
Financial Services Manager
2 days ago
Financial Services Manager
About the Role:We are seeking an experienced financial services professional to manage client relationships and grow our wealth management business.
- To establish and maintain strong relationships with affluent clients
- To generate new business opportunities from existing clients and expand our market share
- To provide expert advice on investment strategies and manage client portfolios
- To identify opportunities to deepen wallet share from existing clients and acquire new clients
- Minimum 3-5 years of experience in a similar role or private banking
- Proven track record of building and maintaining strong client relationships
- Excellent communication and interpersonal skills
The ideal candidate will possess excellent analytical, problem-solving and communication skills, with a strong understanding of financial markets and products.
Key Responsibilities:
Client Relationship Management:
- Develop and implement strategies to acquire and retain high-value clients
Business Development:
- Identify new business opportunities and develop plans to pursue them
Portfolio Management:
- Provide expert advice on investment strategies and manage client portfolios
Reporting and Analysis:
- Prepare regular reports on client activity and portfolio performance
-
Financial Analyst
5 days ago
Kolkata, West Bengal, India Leverest Financial Services Full timeThe ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.Responsibilities- Financial Modelling- Analyse current and past financial data and performance to make future projections- Debt Syndication and Fund Raising from Banks, Fund Houses,...
-
Financial Analyst
3 days ago
Kolkata, West Bengal, India Leverest Financial Services Full timeThe ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.ResponsibilitiesFinancial Modelling- Analyse current and past financial data and performance to make future projectionsDebt Syndication and Fund Raising from Banks, Fund Houses, Private...
-
Financial Analyst
3 days ago
Kolkata, West Bengal, India Leverest Financial Services Full timeThe ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. Responsibilities Financial Modelling- Analyse current and past financial data and performance to make future projections Debt Syndication and Fund Raising from Banks, Fund Houses,...
-
Financial Services Auditor
56 minutes ago
Kolkata, West Bengal, India beBeeAuditor Full time ₹ 5,00,000 - ₹ 10,00,000Hiring a leading financial services firm for Mumbai location requires an experienced professional to perform comprehensive audits on broking operations. The role involves verifying adherence to regulatory requirements, analyzing trading practices, and identifying potential discrepancies.Key responsibilities include:Conducting thorough audits of broking...
-
Financial Operations Manager
4 days ago
Kolkata, West Bengal, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 10,00,000Job Title: Financial Operations ManagerAbout the Role:Contribute to financial planning and budgeting processes.Ensure accuracy in financial record-keeping and compliance with regulatory requirements.Reconcile transactions on a daily, monthly, and yearly basis to guarantee financial stability.Prepare financial statements and reports as required.Process...
-
Financial Services Career Opportunities
3 days ago
Kolkata, West Bengal, India beBeeFinancial Full time ₹ 50,00,000 - ₹ 1,00,00,000Job Title: Financial Services ProfessionalAre you interested in a career that offers stability, growth opportunities, and a chance to work with cutting-edge technologies?We are seeking highly motivated and skilled individuals to join our team as Financial Services Professionals. In this role, you will be responsible for various tasks including accounts...
-
Senior Financial Manager
3 days ago
Kolkata, West Bengal, India beBeeFinancialManagement Full time ₹ 2,00,000 - ₹ 3,00,000Finance Career OpportunityThis role requires a professional with exceptional financial management skills to provide expert guidance to clients in Australia. As a key member of the team, you will be responsible for understanding clients' financial needs and providing tailored consultancy services.The ideal candidate would be a self-motivated individual who...
-
Financial Services Auditor
4 days ago
Kolkata, West Bengal, India beBeeAudit Full time ₹ 9,00,000 - ₹ 12,00,000As a diligent and meticulous audit professional, you will be responsible for delivering high-quality audit services to a diverse portfolio of clients in the United Kingdom.Your role will involve working closely with audit managers and partners to plan and execute audit engagements, ensuring compliance with professional standards, regulations, and firm...
-
Financial Management Expert
6 days ago
Kolkata, West Bengal, India beBeefinance Full time ₹ 6,00,000 - ₹ 12,00,000Job Description:We are seeking a highly skilled Finance Account Specialist to join our team.The ideal candidate will possess excellent financial management skills, with the ability to maintain accurate and up-to-date financial records.Responsibilities will include:Managing financial data and reportsPreparing and submitting financial statementsEnsuring...
-
Financial Operations Manager
2 days ago
Kolkata, West Bengal, India beBeeAccountant Full time ₹ 18,00,000 - ₹ 25,50,000Job Opportunity Overview">As a seasoned accounting professional, you will be responsible for overseeing the financial operations of our organization. Your expertise in taxation and compliance will ensure that all financial matters are handled efficiently and effectively.">Key Responsibilities:">">Prepare and review financial statements and tax returns for...