Senior Financial Advisor

8 hours ago


Kanpur, Uttar Pradesh, India beBeeFinancialExpert Full time ₹ 25,00,000 - ₹ 40,00,000
Financial Planning Expert

We are seeking an experienced Financial Planning Expert to join our team. In this role, you will play a key part in providing expert advice and guidance to our clients. Your skills and expertise will be instrumental in helping us deliver high-quality financial services.

About the Role

  • You will work closely with clients to understand their financial goals and develop tailored plans to achieve them.
  • You will have responsibility for managing client relationships and ensuring that all communication is professional and timely.
  • You will work collaboratively with other members of the team to ensure that our clients receive a seamless service.

Key Responsibilities:

  • Client Relationship Management:
    • Buildding and maintaining strong, trust-based relationships with affluent/high-net-worth clients.
    • Proactively engaging with clients to understand their evolving needs and provide personalized advice.
    • Identifying opportunities to deepen client relationships and cross-sell services.
  • Financial Planning:
    • Conducting in-depth financial assessments for clients, including cash flow analysis and investment planning.
    • Developing and presenting comprehensive financial plans tailored to clients' goals and risk tolerance.
    • Monitoring and reviewing financial plans regularly, adjusting strategies as needed.
  • Business Development:
    • Leveraging existing networks and relationship-building skills to acquire new clients and expand our assets under management.


  • 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 ₹ 5,00,000 - ₹ 10,00,000

    Job OverviewThe role of the Senior Financial Business Partner is multifaceted, encompassing financial planning and advisory services, client relationship management, market research, financial report preparation, and support to senior financial advisors.Key Responsibilities:Analyzing complex financial data to inform business decisionsConducting market...


  • Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 85,00,000

    Job Title: Financial Expertise AdvisorWe are seeking a detail-oriented and proactive Executive – Corporate Reporting to join our finance team.The role involves preparing full sets of accounts, financial statements, and statutory reports, ensuring compliance with accounting standards and corporate processes.The ideal candidate will have a Bachelor's degree...


  • Kanpur, Uttar Pradesh, India beBeeaccounting Full time ₹ 60,00,000 - ₹ 1,20,00,000

    About the RoleWe are seeking an accomplished Accounting Manager to lead our US Accounts Department. As a strategic leader, you will oversee core functions including billing, general accounting, and accounts receivable.This role combines strong technical accounting expertise with operational leadership to ensure accuracy, compliance, and efficiency in...


  • Kanpur, Uttar Pradesh, India beBeeCareer Full time ₹ 18,00,000 - ₹ 25,00,000

    Boost Your Career with Our Transaction Advisory ServicesBINDZ Consulting is a leading financial services firm that offers tailored solutions to enhance business operations.Assurance ServicesTax ServicesAdvisory ServicesData & Technology ServicesCorporate Enablement FunctionsOur commitment to excellence ensures high-quality service delivery, catering to...


  • Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Senior Financial SpecialistWe are seeking a highly skilled and analytical professional to manage financial planning, reporting, fundraising support, and investor presentations at both project and group levels.Financial Planning:Develop detailed financial models for ongoing and upcoming projects.Track sales pipeline, collections, and expense management to...


  • Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 21,28,000 - ₹ 25,12,000

    Senior Manager Financial ReportingOur vision at Digitide is to empower businesses with transformative solutions, driving growth and operational efficiency through AI-led digital innovation. For over two decades, we've been a leader in harnessing the power of data intelligence and business process services to deliver impactful results.We're seeking an...


  • Kanpur, Uttar Pradesh, India beBeeAccountant Full time ₹ 60,00,000 - ₹ 1,00,00,000

    Chartered Accountant RoleWe are seeking a highly skilled Chartered Accountant to join our team. This is a challenging and rewarding role that requires expertise in financial management, auditing, taxation, and compliance.Key Responsibilities:Financial Statement Preparation: Prepare and finalize financial statements in accordance with Indian Accounting...


  • Kanpur, Uttar Pradesh, India beBeeLawyer Full time ₹ 1,91,40,000 - ₹ 2,51,80,000

    Senior Legal AdvisorThe ideal candidate will be a seasoned legal professional with significant experience in leading complex legal projects and managing outside counsel relationships.This role offers the opportunity to work closely with senior management, providing strategic advice on a range of legal issues and overseeing the legal aspects of business...


  • Kanpur, Uttar Pradesh, India beBeeAccounting Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Title:Finance Professional - Strategic AdvisorRole Overview:This role involves serving as a strategic advisor to the organization in finance-related matters. The ideal candidate will have strong knowledge of accounting principles, standards, and regulatory requirements.Key Responsibilities:Develop and implement effective financial strategies to drive...