Financial Services Specialist

4 days ago


Pune, Maharashtra, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 30,00,000

Key Opportunity Description

  • Deliver premium service to high net worth clients with personalized investment advice and exceptional standards.

Main Responsibilities

  • Acquire new preferred clients through strategic outreach and relationship development.
  • Coordinate transactions with asset management firms.
  • Support wealth managers in client servicing.
  • Collaborate with product teams for portfolio solutions.

Required Expertise

  • Post Graduate degree with 1+ years of experience in private banking or wealth management.
  • Strong analytical and interpersonal skills.
  • Experience selling financial products, portfolio management services, and structured investments.
  • Strategic thinking and lead generation expertise.


  • Pune, Maharashtra, India beBeeFinancial Full time ₹ 14,00,000 - ₹ 28,00,000

    Job Title: Financial Services Specialist Job Description - A Key Client Onboarding Role Location: Pune and/or Chennai Shift Timings: US Shift We are seeking an experienced professional to join our client services team. The role involves delivering exceptional support across the entire lifecycle — from onboarding and managing key clients.Key...

  • Sales Specialist

    1 week ago


    Pune, Maharashtra, India Oasis Financial Services (Formerly: Omkar Consultants) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionOasis Financial Services (Formerly: Omkar Consultants) has been a trusted financial advisory firm for over 26 years, serving 1,500+ families and 50 corporates. With partnerships across all leading insurance and mutual fund companies in India, we provide comprehensive solutions inhealth and term insurance, mutual funds, car insurance, and...


  • Pune, Maharashtra, India MAS Financial Services Ltd Full time

    Job Title: Legal Manager Non-LitigationJob Summary: Responsible for managing all non-litigation legal matters related to Loan Against Property (LAP), Small Business Loans (SBL), and Home Loans (HL) across Maharashtra. The role includes title verification, document vetting, legal risk mitigation, and coordination with internal stakeholders and external legal...


  • Pune, Maharashtra, India beBeeAccountant Full time ₹ 6,00,000 - ₹ 12,00,000

    We're seeking dedicated professionals to support our team in delivering exceptional financial, taxation and advisory services.This role is ideal for those looking to develop their skills and knowledge in accounting, auditing and taxation.Gaining practical experience in a supportive and collaborative environmentDeveloping your skills and knowledge in advisory...


  • Pune, Maharashtra, India beBeeFinancialPerformance Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Role: Financial Performance Specialist Summary: We are seeking a highly skilled and motivated Financial Performance Specialist to join our team. The ideal candidate will have a strong background in financial analysis, excellent communication skills, and the ability to work effectively in a fast-paced environment. Key Responsibilities:Automate recurring...


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

    Job OverviewWe are seeking highly skilled professionals to fill a Financial Services position at our Pune location.Key Responsibilities:Execute day-to-day investment banking processes efficiently, meeting Service Level Agreements (SLAs) and operational targets.Perform transactions as per defined guidelines and timelines, adhering to governance and compliance...


  • Pune, Maharashtra, India Tresvista Financial Services Full time US$ 1,50,000 - US$ 2,00,000 per year

    About the DepartmentCFO Office Services is one of the vital service lines offered by TresVista to its clients, providing fund administration, management company accounting, corporate accounting including FP&A, Treasury and other allied activities performed which assists the CFOs office at the clients end. The delivery team comprises highly skilled accounting...


  • Pune, Maharashtra, India beBeeInvoicing Full time ₹ 8,00,000 - ₹ 12,00,000

    Financial Operations Specialist\As a Financial Operations Specialist, you will play a vital role in maintaining the accuracy of our financial operations by ensuring timely and precise invoicing.\\


  • Pune, Maharashtra, India beBeeBusiness Full time ₹ 18,00,000 - ₹ 24,00,000

    **Financial Operations Specialist**We are seeking a skilled and experienced Financial Operations Specialist to join our team. This role will play a key part in supporting the organization's financial leadership and driving business growth.


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

    Job Title: Financial Operations SpecialistWe are seeking a skilled and detail-oriented Financial Operations Specialist to join our team. As a key member of our finance department, you will play a critical role in managing various financial operations, including sales invoicing, client coordination, and payroll accounting.The ideal candidate will possess...