Current jobs related to Senior Financial Consultant - Kolkata Mumbai Bengaluru Bangalore - beBeeInvestment

  • Senior Financial Consultant

    2 weeks ago

    Bengaluru, Karnataka, India beBeeFinance Full time ₹ 15,00,000 - ₹ 20,00,000

    We are seeking a highly skilled Senior Financial Consultant to join our team. As a key member of our financial advisory group, you will be responsible for providing expert financial guidance and support to clients across the globe.Role DescriptionThis is a full-time on-site position that requires exceptional financial management skills, strategic planning...

  • Senior Financial Services Consultant

    2 weeks ago

    Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Senior Financial Services ConsultantAre you a seasoned consultant with expertise in banking and financial services? Do you have a passion for delivering high-quality solutions that drive business growth? We are seeking a skilled Senior Financial Services Consultant to join our team.Job Description:We are looking for a highly motivated and...

  • Senior Financial Consultant

    2 weeks ago

    Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job OverviewAs a seasoned financial expert, you will lead our dynamic team in delivering high-quality financial consulting services to businesses across various sectors. Our firm provides insightful advice, fostering innovation, and helping clients navigate complex financial landscapes.Our ideal candidate possesses a strong understanding of financial...

  • Senior Financial Control Consultant

    2 weeks ago

    Kolkata, West Bengal, India beBeeImplementation Full time ₹ 15,00,000 - ₹ 25,00,000

    Financial Control Consultant PositionWe are seeking a highly experienced Senior Financial Control Consultant to execute business requirements discussions with clients and implement S/4 HANA solutions for the Finance and Controlling area.Expertise in SAP Finance (FI/CO) and Central Finance projects, with at least 5 years of experienceProject Implementation...

  • Sap financial accounting consultant

    2 days ago

    Bangalore, India Capgemini Invent Full time

    Key responsibilities: Provide strategic advice on the most efficient and compliant methods for consolidating financial results across a complex group structure. Offer expertise on implementing changes in group accounting policies and financial reporting processes, ensuring compliance with IFRS, US GAAP, or other applicable accounting standards. Lead and...

  • Strategic Financial Consultant

    2 weeks ago

    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 17,50,000

    Job Overview:">">We are seeking a highly skilled Deputy Manager to join our team.">This is an exciting opportunity for a seasoned professional with expertise in finance and accounts to lead client-facing consulting engagements and deliver strategic financial solutions.">">Key Responsibilities:">">Lead client-facing consulting engagements, working closely...

  • Sap Financial Accounting Consultant

    2 days ago

    bangalore, India Capgemini Invent Full time

    Key responsibilities:Provide strategic advice on the most efficient and compliant methods for consolidating financial results across a complex group structure.Offer expertise on implementing changes in group accounting policies and financial reporting processes, ensuring compliance with IFRS, US GAAP, or other applicable accounting standards.Lead and support...

  • Sap Financial Accounting Consultant

    20 hours ago

    Bangalore, India Capgemini Invent Full time

    Key responsibilities: Provide strategic advice on the most efficient and compliant methods for consolidating financial results across a complex group structure. Offer expertise on implementing changes in group accounting policies and financial reporting processes, ensuring compliance with IFRS, US GAAP, or other applicable accounting standards. Lead...

  • Senior SAP Financial Consultant

    2 weeks ago

    Kolkata, Mumbai, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 28,00,000

    Senior SAP Financial ConsultantWe are seeking a highly experienced Senior SAP Financial Consultant to join our team. The successful candidate will be responsible for leading full-cycle SAP implementations, configuring FICO modules, and ensuring tight integration with MM, SD, and banking interfaces.The ideal candidate will have a strong understanding of FI-MM...

  • Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

Senior Financial Consultant

3 weeks ago

Kolkata Mumbai Bengaluru Bangalore, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 36,00,000
Investment Advisor Role

We are seeking an experienced Investment Advisor to join our team. As an Investment Advisor, you will be responsible for managing high net worth individual (HNI) clients and providing them with personalized investment solutions.

  • Acquire and manage UHNI HNI clients for Private Client Group (PCG) with book sizes of Rs. 25 lac and above.
  • Advise UHNI/HNI clients on equity, derivatives, currency, and commodity markets and generate revenue from them.
  • Cross-sell third-party products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Life Assurance Schemes (LAS), Initial Public Offerings (IPO), and Insurance.
  • Handle client queries and complaints and resolve them within the specified timeframe.
  • Apply in-depth market understanding and advanced strategies to increase book size and revenue.
  • Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending portfolios.
  • Monitor and enhance advisor skills through call tracking, weekly targets, and meetings, con calls.
  • Coordinate with third-party product manufacturers and stakeholders.
  • Ensure the highest level of service to customers in terms of advisory and operational issues and provide timely solutions.

As an Investment Advisor, you will have the opportunity to work with high net worth individuals and provide them with personalized investment solutions. You will also have the chance to develop your skills and expertise in investment management and advisory services.