. This role will be based in Kalaburagi and involve hybrid work arrangements, requiring at least three days of in-office presence per week.Key Responsibilities:

  • Consumer Business Investment Specialist

    4 hours ago

    Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Investment Professional OpportunityThe role of an Investment Analyst at our firm is a dynamic position that involves conducting in-depth financial analysis and modeling, evaluating investment opportunities, and providing support to portfolio management.ResponsibilitiesConduct thorough research on potential investmentsPrepare comprehensive financial...

  • Cross-Border Investments Strategist

    3 days ago

    Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Investment ManagerWe are seeking a highly skilled Investment Manager to join our team. As an Investment Manager, you will be responsible for developing and implementing strategies to attract foreign direct investment (FDI) into international markets.You will work closely with clients to understand their expansion plans and identify opportunities for...

  • Infrastructure Investment Specialist

    7 days ago

    Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Investment TeamRole: Infrastructure Investment Specialist - Asset ManagerOverview:We are seeking highly skilled professionals to join our Investment Team at Neo Asset Management. The ideal candidate will have a strong background in infrastructure investments, with the ability to analyze complex financial models and identify opportunities for...

  • Private Equity Investment Manager

    1 week ago

    Gulbarga, Karnataka, India beBeeInvestment Full time US$ 18,000

    Investment Associate in Real EstateAt our organization, we are seeking a highly motivated and detail-oriented investment associate with around 3 years of experience in private equity, investment banking, or financial advisory.Key Responsibilities:Executing strategic investments to drive growth and value creation.Developing and maintaining detailed financial...

  • Data Driven Investment Strategist

    2 days ago

    Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 19,00,000

    Quantitative Product SpecialistWe are seeking a highly skilled Quantitative Product Specialist to join our investment team and support global strategies.This role combines quantitative and analytical support with client-facing responsibilities, sitting at the intersection of research, portfolio management, and client engagement.The role offers exposure to...

  • Senior Investment Analyst

    4 hours ago

    Gulbarga, Karnataka, India beBeeinvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Investment Analyst PositionWe are seeking a skilled professional to fill the role of Investment Analyst.About the Role:The successful candidate will be responsible for analyzing various investment products, including Mutual Funds (MFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs).Main Responsibilities:Market Research &...