Financial Product Expert

5 days ago


Kanpur, Uttar Pradesh, India beBeeEquity Full time ₹ 12,00,000 - ₹ 15,00,000

Job Opportunity:

">
  • ]
  • As an Equity Market Specialist, you will be responsible for activating trading accounts for clients and guiding new entrants in understanding market dynamics.]
  • You will promote investment products such as insurance, mutual funds, PMS, SIPs, and IPOs to existing clients.]
  • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.]
  • Drive revenue growth while ensuring client profitability and long-term engagement.]
  • Provide clients with market insights and advisory services based on current financial conditions.]
  • Acquire new clients through referrals from existing customers.]
  • Reactivate inactive clients through consistent follow-ups and engagement strategies.]
  • Ensure timely collection of margins and market-to-market losses.]">

Key Responsibilities:

]

This role requires a highly motivated and experienced professional who can drive revenue growth while ensuring client profitability and long-term engagement.

]">

Requirements:

">
  • ]
  • The ideal candidate should have a postgraduate degree and minimum 2 years of experience in equity dealing with a reputable firm.]
  • They must have hands-on experience in broking with a solid understanding of financial products and market trends.]
  • Certification in NISM Series VIII is mandatory.]
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.]
  • Prior experience in the broking industry is essential.]
">

Summary:

]

This role offers an opportunity to excel in a dynamic environment, driving revenue growth while delivering exceptional client experiences.

],

  • Kanpur, Uttar Pradesh, India beBeeExpertise Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Financial Services ExpertKey Responsibilities:Configure and support Oracle EBS Financials modules with a focus on Accounts Receivable.Provide in-depth expertise on Oracle EBS Financial modules, specifically AR, GL, and basic OM.Collaborate with cross-functional teams to deliver high-quality solutions that meet customer needs.Complete thorough...


  • Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 1,20,00,000

    Job OverviewWe are seeking an accomplished Professional to lead our Client Acquisition and Management team. The ideal candidate will possess exceptional leadership skills, a deep understanding of financial products, and the ability to build strong relationships with high net worth individuals.

  • Financial Expert

    1 week ago


    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    As a professional in the investment sector, this role involves working closely with clients to provide them with exceptional support and expertise. This position requires an individual who can effectively communicate complex financial information to various stakeholders and contribute to the success of our organization.We are seeking individuals with...


  • Kanpur, Uttar Pradesh, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 12,00,000

    Financial Expert WantedWe are seeking a highly skilled and experienced accounting professional to handle our day-to-day financial operations.Responsibilities include:Maintaining accurate and up-to-date financial records, including ledgers and journals.Managing inventory levels and preparing regular stock reports.Recording and categorizing financial...


  • Kanpur, Uttar Pradesh, India beBeeCompliance Full time ₹ 8,00,000 - ₹ 15,00,000

    Job DescriptionWe are seeking detail-oriented professionals to take on a challenging role as Financial Compliance Experts.The ideal candidate will have strong knowledge of tax laws and regulations, with a focus on Goods and Services Tax (GST) returns, income tax rules, and accounting principles.Required Skills and Qualifications


  • Kanpur, Uttar Pradesh, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    We are a leading fintech platform transforming the way Indians manage their finances.Job Title:Senior Financial Planning Expert & Portfolio ManagerAbout the Role:We are seeking a highly skilled Certified Financial Planner (CFP) with a proven track record in relationship management to serve as a trusted advisor to our clients. As a dual role, you will...


  • Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    **Job Title:** Financial Expert At a leading financial services firm, we are committed to providing innovative solutions to drive economic growth in the country. We are seeking a seasoned Financial Expert to join our team. The ideal candidate will have 6-8 years of professional experience, with a minimum of 4 years in collecting and analyzing financial...


  • Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Financial Systems ExpertAre you a skilled professional seeking a challenging role in finance systems? Look no further! We are seeking an experienced Finance Systems Specialist to join our team.About the RoleThis is a unique opportunity to work closely with our Finance team, leveraging your technical expertise to enhance financial systems and drive...

  • Financial Expert

    6 days ago


    Kanpur, Uttar Pradesh, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 12,00,000

    We are seeking a financial expert to join our team. As a chartered accountant, you will be responsible for various accounting and taxation tasks.Key ResponsibilitiesPaying vendors, including foreign currency transactionsMonitoring compliance with FEMA, GST, and income tax regulationsClosing quarterly and annual accountsTracking regulatory changesPerforming...


  • Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 19,20,000 - ₹ 37,20,000

    **Job Title:** Financial Planning and Analysis ExpertWe are seeking a seasoned professional to fill the position of Financial Planning and Analysis Expert. As a key member of our team, you will be responsible for managing financial audits, ensuring compliance with regulatory requirements, and overseeing financial reporting.The ideal candidate will have a...