Senior Financial Consultant

2 weeks ago

Mysore, Karnataka, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Job Title:

Equity Advisor

Key Responsibilities:
  • Activate trading accounts for clients and educate them on equity market dynamics.
  • Cross-sell investment products such as insurance, mutual funds, PMS, SIP, 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 investment 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.
Required Skills and Qualifications:
  • Educational Qualification: Postgraduate degree required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with a broking firm.
  • Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Must not have any self-trading experience.
  • Certification: NISM Series VIII certification is mandatory.
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.
  • Prior experience in the broking industry is essential.
Benefits:

No benefits mentioned in the job description.

Others:

Keywords related to this job are - Business, Finance, Investment, Brokerage.

  • Senior Financial Consultant

    1 week ago

    Mysore, Karnataka, India beBeeAccounting Full time ₹ 7,50,000 - ₹ 12,50,000

    Financial Consultant Job OpportunityThis role involves handling compliance and advisory services related to financial matters for diverse clients.The ideal candidate should have 2-4 years of relevant post-qualification experience in a similar profile, with expertise in accounting software. Proficiency in MS-Office is a must.The scope of work includes:

  • Senior Financial Advisor

    2 weeks ago

    Mysore, Karnataka, India beBeeFinance Full time ₹ 16,00,000 - ₹ 22,00,000

    We are a leading managerial consulting firm delivering strategic financial solutions to businesses across various sectors. Our team of experienced professionals provides insightful advice fostering innovation and helping clients navigate complex financial landscapes.Our organization is seeking an accomplished Chartered Accountant with experience in financial...

  • SAP Financial Consultant

    1 week ago

    Mysore, Karnataka, India beBeeFica Full time ₹ 12,50,000 - ₹ 17,50,000

    Senior Financial Consultant - SAP FICAA seasoned SAP FICA professional is required to drive financial process improvements in a multinational environment. With 7-15 years of experience, the ideal candidate will possess in-depth knowledge of FI-CA components, including Dunning, Payments, and Account Determination of Settlement Rules.Key...

  • Senior Financial Consultant

    2 weeks ago

    Mysore, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Our team is dedicated to providing cutting-edge financial services. We redefine offshoring in consulting by delivering tailored solutions that mitigate risks while optimizing performance.We offer specialized accounting, tax, audit support, technology, and other financial services. Our focus on quality-driven delivery sets new standards in people-centric...

  • Senior Financial Implementation Specialist

    2 weeks ago

    Mysore, Karnataka, India beBeeconsultant Full time ₹ 15,00,000 - ₹ 20,00,000

    Lead Workday Financials ConsultantThis role involves leading the successful delivery of Workday Financials implementations and support engagements. You will be responsible for hands-on execution of project deliverables, strategic client consultation, and mentoring of junior consultants.

  • Financial Operations Director

    2 weeks ago

    Mysore, Karnataka, India beBeeDirector Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Financial Operations DirectorWe are seeking an experienced Financial Operations Director to oversee our financial planning, budgeting, and forecasting processes for business units.Key Responsibilities:Lead and manage the development of comprehensive financial plans, ensuring alignment with strategic objectives.Partner with senior management to...

  • Senior Financial Manager

    2 weeks ago

    Mysore, Karnataka, India beBeeFinance Full time ₹ 8,00,000 - ₹ 10,00,000

    Job Title: Senior Financial ManagerFinancial Expertise:As a seasoned financial manager, you will be responsible for overseeing financial resources and planning. Your expertise in financial management and strategic analysis will be pivotal to driving business success.

  • Financial Consultant Expert

    2 weeks ago

    Mysore, Karnataka, India beBeeExpert Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job DescriptionAs a senior financial professional, you will be responsible for providing high-level expertise on SAP FICO module and supporting global business process and operational divisions teams as well as partners in charge of administration of data centers.You will be accountable for solution issues escalated to the global support team, ensuring that...

  • Senior Actuarial Consultant

    2 weeks ago

    Mysore, Karnataka, India beBeeActuary Full time ₹ 15,00,000 - ₹ 25,00,000

    We are seeking a dynamic and experienced actuarial professional to join our team in the Financial Services & Treasury department. Our purpose is to deliver high-quality consulting and technical services to our clients, both in India and overseas.As an actuarial professional, you will work on various projects across multiple streams such as IFRS 17...

  • Senior Financial Analyst

    2 weeks ago

    Mysore, Karnataka, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000

    About this roleWe are seeking an experienced and skilled professional to join our team as a Senior Financial Analyst.Responsibilities:Prepare monthly financial reports for senior managementClosing of accounts and ensure compliance with accounting standardsPreparation of consolidated financial statementsCollaboration with internal and external auditorsTax...