Senior Financial Services Manager

3 days ago


Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 32,00,000 - ₹ 40,00,000

Job Opportunity: Portfolio Manager


We are seeking a skilled Portfolio Manager to lead the sales of various financial products and deliver exceptional customer service. The ideal candidate will possess excellent communication skills, a thorough understanding of the banking industry, and the ability to build and maintain strong relationships with clients.

Key Responsibilities:
- Handle the sales of CASA products, Mutual Funds, Life Insurance, Health Insurance, PMS, Credit/Debit Card, Home Loan, and LAP for existing portfolios
- Provide end-to-end customer service for assigned clients
- Source new bank accounts to expand our client base
- Deepen household penetration
- Cross-sell financial products to customers
- Keep clients informed about new products or product enhancements to further enhance our banking relationship
- Maintain accurate records for assigned customers
- Meet regularly with mapped clients to deepen our banking relationship

Requirements:
- Bachelor's degree in Business Administration or related field
- Minimum 3 years of experience in portfolio management or related field
- In-depth knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines

What We Offer:
- Competitive compensation package
- Opportunities for career growth and professional development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance

  • Aurangabad, Maharashtra, India Smita Investment Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company DescriptionSmita Investment Services is dedicated to helping investors achieve their financial goals through structured and disciplined advisory. With expertise in Financial Planning Services, including Investment Planning, Tax Planning, Insurance Planning, and more, we provide tailored portfolio solutions. Our mission is to inform and empower...

  • Assistant Manager

    1 week ago


    Aurangabad, Maharashtra, India Max Financial Services Full time

    Job DescriptionDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.KEY RESPONSIBILITIESService through relationship management- Establishing and strengthening relationship with the allocated customer base.- Ensure retention of his/her allocated Book of Relations...


  • Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Overview">We are seeking a skilled professional to assist with financial planning and advisory services.">The selected candidate will be responsible for supporting senior financial advisors, conducting market research, preparing financial reports, and managing client relationships.">Key Responsibilities:">">Assist in financial planning and advisory...


  • Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 25,000 - ₹ 30,000

    Senior Financial ProfessionalAs a leading provider of financial services, we offer comprehensive care in financial management, budgeting, and forecasting. In addition to our core services, we also provide business guidance, financial planning, and accounting operations support. Our goal is to create a welcoming environment where professionals can receive the...


  • Aurangabad, Maharashtra, India beBeeAccountant Full time ₹ 1,20,00,000 - ₹ 1,90,00,000

    Job OpportunityThis role entails leading a team of specialists accountable for preparing and submitting reports, encompassing statutory financial statements, direct and indirect taxes including tax filing, and other regulatory requirements.The successful candidate will ensure timely completion of financial statements and tax returns in adherence to global...


  • Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 21,30,000

    Job Title: Senior Financial Operations ManagerThe organization is seeking a highly skilled Senior Financial Operations Manager to join its finance team. This role will support strategic financial planning, budgeting, and forecasting for the company's global operations.Key Responsibilities:Manage day-to-day accounting activities, including accounts payable,...


  • Aurangabad, Maharashtra, India beBeeFinance Full time ₹ 8,00,000 - ₹ 12,00,000

    Role OverviewThis is a full-time remote role for a Senior Financial Manager. The professional will be responsible for overseeing financial statements, managing accounting tasks, ensuring accurate finance management, and maintaining efficient general administrative operations.Key Responsibilities:Oversight of financial statements and accuracy in finance...


  • Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 25,00,000 - ₹ 40,00,000

    Job Title: Senior Financial Operations ManagerLocation: Pondicherry & Madikeri (Coorg)Experience: 6-8 years in hotel finance operations required.Qualification: B.Com / M.Com / MBA essential.Are you a seasoned finance professional with passion for hospitality? Job Description:Oversee accounts, credit and overall finance operations effectively.Ensure timely...


  • Aurangabad, Maharashtra, India beBeeAccountant Full time ₹ 4,80,000 - ₹ 9,00,000

    We are looking for a senior finance professional to manage financial operations and provide strategic insights to drive business growth.About the Role:Oversee financial planning, budgeting, forecasting, and reportingDevelop and implement financial strategies to enhance profitability and efficiencyCollaborate with cross-functional teams to identify...


  • Aurangabad, Maharashtra, India beBeeAccounting Full time ₹ 40,00,000 - ₹ 60,00,000

    As a Junior Taxation and Bookkeeping Associate, you will be responsible for delivering high-quality services to our clients in the Australian market. Our team is looking for an individual who can provide top-notch bookkeeping, taxation, and financial services.Key Responsibilities:Assist in preparation and filing of tax returns for individual and business...