
Investment Management
1 day ago
Skills:.
Investment Market, Communication, Team Leadership, Team Building, lead genration, Investment Banking,
Responsibility:-
Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings
Well-developed in presentable skills and understanding to identify new customer
Recruit train and develop a team of insurance agents to create business opportunities
Maintaining and updating sales and business development reports.- holding presentations and demonstrations for potential clients
Prepare sales contracts ensuring adherence to law-established rules and guidelines
Attend and manage networking events to attract and retain clients
Business Development Executives spend a fair amount of time using their market research to prospect for leads.
- Develop a growth strategy focused both on financial gain and customer satisfaction
Requirements and qualification:-
Strong analytical skills and ability to understand financial markets and investment products
A Bachelor's or Master degree must be required
Previous experience in financial services, banking, or investment advisory is preferred
Have an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc.
- Understanding of agent work culture in insurance companies.
- Strong organizational skills and attention to detail
Strong problem-solving and analytical abilities, with a focus on generating results
-
Strategic Investment Manager
4 days ago
Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Key Responsibilities:">Develop and implement investment models together with market players to optimize investments.Discuss with local stakeholders and government bodies to ensure support for Fulfillment Center expansions.Establish regular communications with all business owners, including local and central Finance managers, IT, legal, Operations, Facilities...
-
Senior Investment Professional
5 days ago
Surat, Gujarat, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000Investment Opportunities in Private MarketsPrivate markets investing encompasses a broad range of asset classes, including infrastructure, private equity, and real estate. Our firm seeks a seasoned investment professional to co-manage private markets solutions end-to-end.This role involves partnering with internal teams and external managers to select and...
-
Senior Investment Manager
5 days ago
Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job OpportunityWe are seeking a dynamic Investment Professional to join our team and play a key role in deal execution, client management, and strategic growth.Lead Transaction Management: Oversee end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.Execute Deals: Execute deals across mergers...
-
Chief Investment Strategist
4 days ago
Surat, Gujarat, India beBeePortfolio Full time ₹ 1,00,00,000 - ₹ 2,20,00,000Investment Portfolio Manager RoleAs a key member of our team, you will play a crucial part in managing investment portfolios, analyzing market trends, and making informed investment decisions.Key Responsibilities:Develop and implement effective investment strategies to drive portfolio performance.Monitor and manage investment risk to minimize potential...
-
Chief Investment Strategist
6 days ago
Surat, Gujarat, India beBeeWealth Full time ₹ 5,00,000 - ₹ 10,00,000Are you passionate about making informed investment decisions?We are a cutting-edge FinTech company looking for talented individuals to join our team of Wealth Managers.As a Wealth Manager, you will have the opportunity to work on high-profile projects involving investment advisory, portfolio management, and asset allocation. You will engage in multiple...
-
Alternate Investment Specialist
2 hours ago
Surat, Gujarat, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,10,00,000Job Description:We are seeking a skilled and ambitious Wealth Management specialist to drive investor acquisition, build relationships with high net worth individuals and family offices, and promote alternative investment opportunities.This is a key role for someone passionate about wealth management, alternate investments, and India's fast-growing startup...
-
A Business Investment Specialist
4 days ago
Surat, Gujarat, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 30,00,000Business Investment Specialist – A highly motivated and analytical professional to join our investment team. The ideal candidate will have prior experience in investment research, financial modeling, and due diligence within the VC/PE/IB ecosystem.Key Responsibilities:Conduct market research, competitive analysis, and industry deep-dives on startups and...
-
High Net Worth Investment Manager
5 days ago
Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 3,00,00,000Key Responsibilities:To Acquire High-Net-Worth ClientsWe are seeking experienced professionals who can acquire new affluent and super affluent clients.Maintain Strong Relationships and Generate Portfolio GrowthOur ideal candidate will be able to maintain strong relationships with existing high-net-worth clients and generate growth from their financial...
-
Investment Counsellor
1 day ago
Surat, Gujarat, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout The Role JOB DESCRIPTION ROLE :Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role"¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable...
-
Chief Investment Strategist
2 hours ago
Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job Overview:We are seeking a seasoned investment professional to lead our wealth management efforts. The successful candidate will be responsible for developing and maintaining relationships with clients to understand their financial goals and risk tolerance.Key Responsibilities:Provide personalized investment advice and recommendations to clients based on...