Senior Investment Strategist

14 hours ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Opportunity

We are seeking a seasoned professional to join our team and drive business growth through strategic investment recommendations. This role requires strong analytical skills, excellent communication, and the ability to work effectively with clients and internal stakeholders.

About the Role

The successful candidate will be responsible for:

  1. Reviewing client meeting notes and approving large/complex investment recommendations.
  2. Providing guidance on critical cases escalated by internal colleagues.
  3. Direct interaction with key clients, including top-tier Premier and C-Suite clients.
  4. Disseminating global and local market updates and ensuring the team is aligned on talking points and investment narratives.
  5. Internal coordination with various teams, including Compliance & Risk.


Requirements

The ideal candidate should have at least 10 years of relevant experience in a bank or asset management company, an MBA from a reputable institute, and strong analytical and problem-solving skills. They should also demonstrate behaviours consistent with our values and have expertise in our systems and processes. Additional requirements include excellent interpersonal skills, coaching techniques, planning and organizing skills, and knowledge of sales and service techniques and models.

What We Offer

We offer a dynamic and inclusive work environment that fosters continuous professional development, flexible working, and opportunities to grow within a diverse and inclusive culture. Our employees enjoy a range of benefits, including career advancement opportunities, competitive compensation and rewards, employee assistance programs, and recognition programs. If you are looking for a challenging and rewarding career opportunity, we encourage you to apply.

  • Senior Credit Strategist

    4 days ago

    Delhi, Delhi, India beBeeCredit Full time ₹ 1,28,00,000 - ₹ 2,14,00,000

    Senior Credit StrategistWe are seeking an experienced Senior Credit Strategist to lead the credit risk, underwriting, and portfolio management functions.

  • Regional Sales Investment Director

    4 days ago

    Delhi, Delhi, India beBeeKnowledge Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment StrategistWe are seeking a seasoned Investment Strategist to spearhead our Branch Banking channel and drive regional sales growth.Key Responsibilities:Develop and implement investment strategies to increase Mutual Fund AUM for the Branch Banking channel.Penetrate client base to create new investors in MF investments from existing clients.Achieve...

  • Financial Strategist

    4 days ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 2,00,00,000

    Job Title: Financial StrategistAbout the Role:The Financial Strategist is a key professional responsible for delivering tailored financial and investment services to clients.Main Responsibilities:Client Consultation and Relationship Management:Conduct thorough consultations with clients to understand their financial objectives, risk tolerance, investment...

  • Senior Investment Associate Opportunity

    5 days ago

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

    Unlock Your Potential as a Senior Investment Associate">Burman Capital Management is seeking a highly motivated and analytical individual to join our public equity investment team. As a Senior Investment Associate, you will play a critical role in identifying and analyzing high-conviction investment opportunities across various sectors.">Key...

  • Senior Digital Marketing Strategist

    6 days ago

    Delhi, Delhi, India beBeeDigitalMarketing Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Title:Senior Digital Marketing StrategistThe role of a Senior Digital Marketing Strategist is to develop and execute successful digital marketing campaigns.Bachelor's degree in Marketing, Business, or a related field.5+ years of experience in IT marketing or a related field with expertise in SEO/SEM, social media marketing, content marketing, and email...

  • Capital Markets Investment Professional

    4 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 3,60,000

    Investment Research Analyst PositionThis role offers an exceptional opportunity to gain hands-on experience in capital markets, portfolio design, and research.You will be responsible for assisting in macro and micro-level investment research, multi-asset portfolio development, and sector-wise allocation strategies.The ideal candidate will possess a solid...

  • Chief Investment Strategist

    1 week ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 65,00,000

    Investment OpportunitiesWe are seeking a highly motivated and detail-oriented individual to join our team as an Investment Analyst.This is an exceptional opportunity for a self-driven student with a passion for investment advisory and portfolio management.The successful candidate will have the chance to work on cutting-edge projects, develop their analytical...

  • Senior Content Strategist

    3 weeks ago

    Delhi, Delhi, India Unbounce Careers Pvt Ltd Full time

    Senior Content Strategist Social Media ManagerLocation DelhiExperience 6-8 yearsAre you someone who lives and breathes Social Media understands the nuances of changing algorithms and has a knack for creating scroll-stopping content we re on the lookout for a Senior Content Strategist Social Media Manager to take our brand presence to the next level...

  • Expert Investment Strategist

    1 week ago

    Delhi, Delhi, India beBeeInvestment Full time

    Job DescriptionWe are seeking a seasoned Portfolio Manager to oversee the financial well-being of our clients. This is an exceptional opportunity for a strategic thinker who can develop and implement effective investment strategies to drive client wealth growth.Key Responsibilities:Create and execute tailored investment plans that meet client...

  • Senior Communication Strategist

    1 week ago

    Delhi, Delhi, India beBeeCommunication Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Title: Senior Communication StrategistAbout the Role:We are seeking an experienced and skilled Senior Communication Strategist to develop and execute integrated communication plans that drive engagement with key stakeholders.Key Responsibilities:Design and implement comprehensive communication strategies to promote our brand, products, and services to...