Financial Relationship Specialist

4 days ago

nashik, India beBeeRelationship Full time

Financial Relationship SpecialistWe are seeking a highly skilled and experienced financial relationship specialist to join our team.The successful candidate will be responsible for managing client relationships, identifying client needs, and providing tailored financial solutions.Key Responsibilities:Understanding clients' financial goals and objectivesOffering portfolio management services and investment adviceFacilitating investment decisions and monitoring client progressMaking necessary adjustments to strategies to meet client needsAbout Us:PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.Benefits:Competitive salary and benefits packageOngoing training and development opportunitiesCollaborative and dynamic work environmentRequirements:Degree in finance or related fieldMinimum 3 years experience in financial servicesExcellent communication and interpersonal skillsStrong analytical and problem-solving skills

  • Financial Planning Specialist

    5 days ago

    Nashik, Maharashtra, India Finnovate Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job DescriptionJob Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertAre you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for youKey Responsibilitiesü Build strong relationships with clients by...

  • Financial Planning Specialist

    3 weeks ago

    Nashik, India Finnovate Full time

    Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü  Build strong relationships with clients by...

  • Financial Planning Specialist

    3 weeks ago

    Nashik, India Finnovate Full time

    Job Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü  Build strong relationships with...

  • Financial Administrative Support Specialist

    4 days ago

    nashik, India beBeeAccounting Full time

    Accounting Operations SpecialistOur company seeks a detail-oriented Accounting Operations Specialist to support the day-to-day accounting activities. This role involves maintaining accurate financial records, ensuring compliance with organizational and statutory requirements, and providing administrative support to the finance team.Key...

  • Financial Planning Specialist

    2 days ago

    nashik, India beBeeexpert Full time

    Oracle Expertise RequiredWe are seeking an accomplished Oracle specialist to spearhead the implementation and support of our financial planning and forecasting processes.About This RoleMain Responsibilities:To configure and optimize Oracle EPM applications, ensuring seamless integration with other data management systems.To develop and maintain high-quality...

  • Financial Operations Specialist

    2 days ago

    nashik, India beBeeAccounting Full time

    Financial Operations SpecialistWe seek a detail-oriented and organized professional to maintain accurate financial records, ensure timely reporting, and support our organization's financial operations.Record daily financial entries with accuracy and timeliness.Prepare and update Balance Sheets, Profit & Loss statements, and other financial reports.Manage...

  • Financial Systems Specialist

    2 days ago

    nashik, India beBeeConsultant Full time

    Senior Oracle Cloud Financials Functional Consultant PositionJob Summary:We are seeking an experienced Oracle Cloud Financials Functional Consultant to join our team. In this role, you will be responsible for providing expert support, configuration, and optimization of our core Oracle Cloud Financial modules.About the Role:You will serve as the subject...

  • Financial Planning Specialist

    7 hours ago

    Nashik, Maharashtra, , India Finnovate Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job Title: Financial PlanningSpecialist / Financial Advisory / Financial Planning ExpertAre you passionate about empoweringpeople with financial knowledge? Do you thrive on helping individuals makesmart financial decisions for a secure future? If yes, then this role is foryouKey Responsibilities:ü  Build strong relationships withclients by understanding...

  • Expert Financial Planning and Analysis Consultant

    4 days ago

    nashik, India beBeeFinancialPlanning Full time

    Job OverviewThe role of a Financial Planning and Analysis Specialist involves implementing and supporting Oracle EPM applications to drive strategic decision-making. This position requires in-depth knowledge of financial planning processes, as well as proficiency in configuring Oracle EPM applications such as Oracle Planning and Budgeting Cloud Service...

  • Enterprise Business Process Specialist

    2 days ago

    nashik, India beBeeDynamics Full time

    We are seeking a seasoned Business Process Specialist to lead the implementation, customization, and support of Microsoft Dynamics GP and other enterprise resource planning systems.The ideal candidate will have a strong background in business process improvement and technical skills in MS SQL Server, .NET, and UI development.Develop and maintain...