Senior Financial Services Professional

2 weeks ago

Mysore Mandya, India beBeeMutualFund Full time ₹ 9,00,000 - ₹ 12,00,000
Relationship Manager Job Description

We are seeking a skilled Relationship Manager specializing in Mutual Funds to fill this key role. The ideal candidate will have a solid background in the BFSI industry and a proven ability to build strong client relationships.

This role is crucial for understanding clients' financial goals, providing tailored investment solutions, and achieving sales targets by offering expert advice on mutual fund investments.

Key Responsibilities:

  • Client Relationship Management:
  • Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
  • Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
  • Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
  • Sales & Business Development:
  • Identify new business opportunities through networking, referrals, and other channels.
  • Meet and exceed sales targets consistently by selling mutual fund products.
  • Market Knowledge & Collaboration:
  • Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
  • Collaborate with internal teams to ensure the seamless execution of trades and settlement processes.

Required Skills and Qualifications:

  • Experience & Knowledge:
  • Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management.
  • Strong knowledge of financial products, including mutual funds, equity, fixed income, and derivatives.
  • Skills:
  • Excellent communication, interpersonal, and problem-solving skills.
  • Strong analytical and decision-making skills, with attention to detail and accuracy.
  • Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint.
  • The ability to work effectively in a fast-paced environment and meet sales targets.

  • Senior Financial Partnership Specialist

    3 days ago

    Mandya, Mysore, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Title: Senior Financial Partnership SpecialistAbout the RoleThis position involves building and maintaining strategic relationships with clients to understand their financial objectives. It requires a deep understanding of the financial industry, strong analytical skills, and excellent communication abilities.Key ResponsibilitiesDevelop and execute...

  • Financial Services Liaison

    5 days ago

    Mysore, Mandya, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

    Job DescriptionWe are seeking a seasoned professional to assume the role of Relationship Manager. This individual will be responsible for fostering strong, long-term relationships with clients to understand their financial goals and objectives.The ideal candidate will possess excellent communication and interpersonal skills, as well as a deep understanding...

  • Senior Financial Professional

    6 days ago

    Mysore, Karnataka, India beBeeFinance Full time ₹ 18,00,000 - ₹ 25,00,000

    Job Role: Senior Finance AssociateAbout the Position:We are seeking a skilled and experienced finance professional to join our team.As a senior finance associate, you will play a pivotal role in financial analytics, management information systems (MIS), cash flow management, and supporting strategic initiatives.Key Responsibilities:Financial Planning &...

  • Financial Audits Professional

    6 days ago

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

    Financial Audits SpecialistA seasoned financial audits professional with expertise in International Financial Reporting Standards (IFRS) is sought after to lead audits for clients in the Brokers, Forex, and Financial Instruments industries.Key Responsibilities:Conduct thorough analyses of financial statements and disclosures to ensure compliance with IFRS...

  • Financial Services Specialist

    1 week ago

    Mysore, Karnataka, India beBeeAccounting Full time ₹ 20,10,000 - ₹ 25,10,000

    Senior Accounting ExpertWe seek a seasoned professional with deep knowledge of investment accounting standards and expertise in financial services.Key Responsibilities:Portfolio management, transaction booking and cash flow analysis, fund NAV calculations, and reporting.System configuration and data management from an Eagle STAR accounting...

  • Financial Professional

    6 days ago

    Mysore, Karnataka, India beBeeAccounting Full time US$ 50,000 - US$ 70,000

    Job OpportunityWe are seeking a skilled and detail-oriented Financial Professional to join our team. As a Financial Professional, you will play a crucial role in working directly with clients and gaining extensive experience in financial practices.This is a fully remote night-shift-based role that requires a dedicated and skilled professional.Bookkeeping:...

  • Senior Investment Professional

    3 days ago

    Mandya, Mysore, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000

    We are seeking a highly skilled Relationship Manager specializing in Mutual Funds. This role is crucial for building strong client relationships, understanding clients' financial goals, and providing tailored investment solutions.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with clients to understand their...

  • Senior Financial Professional

    13 hours ago

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

    Job Title: Financial SpecialistAbout the Role:Our organization is seeking a skilled financial professional to join our finance and advisory team. The ideal candidate will be responsible for preparing and analyzing financial reports, ensuring tax compliance, and supporting project financing through detailed reports and financial models.Key...

  • Senior Professional Complex Financial Instruments Valuation

    7 days ago

    Mysore, Karnataka, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,52,00,000

    Position DirectorWe are looking to hire a senior professional with expertise in complex financial instruments (CFI) valuation. This role involves working on various challenging projects that will provide exposure to financial analysis, business and financial modeling, forecasting, and valuations focusing on CFI and derivatives.Our team offers the opportunity...

  • Senior Financial Advisor

    1 day 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...