Financial Relationship Specialist
5 days ago
Client Relationship SpecialistPurpleFinch is a leading financial services firm dedicated to empowering individuals and businesses to achieve their financial goals.As a Client Relationship Specialist, you will be responsible for fostering strong client relationships, identifying client needs, and providing tailored financial solutions.The ideal candidate should possess experience in Client Relationship Management and an understanding of financial products.A deep knowledge of Portfolio Management, Mutual Funds, and Direct Equity Investments is essential.Excellent communication and interpersonal skills are necessary to excel in this role.About the RoleThis is an exciting opportunity to join a dynamic team as a Client Relationship Specialist. In this position, you will be responsible for managing client relationships, identifying opportunities, and delivering exceptional customer service.ResponsibilitiesKey responsibilities include:Fostering strong relationships with clients to understand their financial needs and preferences.Providing expert advice on financial products and services to meet client needs.Identifying opportunities to cross-sell and upsell products to existing clients.Maintaining accurate records of client interactions and transactions.RequirementsTo succeed in this role, you will need:Experience in Client Relationship Management or a related field.An understanding of financial products and services.Strong communication and interpersonal skills.Ability to work in a fast-paced environment and meet deadlines.
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Financial Operations Specialist
3 days ago
anand, India beBeeFinance Full timeJob ProfileThe role of a Financial Operations Specialist is a detail-oriented position that handles key financial processes, including Accounts Receivable (AR), Accounts Payable (AP), General ledger (GL) and audit-related documentation.Accounts Receivable (AR):Prepare and issue customer invoices using Tally/Zoho Books.Track incoming payments and follow up on...
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Inbound sales
2 weeks ago
Anand, India Dozti Full timeJob Title: Inbound Sales & Relationship Specialist – Dozti Location: Remote Employment Type: Full-Time Salary Range: ₹20,000 – ₹40,000 (Based on experience.) About Us: Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries. We support purpose-built brands, systems, and ventures...
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Financial Specialist
5 days ago
anand, India beBeeAccountant Full timeAccounting ProfessionalGST Compliance and Payroll Management:We seek an experienced professional to oversee GST filing, compliance, and employee payroll management.The ideal candidate will ensure timely and accurate GST returns, review and verify related documents, and communicate changes in regulations to stakeholders.This role requires strong collaboration...
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Financial Specialist
5 days ago
anand, India beBeeAccounting Full timeAs a seasoned accounting professional, this role offers the opportunity to make a meaningful impact on the financial well-being of clients. A key responsibility will be maintaining accurate and up-to-date financial records, ensuring compliance with relevant regulations.Proficiency in financial analysis, budgeting, and general ledger management is...
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Finance Module Configuration Specialist
5 days ago
anand, India beBeeImplementation Full timeFinance Module Implementation SpecialistWe are seeking a skilled Finance Module Implementation Specialist with expertise in financial system configuration, customization, and integration.This role involves ensuring the successful implementation, setup, and ongoing support of finance modules in our organization. Key responsibilities include:Configuring and...
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Financial Clerk
19 hours ago
anand, India beBeeAccountant Full timeJob OverviewWe are seeking a skilled professional to fill the role of Financial Clerk. This position involves handling financial transactions, maintaining accurate records and ensuring compliance with financial regulations.Responsibilities:Perform financial tasks such as invoicing, accounts payable and receivableEnsure accuracy and timeliness of financial...
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Financial Operations Manager
21 hours ago
anand, India beBeeTally Full timeAccountantWe are seeking a skilled and dedicated Tally Prime Specialist to join our finance team.Job Description:We are looking for a professional who can independently manage day-to-day accounting operations.Main Responsibilities:Daily accounting entries in Tally PrimeLedger maintenance & bank reconciliationManaging payments, receipts, purchase & sales...
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Senior Financial Manager
2 days ago
anand, India beBeeFinance Full timeFinancial Operations SpecialistThe Chartered Institute of Professional Certifications has a global presence in professional development, offering internationally recognized certification programs to senior executives and organizations worldwide. As we expand, a Financial Operations Specialist is sought to strengthen our financial infrastructure and support...
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Chief Financial Specialist
3 days ago
anand, India beBeeFinancial Full timeFinancial Analyst Job OverviewWe are seeking a highly skilled Financial Analyst to join our team.This role will involve managing the financial aspects of our company, including accounting, budgeting, and forecasting.Manage and maintain accurate financial recordsPrepare and analyze financial reports and statementsDevelop and implement budgets and...
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Financial Optimization Specialist
5 days ago
anand, India beBeeFinance Full timeJob Title: Oracle Financial ConsultantWe are seeking a seasoned Oracle Financial Consultant to lead and support our financial process optimization, system configuration, and end-user enablement initiatives.The ideal candidate will have expertise across core finance modules (GL, AP, AR, FA, CM, Credit Management, Tax) for all O2C, R2R and P2P business...