
Senior Financial Advisor
18 hours ago
Job Opportunity: Wealth Manager
We are seeking an experienced Wealth Manager to provide customized investment, insurance, and wealth planning solutions to high-net-worth clients. The ideal candidate will have a strong track record of building long-term relationships with clients, understanding their financial goals and risk tolerance.
Key Responsibilities:
- Client Relationship Building: Develop and maintain strong relationships with high-net-worth clients, providing tailored financial solutions to meet their needs.
- Investment Planning and Advice: Conduct regular portfolio reviews, recommend adjustments based on market conditions, and stay up-to-date on market trends and regulatory changes.
- Compliance and Risk Management: Ensure adherence to regulatory and internal risk management policies, preparing and presenting periodic performance reports to clients.
- Sales and Revenue Growth: Achieve sales and revenue targets by proactively identifying new business opportunities through referrals, networking, and cross-selling.
Benefits and Opportunities:
This role offers the opportunity to work with high-net-worth clients, develop strong relationship-building skills, and drive sales growth. If you are a motivated and experienced Wealth Manager looking for a challenging role, this could be the perfect opportunity for you.
-
Financial Advisor Role
2 days ago
Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 15,00,000Job OverviewThe role of an Associate entails collaborating with experienced financial planners to deliver advisory services, building strong client relationships, conducting market analysis, preparing comprehensive financial reports, and providing support to senior financial advisors.This position is ideal for individuals who possess exceptional analytical...
-
Senior Financial Advisor
2 days ago
Aligarh, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Financial Planning SpecialistWe are seeking a seasoned and accomplished financial planning professional with a proven track record in relationship management to serve as a trusted advisor to our clients.About the Role:This role will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans,...
-
Senior Financial Services Advisor
2 days ago
Aligarh, Uttar Pradesh, India beBeeFinancial Full time US$ 90,000 - US$ 1,40,000Investment Banking Analyst Job OpportunityAbout UsWe are a global full service, integrated investment banking and securities firm. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our alternative asset management platform. We offer deep sector expertise across a...
-
Senior Sales Advisor
2 days ago
Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Are you a sales professional looking for a challenging opportunity to grow your career? As a senior sales advisor, you will play a key role in building long-term relationships with high-net-worth individuals and investors.Role OverviewThe ideal candidate will have a strong understanding of real estate investment strategies and be able to provide expert...
-
Senior Brand advisor
1 week ago
Aligarh, Uttar Pradesh, India Trunks Company Full timePosition title: Sr. Brand Advisor About the Company: Trunks company established in 2011, explores an unparalleled realm in the world of Trunks, our story of passion, perseverance, and creative expression is inspired by our roots and defying conventional imagination, thus establishing an industry of our own. Since inception, we have been encapsulating the...
-
Strategic Financial Advisor
2 days ago
Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 20,00,000Job Title: Senior Financial ProfessionalWe are seeking a highly skilled and experienced professional to provide strategic financial guidance and support.Key Responsibilities:Accounting and general ledger analysis, MIS reports, customer invoicing, cash flow, collections, vendor payments, fixed deposits, depreciation, etc.Financial statement preparation,...
-
Senior Financial Professional
2 days ago
Aligarh, Uttar Pradesh, India beBeeFinance Full time ₹ 75,00,000 - ₹ 1,50,00,000Job Title: Financial DirectorLocation: Aligarh, IndiaExperience: Certified Accountant with a minimum of 4-5 years' experience in financial management and reportingKey Responsibilities:Financial Reporting & AnalysisPrepare accurate and compliant quarterly and annual financial statements.Partner with fund administrators and internal stakeholders for periodic...
-
Senior Financial Strategist
1 week ago
Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 22,10,409 - ₹ 32,10,210Nanonets empowers computers with document reading and understanding capabilities, starting with automating business workflows.We help enterprise office teams streamline tasks such as invoice data entry for accounts payable, KYC automation for banks and insurance companies.Notable clients include Toyota, Boston Scientific, Bill.com, and Entergy.We are...
-
Financial Reporting Expert
1 week ago
Aligarh, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,58,40,000 - ₹ 2,22,00,000Senior Manager Financial Reporting Job SummaryAs a Senior Manager, you will be responsible for overseeing the preparation of the organization's financial statements and ensuring compliance with all relevant accounting standards. This role requires strong analytical and problem-solving skills, excellent communication and interpersonal skills, and high...
-
Financial Record Specialist
3 days ago
Aligarh, Uttar Pradesh, India beBeeAccountant Full time ₹ 30,00,000 - ₹ 50,00,000Akiva Business Advisors is a financial advisory and global accounting bookkeeping services company. With over 15 years of experience, we specialize in debt resolution and debt syndication for small to medium-sized enterprises in India, as well as international advisory services through Knowledge Process Outsourcing (KPO). Our tailored services help clients...