Leading Financial Strategist

1 day ago


Vizag, Andhra Pradesh, India beBeeWealthManagement Full time ₹ 30,00,000 - ₹ 50,00,000
Sr Wealth Manager Role

As a seasoned wealth manager, you will be responsible for cultivating strong relationships with high-net-worth clients to provide tailored investment and wealth planning solutions.

  • Client Engagement: Foster long-term partnerships with a portfolio of high-net-worth clients to understand their financial goals and risk tolerance.
  • Financial Analysis: Conduct thorough financial analyses to identify opportunities for customized investment and insurance strategies.
  • Portfolio Optimization: Regularly review portfolios to recommend adjustments based on market conditions and client needs.
  • Cross-Selling Opportunities: Proactively identify new business prospects through referrals, networking, and cross-selling initiatives.
  • Regulatory Compliance: Ensure adherence to regulatory requirements and internal risk management policies.
  • Reporting and Performance Tracking: Prepare and present periodic performance reports to clients, highlighting key accomplishments and areas for improvement.

To excel in this role, you must stay current on market trends, financial products, and regulatory changes to deliver expert advice. Collaboration with internal product specialists is essential to providing comprehensive financial solutions.

Required Skills and Qualifications
  • Bachelor's degree in Finance or a related field.
  • A minimum of 5 years of experience in wealth management or a related field.
  • Demonstrated expertise in financial markets and products.
  • Excellent communication and interpersonal skills.


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Lead Financial StrategistAs a Lead Financial Strategist, you will play a pivotal role in driving business decision-making through comprehensive financial analysis, forecasting, and performance reporting.Key Responsibilities:Develop and manage global budgeting, forecasting, and monthly reporting processesDesign and maintain complex financial models to...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Lead Financial StrategistAbout the Role:A highly skilled finance professional is required to collaborate closely with senior management to define and execute financial strategy, ensuring long-term success and stability.The successful candidate will manage day-to-day financial operations, focusing on efficiency and accuracy. Key responsibilities include...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 15,75,000 - ₹ 21,50,000

    Job Title: Senior Financial StrategistAs a key member of the leadership team, you will spearhead the development and implementation of innovative financial strategies to drive growth and success. Your expertise in financial analysis, budgeting, and forecasting will be instrumental in helping us achieve our business objectives.Key Responsibilities:Analyze...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,35,000 - ₹ 2,02,47,500

    Job Description - Financial StrategistThe position of Financial Strategist is a key role in shaping the financial direction of our organization. This individual will be responsible for overseeing all financial operations, including planning, budgeting, compliance, reporting, and internal controls.The Financial Strategist will provide strategic financial...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 40,00,000

    Job Overview:A Senior Financial Strategist oversees financial operations to drive business growth and optimize performance. This includes managing budgets, forecasts, and financial reporting.Key Responsibilities:Strong understanding of accounting principles, company law, and tax regulationsProven experience in financial planning, analysis, or control,...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 1,25,00,000

    Job Title: Senior Financial StrategistThe key to driving business performance lies in the intersection of strategic analysis and financial expertise. In this pivotal role, you will leverage your analytical prowess to provide actionable insights that inform business decisions, while collaborating with cross-functional teams to align financial planning with...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title:Chief Financial StrategistAbout the Role:Develop and implement financial strategies to drive business growth.Lead financial planning, budgeting, forecasting, and reporting.Create financial models to inform decision-making.Key Responsibilities:Financial Planning & Analysis (FP&A)Strategic Financial PlanningBuilding Financial ModelsInvestor and Board...


  • Vizag, Andhra Pradesh, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000

    Chief Financial StrategistThe Chief Financial Strategist will be responsible for overseeing the financial well-being of the organization, ensuring all accounting operations are performed in accordance with legal requirements.Key Responsibilities:Support day-to-day bookkeeping and manage accounts payable and receivable.Ensure timely completion of monthly,...


  • Vizag, Andhra Pradesh, India beBeeAnalysis Full time ₹ 10,00,000 - ₹ 20,00,000

    At the forefront of business growth lies a crucial role, that of the Financial Strategist. In this pivotal position, you will be responsible for driving efficiency and accuracy through strategic financial insights.The ideal candidate will possess expertise in Supply Chain Finance, Financial Analysis, and Cost Accounting, with a proven track record in driving...


  • Vizag, Andhra Pradesh, India beBeeFinancialManager Full time ₹ 15,00,000 - ₹ 20,00,000

    About the PositionThe successful candidate will oversee financial management, consolidation, and reporting. This role reports directly to the Finance Director.Responsibilities:Preparation and analysis of monthly, quarterly, and annual financial statements in accordance with GAAP standards (Standalone and Consolidated IFRS).Timely completion of consolidation...