Investment Specialist

3 days ago

Pune, Maharashtra, India Team HR Full time ₹ 3,00,000 - ₹ 5,00,000 per year

JOB DESCRIPTION

Position: Investment Specialist (Client Relationship)

Location: Pune

RESPONSIBILITIES

* The private wealth specialist will be responsible for managing HNI client relationships and providing

customized investment solutions to meet their needs.

* New client acquisition is a key area, creating a value addition pool with concrete establishment of

relationship channel is something which is highly essential and expected to be achieved by the candidate.

* The investment specialist will work in close coordination with the leadership team to ensure efficient service

delivery

EDUCATION & EXPERIENCE

* Bachelor's degree in Commerce, Science, Finance, Business Administration, Economics, MBA in Finance or

a related field (preferably passed with distinction or first class)

* 2-3 years of relevant experience in financial product distribution preferred. Freshers can also apply.

* NISM VA certification mandatory, NISM XA & XB / CFP is preferred.

SKILLS & ATTRIBUTES

* Excellent communication and interpersonal skills. Fluency in English is mandatory for this role.

* Understanding and speaking fluently in Marathi, Hindi and Gujrati will be an added advantage.

* Ability to handle ultra HNI clients and guiding them on their investment portfolios (on job induction training

will be provided).

* Strong understanding of financial products, equity markets and fixed income securities.

* Proven track record of building and maintaining successful client relationships.

* Target oriented.

* Ability to prioritize and manage multiple tasks effectively

Job Types: Full-time, Permanent

Pay: ₹300, ₹500,000.00 per year

Work Location: In person

  • Investment Portfolio Specialist

    1 week ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Job Title: Investment Portfolio Specialist We are seeking a highly skilled Investment Portfolio Specialist to play a pivotal role in analyzing investment opportunities, presenting to the investment committee, and negotiating transaction documents. Key Responsibilities:Conduct thorough research on potential investments, considering macro and micro economic...

  • Investment Opportunities Specialist

    1 week ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 28,00,000

    Investment Opportunities SpecialistA dynamic and experienced professional is sought to join our team as an Investment Opportunities Specialist. This exciting role will involve sourcing and evaluating investment opportunities, conducting thorough due diligence, and supporting the growth and development of portfolio companies.Responsibilities:Source and...

  • Investment Insights Specialist

    2 weeks ago

    Pune, Maharashtra, India beBeeEquity Full time ₹ 15,00,000 - ₹ 28,00,000

    Job Title: Equity Research SpecialistAs an Equity Research Specialist, you will be responsible for providing in-depth analysis and insights to clients across the globe. Your role will involve stock picking, financial modeling, and formulating opinions that can be communicated effectively.Responsibilities:To conduct extensive research on sectors and companies...

  • Lead Specialist-Investments

    4 weeks ago

    Pune, Maharashtra, India Marsh McLennan Full time

    We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist-Investments (Eagle Pace) You will be a part of the Investments group that provides a broad range of investment consulting and...

  • Lead Specialist-Investments

    4 weeks ago

    Pune, Maharashtra, India Marsh McLennan Full time

    We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Lead Specialist-Investments (Eagle Pace) You will be a part of the Investments group that provides a broad range of investment consulting and...

  • Investment Manager Professional

    2 weeks ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 20,10,000

    We are seeking a dynamic and driven Investment Manager specialist to excel in our organization.Job Opportunity:Key ResponsibilitiesDetermine, connect, and onboard potential investors (high net worth individuals, family offices, and professionals).Promote sales of curated investment opportunities in startups, venture funds, and other alternate asset...

  • Equity Investment Specialist

    1 week ago

    Pune, Maharashtra, India beBeeFundManager Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    We are seeking an equity fund specialist with expertise in value-oriented and risk-controlled investments. They will prioritize opportunities with asymmetric payoffs and possess a proven, verifiable track record.The ideal candidate should demonstrate conviction to hold long-term investments and strive for outsized risk-adjusted returns while adeptly seizing...

  • Investment Banking Career Opportunities

    2 weeks ago

    Pune, Maharashtra, India beBeeInvestmentBanking Full time ₹ 3,00,000 - ₹ 4,00,000

    Job Title: Investment Banking SpecialistLocation: Pune, IndiaWe are seeking highly skilled professionals to join our investment banking team.About the RoleThis role involves executing day-to-day investment banking processes efficiently and meeting operational targets.Key Responsibilities:

  • Investment Sector Specialist

    6 days ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Business Evaluation and Market Research:">We are seeking a highly skilled Business Analyst to support our investment team in conducting thorough market research, sector deep-dives, and due diligence of proposed opportunities.Key Responsibilities:"/>Conduct market research and analysis to evaluate business ideas and identify potential investment...

  • Strategic Investment Consultant

    2 weeks ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 16,26,000 - ₹ 23,30,000

    Key Responsibilities include collaborating with global Business Development and Product Specialist teams to prepare client presentations, pitchbooks, and review materials. This role also involves assisting in drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.The ideal candidate will...