
Principal Financial Strategist
1 week ago
We are seeking a seasoned Senior Certified Financial Planner (CFP) with a strong background in relationship management to serve as a trusted advisor to our clients. This dual role requires leveraging financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.
Key Responsibilities:- Build and maintain strong, trust-based relationships with affluent/high-net-worth clients as their primary point of contact for all financial matters.
- Proactively engage with clients to understand evolving needs, address concerns, and provide personalized advice.
- Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
- Conduct in-depth financial assessments including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
- Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
- Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
- Optimize portfolios for tax efficiency and long-term growth adhering to relevant industry guidelines.
- Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
- Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
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Senior Financial Strategist
1 week ago
Thāne, Maharashtra, India beBeeStrategy Full time ₹ 18,00,000 - ₹ 25,00,000Job Opportunity:We are seeking a highly skilled financial strategist with expertise in accounting and operations. The ideal candidate will have a strong background in accounting principles, financial analysis, and strategic planning.Key Responsibilities:Develop and implement effective financial strategies to drive business growth.Conduct financial analysis...
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Senior Financial Strategist
1 week ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 36,00,000 - ₹ 48,00,000Job Overview:We are seeking a seasoned Chief Financial Strategist to drive our organization's financial vision and mission.Lead the finance team in developing and implementing effective financial strategies.Maintain compliance with statutory accounts, local regulations, and international standards.Monitor cash flow management, customer credit collection, and...
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US Accounting Financial Strategist
2 weeks ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000The Role of a Financial StrategistOur team is seeking a skilled Financial Strategist to join our US Accounting division. In this role, you will be responsible for developing and implementing financial strategies aligned with business goals.Develop and implement financial strategiesProduce budgets, forecasts, and financial modelsMonitor and manage cash...
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Chief Financial Strategist
1 week ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Chief Financial StrategistKey Responsibilities:Develop and execute comprehensive financial strategies to drive business growth.Build and maintain relationships with key stakeholders, including banks, investors, and rating agencies, to secure project financing.Negotiate competitive loan terms and ensure compliance with regulatory...
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Senior Financial Strategist
2 weeks ago
Thāne, Maharashtra, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Senior Financial Strategist - Retail & Online BusinessWe are seeking an experienced and accomplished Senior Financial Strategist to oversee financial operations and drive performance across our Retail and Online Business units.About the RoleFinancial LeadershipLeverage your expertise in financial planning and analysis to develop and implement strategic...
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Senior Financial Strategist
1 week ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000Job Title:Senior Financial StrategistWe are seeking a seasoned professional to lead our finance team. As an experienced leader, you will be responsible for driving financial analysis, budgeting, and forecasting initiatives.Key Responsibilities:Develop and implement robust financial models to inform business decisionsAnalyze complex financial data to identify...
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Chief Financial Strategist
1 week ago
Thāne, Maharashtra, India beBeeFinance Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Role: Chief Financial StrategistThe Senior Finance Leader will play a pivotal role in shaping the company's financial future, ensuring robust financial operations and regulatory compliance.This key position oversees the company's financial strategy, controls, compliance, and reporting functions, collaborating closely with cross-functional teams to build a...
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Senior Financial Strategist
2 weeks ago
Thāne, Maharashtra, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Financial Strategist Role OverviewThis senior role is pivotal in overseeing the company's financial strategy, ensuring optimal capital management and efficient resource allocation.Key Responsibilities:Develop and execute comprehensive financial plans, aligning with business objectives.Manage cash flow, investments, and insurance to minimize risks and...
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Cloud Financial Management Strategist
2 weeks ago
Thāne, Maharashtra, India beBeeCloud Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Cloud Leadership OpportunityWe are seeking a seasoned Principal Cloud Engineer to drive cloud financial management initiatives and operational excellence on the Azure platform.This role will shape cloud service strategies, lead research and proof of concepts (POCs), and provide opinionated insights to influence offerings and internal best practices.
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Chief Financial Strategist
1 week ago
Thāne, Maharashtra, India beBeeAccountant Full time ₹ 13,12,000Job Title: Chief Financial StrategistWe are seeking a seasoned professional to oversee our company's financial accounts, compliance, taxation, and audits. With 34 years of post-qualification experience as a Chartered Accountant (CA), you will play a pivotal role in driving our financial growth.This is an excellent opportunity for a proactive individual who...