Senior Investment Advisor

4 days ago


Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 2,50,00,000 - ₹ 5,00,00,000
Portfolio Management Expert

The ideal candidate for this role is a skilled portfolio manager with expertise in investment advisory services, research analysis, and fund management. The successful applicant will possess strong analytical skills, attention to detail, and the ability to make informed investment decisions.

Key Responsibilities
  • Develop and implement effective investment strategies to achieve client objectives.
  • Conduct thorough research and analysis of financial markets and instruments.
  • Manage client portfolios, ensuring alignment with their risk tolerance and investment goals.
Requirements
  • Professional qualification in law, finance, accountancy, business management, or CFA.
  • At least five years of experience in related activities in the securities market, including portfolio management, stock broking, investment advisory services, research analysis, or as a fund manager.
  • NISM XXI-B certification.
  • Fulfill capital adequacy requirements with a minimum net worth of Rs. 5 crores.
  • Fit and proper person, as per Schedule II of the SEBI (Intermediaries) Regulations, 2008.
Application Process
  • Filing Application Form A with SEBI (physical and online) along with the fee.
  • Fee structure includes application fees, registration fees, and renewal fees.


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time US$ 18,000

    Job Title: Private Equity Investment ManagerJob Description:We are seeking a seasoned investment professional to join our team as a Private Equity Investment Manager. In this role, you will be responsible for evaluating and executing investments across various sectors.Key Responsibilities:Evaluate investment opportunities and conduct thorough due diligence...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 70,00,000 - ₹ 85,00,000

    Job Title: Senior Investment ManagerWe are seeking an experienced and skilled investment professional to lead our team. In this role, you will provide personalized wealth management services to clients and manage their investment portfolios to help them achieve their financial goals.The ideal candidate will have a strong background in the stock broking...

  • Mutual Fund Advisor

    2 days ago


    Lucknow, Uttar Pradesh, India Finowings Training Academy Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Seeking a Mutual Fund Advisor to drive sales, guide clients on investment options, achieve targets, and ensure compliance. Build strong client relationships and deliver tailored financial solutions for growth.


  • Lucknow, Uttar Pradesh, India beBeeCapital Full time ₹ 1,10,00,000 - ₹ 1,21,50,000

    Investment & Asset Management RoleAs a key member of our team, you will play a crucial role in leading the evaluation, structuring, and execution of real estate acquisitions across India, with a focus on industrial parks.Responsibilities:Evaluate and structure real estate investments to drive value creationDevelop and analyze detailed financial models,...


  • Lucknow, Uttar Pradesh, India Kotak Life Insurance PVT Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionAt this job posting page for Kotak Life Insurance PVT Ltd., we share potential job opportunities, role descriptions, and recruitment-related information. This page is specifically for the Recruitment and Development Manager – Tied Agency Channel and similar positions. It is designed to streamline the hiring process, enabling candidates...


  • Lucknow, Uttar Pradesh, India beBeeLegal Full time ₹ 10,00,000 - ₹ 15,00,000

    Job Title:A Senior Legal AdvisorMain Responsibilities:To provide legal counsel to support the organization’s objectivesCarry out thorough property searches and investigationsReview and give opinions on LSR/TSR reportsConduct in-depth search reports for propertiesEnsure that all mortgage documents are accurate and compliant with...


  • Lucknow, Uttar Pradesh, India beBeeFinancialAdvisor Full time ₹ 15,00,000 - ₹ 25,00,000

    Financial AdvisorThe financial advisor plays a pivotal role in delivering bespoke investment and wealth management services to clients.Key Responsibilities:Client Consultation and Relationship Management: Conduct comprehensive assessments with clients to understand their financial objectives, risk tolerance, investment preferences, and time horizons. Foster...


  • Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Senior Investment Banking Operations ExpertWe are seeking an accomplished Senior Investment Banking Operations Specialist with expertise in Trade Settlements, Cash Settlements, Commodity Settlements, Loan Syndication, Billing and Brokerage, Trade reporting, Regulatory reporting, Reference data, Corporate actions, and Security lending operations to join our...


  • Lucknow, Uttar Pradesh, India Kotak Life Insurance PVT Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionKotak Life Insurance Pvt Ltd is dedicated to providing potential job opportunities, role descriptions, and recruitment-related information specifically for roles such as the Recruitment and Development Manager – Tied Agency Channel. The purpose of this platform is to streamline the hiring process, making it easier for candidates to...

  • Senior Tax Advisor

    7 days ago


    Lucknow, Uttar Pradesh, India beBeeIndirectTax Full time ₹ 14,99,999 - ₹ 19,99,999

    Job TitleSeeking a senior professional to lead our indirect tax practice, focusing on strategic thinking, execution, and high-quality client service.Manage end-to-end GST and indirect tax advisory projects, including structuring, impact analysis, and compliance reviews.Provide technical analysis on complex IDT issues and prepare regulatory...