Investment Specialist

3 days ago

Lucknow, Uttar Pradesh, India Candidate Experience site Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role Overview: As a Relationship Manager focusing on High Net Worth Customers, your primary responsibility will be to develop and cultivate strong relationships with existing and potential customers in the liabilities category. You will be expected to prioritize Category A customers and engage in individual efforts to acquire new customers through external channels. Your commitment to providing exceptional customer service and adherence to bank policies will be crucial in maintaining high levels of customer satisfaction. Key Responsibilities: - Develop and maintain banking relationships with high net worth customers through personalized customer services - Generate management information system (MIS) reports for monitoring and analysis - Cross-sell various bank products to increase the depth of the banking relationship - Proactively inform customers about new products or enhancements that may benefit them - Plan and execute special sales initiatives and events for both prospective and current clients - Collaborate with other group companies to ensure seamless access to a wider range of products and services for customers - Maintain comprehensive records of customer interactions and transactions to contribute to a holistic understanding of each assigned customer account Qualifications Required: - Graduates with 4-6 years of relevant experience in AMFI/IRDA certification - Post Graduates with 2-4 years of relevant experience in AMFI/IRDA certification Note: If you are a proactive and customer-focused individual with a background in banking and a passion for fostering long-term relationships, this role offers you the opportunity to leverage your expertise to drive customer satisfaction and business growth.,

  • Strategic Venture Capital Investment Specialist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeVenture Full time ₹ 60,00,000 - ₹ 1,20,00,000

    We are seeking a detail-oriented and analytical Venture Capital Investment Analyst to join our team. The ideal candidate will have a strong passion for startups, venture capital, and innovation.

  • Remote Trading Specialist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeTrading Part time ₹ 40,000 - ₹ 80,000

    Job Title:Remote Trading SpecialistKey Responsibilities:Manage trades and investments to maximize returns.Navigate the fast-paced world of online trading.Make informed decisions to optimize profits.Requirements:Experience in online trading and investment management.Strong analytical and problem-solving skills.Ability to work independently with minimal...

  • Senior Investment Specialist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Our organization is seeking a Senior Wealth Manager to join our team. As a key player in this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients.

  • Financial Portfolio Specialist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000

    Finance Investment Analyst Job OpportunityThis is a part-time remote role on a contract basis for a Finance Investment Analyst.We are seeking a CFA with 8+ years of experience in US Finance Markets to evaluate live model responses related to Finance.Strong analytical skills and experience in financial analysis are required.Proficiency in reading and...

  • Establish Strategic Growth

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeFundraising Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Financial Performance SpecialistWe are seeking a highly skilled Financial Performance Specialist to drive our fundraising efforts and enhance company valuation.Key Responsibilities:Develop and execute comprehensive fundraising strategies with venture capitalists, family offices, and high net worth individuals.Built strong investor relationships and pipeline...

  • Policy Implementation Specialist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeePolicyExpert Full time ₹ 20,00,000 - ₹ 25,50,000

    Job OpportunityWe are seeking a skilled Policy Expert to support our team.Key Responsibilities:Analysis and implementation of policy initiativesProject management with ability to prioritize tasks and manage multiple deadlinesFinancial modeling & analytical skillsProficiency in Microsoft Office Suite and other relevant software programsRequirements:Strong...

  • Senior Equity Research Specialist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeResearch Full time ₹ 18,00,000 - ₹ 25,00,000

    Key Responsibilities:Develop and implement research ideas on diverse sectors, including media and entertainment, pharma and healthcare, auto, consumer durables, BFSI/insurance, information technology, and sectors agnostic.Generate high-quality research reports based on fundamental analysis, ensuring thorough and insightful findings.Effectively communicate...

  • Manufacturing Operations Specialist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeTeamMember Full time ₹ 80,00,000 - ₹ 1,00,00,000

    About Our Factory:Our float glass manufacturing unit in western India is a strategic investment, with a state-of-the-art plant spanning 150 acres. We produce 550 MT of clear glass per day, setting high-quality benchmarks globally.Achievements:CII HR Excellence award (2017-2019)WCM Silver Award (2020) - 3rd Glass Plant worldwideEmerald Award for CO2...

  • Network Engineering Specialist Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India NTT DATA North America Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Req ID:331844NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Network Engineering Specialist Advisor to join our team in Greater Noida, Uttar Pradesh (IN-UP), India (IN).Role...

  • Career Opportunities for a Financial Specialist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 15,00,000

    Key Roles and ResponsibilitiesThe primary objective of this position is to provide expert advice on investment options, insurance plans, and other financial products to clients.This role requires a skilled and ambitious individual with 0-6 years of experience in the financial services industry.As a Financial Advisor, you will be responsible for tailoring...