Expert Financial Strategist

2 weeks ago

Hyderabad, Telangana, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Financial Advisor Job Description

Job Summary:

  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), Insurance, and Equity.
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

  • Relevant experience of 12-18 years
  • Strong understanding of wealth management products, including AIFs and PMS
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Ability to work independently and as part of a team in a fast-paced environment
  • Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

  • Senior Financial Strategist

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 50,00,000

    Job Title: Senior Financial StrategistOverviewThis is a senior-level opportunity for an accomplished financial professional to lead the financial management of our oil and gas division.We are seeking a highly experienced leader with exceptional expertise in corporate finance, tax, and accounting. The ideal candidate will be responsible for developing and...

  • Chief Financial Strategist

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinance Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Title: Chief Financial StrategistWe are seeking a seasoned finance expert to lead our business finance operations. As a key member of our management team, you will be responsible for driving financial planning and analysis, financial reporting and compliance, strategic financial management, team leadership and development, stakeholder relations, and...

  • Chief Financial Strategist

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 28,00,000

    Job Summary:We are seeking an accomplished Financial Strategist to join our team. In this role, you will work closely with senior management to devise and implement financial plans that drive business growth.The ideal candidate will possess excellent analytical skills, be comfortable handling large datasets, and have a proven track record of providing...

  • Senior Financial Strategist Role

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 2,16,30,000 - ₹ 2,69,40,000

    Strategic FP&A ManagerWe are seeking an accomplished financial strategist to join our Product and Engineering teams, tasked with establishing and optimising the financial frameworks that underpin our ambitious scaling objectives.This role involves leading multi-horizon financial planning for Product and Engineering, developing ROI frameworks for key...

  • Expert Financial Modeler

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

    Financial Modeling ExpertAt our organization, we're dedicated to advancing imaging science and technology to bring curative treatments to humanity.We've played a pivotal role in supporting numerous groundbreaking new drug approvals in oncology and are seeking talented individuals globally who share our passion for assisting us in our mission to customize...

  • Chief Financial Strategist

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinance Full time ₹ 18,00,000 - ₹ 24,00,000

    Financial Expert RoleAs a Financial Subject Matter Expert, you will play a pivotal role in supporting our Business Development Operations team. Your expertise will drive strategic decisions and ensure financial integrity across all projects.Serve as the primary financial advisor for the Business Development team, providing critical insights on budgeting,...

  • Chief Financial Architect

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Financial StrategistThe Senior Financial Strategist will oversee the financial operations of the organization, driving strategic planning and decision-making across departments.This role requires a strong ability to analyze complex financial data, develop innovative solutions, and collaborate with cross-functional teams to drive business...

  • Chief Financial Strategist

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 2,19,24,000

    Expert Financial LeadershipWe are seeking an experienced and skilled finance professional to lead our financial planning, budgeting, and analysis efforts.This role requires strong knowledge of financial reporting standards and compliance requirements as well as the ability to align financial goals with business strategy.The ideal candidate will have a proven...

  • Expert Financial Advisor

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 4,00,000 - ₹ 8,00,000

    Finance Specialist RoleWe are seeking a seasoned Finance Subject Matter Expert to join our Business Development Operations team.The ideal candidate will provide expert guidance on financial modeling, budgeting, and pricing strategies for new business opportunities.This role is critical in supporting the creation of competitive proposals, feasibility...

  • Chief Financial Strategist

    2 weeks ago

    Hyderabad, Telangana, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 1,20,00,000

    Job Summary:Lead a team of financial experts in formulating pricing strategies and ensuring compliance with financial regulations.About the RoleAs a strategic finance leader, you will drive financial planning and analysis, develop budgets and forecasts, and oversee accounting operations.Key ResponsibilitiesDevelop and implement financial models to support...