Financial Services Advisor

3 days ago


Delhi Delhi NCR, India beBeeAccounting Full time

We are seeking a proactive Customer Service Representative to provide exceptional service to clients via phone, email, and live chat. The ideal candidate will have a strong understanding of financial principles and experience with accounting software.

Key Responsibilities
  • Provide customer assistance and resolve issues promptly by addressing client inquiries and escalating complex cases when necessary.
  • Maintain a thorough understanding of our accounting products and services to effectively educate clients.
  • Build and maintain strong client relationships by providing excellent service and staying updated on new features and regulations.
  • Train clients on how to use accounting software and create user manuals, FAQs, and support documentation.
Required Skills & Qualifications
  • Bachelor's degree in Accounting, Finance, or Business Administration
  • 2-3 years of experience in customer support, preferably in the accounting or financial services industry.
  • Must have experience with accounting software such as QuickBooks, Xero, Capium, or Sage.
  • Excellent communication and problem-solving skills
Benefits & Opportunities
  • Opportunities for career growth and professional development
  • A collaborative and dynamic work environment


  • Delhi, Delhi NCR, India beBeeFinancial Full time US$ 1,50,000 - US$ 2,00,000

    We are seeking a professional to fill the role of Principal Consultant - Financial Services - Insurance. This consultant will possess a deep understanding of financial services and in-depth expertise in Property & Casualty, Life Insurance, and Retirement Services.Key ResponsibilitiesThe ideal candidate will take on a range of roles in process consulting,...


  • Delhi, Delhi, India Reputed Firm Full time

    Job Summary: The Online Financial Advisor Assistant provides critical support to financial advisors by handling administrative tasks, client communication, research, and preparation of financial documents. Working remotely or online, this role acts as a liaison between clients and financial advisors to ensure seamless advisory service delivery. The assistant...


  • Delhi NCR, Delhi, India beBeeFinancial Full time

    We are currently seeking a highly skilled Financial Services Specialist to join our organization.Job Description:The ideal candidate will have a background in commerce or finance and experience in customer interactions. This role requires excellent communication skills and a strong understanding of financial products.Engage in customer-based interactions,...


  • Delhi NCR, India beBeeEquity Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Title: Equity Trader and Financial AdvisorWe are seeking an experienced Equity Trader and Financial Advisor to join our team. As a key member of our organization, you will be responsible for trading securities on behalf of clients with a focus on delivering exceptional results.


  • Delhi, Delhi NCR, India beBeeProfessional Full time ₹ 5,00,000 - ₹ 10,00,000

    PS Analyst Role OverviewWe are seeking a highly skilled Professional Services Analyst to join our team. The ideal candidate will have a background in commerce or finance and experience in customer interactions.Key Responsibilities:Engage with customers through various communication channels, both verbally and in writing.Interact with financial advisors to...


  • Delhi, Delhi, India Financial Times Full time

    Job DescriptionAbout UsThe Financial Times is one of the worlds leading news organisations, globally recognised for its authority, integrity and accuracy, with a mission to deliver quality information and services worldwide.At the FT, curiosity thrives and ambitious thinking is rewarded. Here, youre given the chance to reach millions, create work that...


  • Gurgaon / Gurugram, Delhi NCR, Delhi, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Strategic Financial Advisor Role and Responsibilities:The successful candidate will be responsible for building and maintaining strong relationships with high net worth individuals (HNI) to increase their liabilities size and enhance profitability through capturing a larger share of wallet.Evaluate customer portfolios and develop strategies to...


  • Delhi NCR, India beBeeAudit Full time

    Job Opportunity: Audit and Financial Services ProfessionalOur organization is seeking a highly skilled Audit and Financial Services Professional to join our team. This individual will be responsible for conducting statutory audits, internal audits, and tax audits, as well as preparing financial statements and modeling financial data.Key responsibilities...

  • Investment Advisor

    3 days ago


    Delhi, Delhi, India Kara's Placements Full time

    Investment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...


  • Delhi, Delhi NCR, India beBeeLeadership Full time

    Job Title: Financial Services LeaderJob SummaryWe are seeking a skilled professional to lead our financial services team. The ideal candidate will have experience in corporate finance, credit management, and team leadership.Key ResponsibilitiesManage the underwriting process for corporate finance proposals, ensuring compliance with established credit...