
Private Wealth Strategist
3 days ago
About the Role
We are seeking a professional to acquire High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients and establish long-term relationships with them.
This role is instrumental in generating fee income by selling Investment and Insurance products to Private Banking clients.
Responsibilities:
- Acquire new Private Banking clients through targeted marketing efforts.
- Maintain a strong understanding of wealth management products to provide solutions to clients' banking needs.
- Nurture and manage end-to-end customer relationships for Private Customers by fulfilling all their banking needs through wealth solutions provided by the bank.
Required Skills:
A strong client base with in-depth knowledge of Wealth Management products is essential for this role.
Candidates with 10+ years of experience in Banking and Financial services, currently working as Relationship Manager, Branch Manager, or Regional Heads, are encouraged to apply.
-
Senior Wealth Strategist
3 days ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000Private Wealth Management OpportunityWe are seeking a skilled Private Wealth Manager to join our team. As a key member of our wealth management division, you will be responsible for delivering tailored investment solutions to high net worth individuals and clients.Your primary focus will be on developing and implementing personalized wealth management...
-
Chief Risk Strategist
1 week ago
Jamnagar, Gujarat, India beBeeRiskManager Full time ₹ 1,20,00,000 - ₹ 1,50,00,000About the RoleOur Risk team is at the core of our organisation. They work across functions, products, and regions to monitor front-line performance and ensure the business is secure.The Controls team are among the first in the company to get involved in new business initiatives.We're looking for a Business Risk Manager to create the first line of defence for...
-
Strategic Investment Specialist
3 days ago
Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000Financial StrategistWe are seeking a highly motivated and skilled Financial Strategist to join our team. The ideal candidate will have prior experience in investment research, financial modeling, and due diligence within the VC/PE/IB ecosystem.About the RoleThe Financial Strategist will focus on supporting investment decisions and monitoring investments made...
-
Senior Enterprise Risk Strategist
5 days ago
Jamnagar, Gujarat, India beBeeRisk Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Job Title: Senior Enterprise Risk Strategist About our mission, we deliver more visibility, control and freedom from your money. Our powerhouse of products help our customers get more from their money every day. We're certified as a Great Place to Work and have 10,000+ people working around the world.Our Risk team sits at the core of our business, monitoring...
-
Senior Financial Consultant
4 days ago
Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 20,00,000Role OverviewWealth Managers play a pivotal role in business growth by acquiring, maintaining, and deepening relationships with affluent clients.The ideal candidate will have a proven track record of success in client acquisition, relationship-building, and portfolio management.Key ResponsibilitiesAcquire new affluent clients through strategic market...
-
Expert Financial Strategist
17 hours ago
Jamnagar, Gujarat, India beBeeWealth Full time ₹ 70,00,000 - ₹ 1,04,50,000As a wealth management professional, you will have the opportunity to support multiple individual clients with financial management.Using a consultative approach, you will gather extensive information about each client's wants and specific situation to create personalized strategies using a range of financial products and services.Key Activities:Develop and...
-
Cloud Solutions Strategist
5 days ago
Jamnagar, Gujarat, India beBeeSimplification Full time ₹ 30,00,000 - ₹ 45,00,000About UsWe simplify enterprise private clouds by turning existing infrastructure into full-featured cloud environments.
-
Founding Trading Strategist
5 days ago
Jamnagar, Gujarat, India beBeeAlgorithmic Full time ₹ 1,50,00,000 - ₹ 2,00,00,000A strategic opportunity exists for a Co-Founder and Chief Relationship Officer to lead the company through its algorithmic trading product launch in India.Key responsibilities include providing strategic input on product positioning and differentiation, assisting with compliance setup and regulatory documentation, guiding the selection of technology stack...
-
Chief Innovation Officer
2 days ago
Jamnagar, Gujarat, India beBeeInnovation Full time ₹ 2,00,00,000 - ₹ 2,50,00,000About the RoleThis position requires a seasoned product professional to drive innovation and growth within our organization.As Senior Product Lead, you will be responsible for defining and executing a comprehensive product vision that aligns with our business objectives and market trends in alternative investments.Product Strategy & Vision:Translate business...
-
Chief Sales Strategist
2 days ago
Jamnagar, Gujarat, India beBeeEnterprise Full time ₹ 80,00,000 - ₹ 1,50,00,000Business Development LeadKey ResponsibilitiesDevelop a sales strategy to drive enterprise-wide growth, focusing on key industries and market segments.Pursue major corporations and key stakeholders to establish strategic partnerships.Cultivate strong client relationships by understanding their needs and delivering tailored solutions.Conduct thorough market...