Executive Director of Investment Advisory

2 days ago

Rajkot, Gujarat, India beBeeInvestment Full time ₹ 5,00,00,000 - ₹ 6,50,00,000

**Job Overview**

The Executive Director will lead a team responsible for providing end-to-end investment advisory and wealth management solutions to High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.

This is an individual role requiring strong leadership, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.

**Key Responsibilities:**

  • Client Acquisition & Relationship Management:
    • Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals.
    • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
    • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.
  • Wealth Advisory & Solutions:
    • Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
    • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
    • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
  • Business Growth & Revenue Generation:
    • Achieve AUM (Assets Under Management) and revenue targets through focused client acquisition and wallet-share expansion.
    • Drive cross-sell and up-sell opportunities across the organization's wealth management and third-party product suite.
    • Leverage existing relationships to grow client base through referrals and networking.
  • Compliance & Risk Management:
    • Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
    • Maintain transparent, ethical, and client-centric practices.
    • Minimize operational and investment risks by adhering to organizational policies and compliance standards.

  • Director - Investment Research

    8 hours ago

    Rajkot, Gujarat, India AGR Knowledge Services Pvt Ltd Full time

    About UsAGR Knowledge Services Pvt. Ltd is into Research and Consulting providing outsourced research solutions to some of the world's largest manufacturing, financial services, consulting, and technology companies. Our team has accomplished more than 3000 assignments for over 250 global clients with over 2/3rd of the revenue coming from repeat clients. AGR...

  • Senior Investment Professional

    19 hours ago

    Rajkot, Gujarat, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

    About the Investment RoleWe are seeking a motivated individual to fill an investment position.Investment Advisory & Client EngagementKey Responsibilities:Build client relationships and develop investment strategies.Analyze market data and provide portfolio recommendations.Presentation skills required.Financial Research & AnalysisFundamental and technical...

  • Strategic Investment Leader

    7 days ago

    Rajkot, Gujarat, India beBeeInvestment Full time ₹ 3,50,00,000 - ₹ 5,00,00,000

    Senior Investment Banking ProfessionalWe are seeking an experienced Senior Investment Banking professional to lead deal execution, client management, and strategic growth. The ideal candidate will have a strong track record in M&A, fundraising, and corporate finance.Lead end-to-end transaction management, including due diligence, negotiations, regulatory...

  • Head - Transaction Advisory Executive

    1 week ago

    Rajkot, Gujarat, India beBeeLeader Full time ₹ 2,00,80,000 - ₹ 2,54,08,000

    Our firm is seeking a seasoned leader to spearhead transaction advisory services.This executive will be responsible for managing transactions from inception through completion, ensuring seamless execution and integration of acquired businesses.The ideal candidate will possess expertise in deal structuring, regulatory compliance, and operational integration.A...

  • Cross-Border Investment Manager

    1 week ago

    Rajkot, Gujarat, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 16,00,000

    Role SummaryAs a seasoned Cross-Border Investment Manager, you will play a key role in promoting international markets as attractive investment destinations to Indian companies and conglomerates.This is a high-visibility, strategic role contributing to cross-border investment promotion and international business expansion.About the Job:The successful...

  • Strategic Investment Director

    1 day ago

    Rajkot, Gujarat, India beBeeInvestment Full time ₹ 10,80,000 - ₹ 14,70,000

    Chief Investment Officer RoleAbout this role:This is a senior leadership position within an investment firm, responsible for sourcing and evaluating investment opportunities.The ideal candidate will have a strong track record of deal evaluation experience, with a focus on venture-scale startups. They should be well-networked across founders, angels, bankers,...

  • Equity Investment Specialist

    2 days ago

    Rajkot, Gujarat, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

    Job Opportunity:We are seeking a highly skilled Equity Professional to join our team.Main Responsibilities:Activate trading accounts for clients and provide guidance on equity market dynamics.Cross-sell investment products such as insurance, mutual funds, PMS, SIP, and IPOs to existing clients.Coordinate daily equity trades for clients and assist in...

  • Global Wealth Strategist

    20 hours ago

    Rajkot, Gujarat, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Unlock Global Wealth OpportunitiesWe are seeking a seasoned Director - Wealth to lead our wealth management division, driving the development and expansion of our global investment solutions. This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as strong leadership skills to manage a team of...

  • Executive Assistant to Director

    13 hours ago

    Rajkot, Gujarat, India Agribegri Trade Link Pvt Ltd Full time ₹ 25,000 - ₹ 30,000 per year

    Job Title – Executive Assistant to the Director (Group of Companies)Position Title: Executive Assistant to the DirectorDepartment: Office of the DirectorLocation: RajkotReports To: DirectorRole OverviewThe Executive Assistant (EA) will provide strategic and administrative support to the Director overseeing multiple group companies. This position requires...

  • Strategic Tax Advisory Leader

    4 days ago

    Rajkot, Gujarat, India beBeeTaxation Full time ₹ 80,00,000 - ₹ 1,40,00,000

    Job Title: Taxation Advisory ManagerWe seek an experienced and skilled tax professional to manage advisory engagements for Indian and foreign MNCs involving mergers, demergers, business and share acquisitions, investment structuring, and joint ventures.Key Responsibilities:Manage cross-functional teams to ensure strategic execution, regulatory compliance,...