Financial Services Advisor

1 day ago

Ajmer, Rajasthan, India beBeeAdvisory Full time ₹ 80,00,000

We are seeking a seasoned Advisor to join our Wealth Advisory team.

The role involves executing trades, handling high net worth (HNI) clients and cross-selling financial products. The ideal candidate will have experience in terminal handling, equity & derivative trading and the ability to advise clients on diversified financial products.

Key Responsibilities

  • Execute equity, derivatives, options, and cash market orders on behalf of clients.
  • Deliver comprehensive investment advisory services with a focus on asset under management (AUM) growth and portfolio penetration.
  • Cross-sell a range of third-party financial products such as insurance, mutual funds, portfolios management services, systematic investment plans, bonds, fixed deposits, alternative investment funds, trusts, goods services, and other offerings.
  • Manage and strengthen relationships with HNI clients through consistent advisory support.
  • Conduct client risk profiling and provide guidance based on fundamental & technical analysis.

Requirements

  • Education: Graduate with minimum 55% marks.
  • Experience: Minimum 2 years in HNI broking, trading, or wealth advisory.
  • Domain Knowledge:
  • Equity & derivative markets (cash, options, trading).
  • Broking & operations.
  • Investment advisory & client portfolio management.
  • Technical Skills: Proficiency in Trading Applications & MS Office.
  • Certifications: NISM Series VIII – Equity Derivatives (Mandatory).

  • Expert Financial Advisor

    10 hours ago

    Ajmer, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

    Expert Financial Advisor OpportunityWe are seeking a highly skilled Expert Financial Advisor to join our team. As a key member of our dynamic team, you will be responsible for providing expert financial and advisory services to clients.Our ideal candidate will have strong technical skills and the ability to communicate complex ideas in a clear and concise...

  • Expert Financial Advisor

    2 weeks ago

    Ajmer, Rajasthan, India beBeeAccounting Full time ₹ 10,00,000 - ₹ 15,00,000

    About the RoleWe are seeking an experienced Accounting Professional to join our team as an Advisor. As an Accounting Advisor, you will play a key role in providing expert financial guidance to our clients.

  • Strategic Financial Advisor

    1 week ago

    Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,80,00,000

    As a Strategic Financial Advisor, you will play a pivotal role in delivering tailored investment and wealth management solutions to clients. This involves assessing clients' financial needs, developing bespoke investment strategies, and ensuring that their portfolios align with their long-term objectives.This position encompasses a range of...

  • Expert Financial Advisor

    6 days ago

    Ajmer, Rajasthan, India beBeeAnalytical Full time ₹ 18,00,000 - ₹ 24,00,000

    Transaction Services Manager Job OpportunityJob Opportunity in a Big 4 Consulting Firm – FDD.Location: Mumbai & Gurgaon, India.Qualification: Chartered Accountant (CA).Domain: Transaction Service – Financial Due diligence, Deal Advisory.Experience: 5–8 years in Transaction Services / Financial Due Diligence / Audit or Accounting firms.Role &...

  • Financial Services Specialist

    3 days ago

    Ajmer, Rajasthan, India beBeeMortgage Full time ₹ 65,000 - ₹ 75,000

    Job OverviewWe are seeking a Mortgage Associate to support the end-to-end mortgage application process, ensuring efficiency, compliance, and exceptional client service.This role requires strong administrative skills, meticulous attention to detail, and excellent communication abilities to assist clients through the mortgage journey.Key...

  • Senior Tax Advisor

    3 days ago

    Ajmer, Rajasthan, India beBeeTax Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Summary:We are seeking a seasoned tax professional to oversee complex financial services client returns, encompassing Hedge Funds, Private Equity, and Fund of Funds. Key responsibilities include conducting detailed reviews, identifying international filing requirements, and ensuring compliance with tax law.Key Responsibilities:Detailed reviews of complex...

  • Strategic Wealth Advisor

    6 hours ago

    Ajmer, Rajasthan, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Role OverviewWe are seeking an experienced Certified Financial Planner with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients.Key Responsibilities:Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial...

  • Senior Financial Advisor

    2 weeks ago

    Ajmer, Rajasthan, India beBeeFinancial Full time US$ 75,588 - US$ 1,24,981

    Financial ExpertThe role of Financial Expert supports the strategic and operational financial objectives of a company.This position is responsible for delivering accurate financial analysis, supporting budgeting and forecasting processes, and is critical to the quantification and tracking of key financial initiatives.The professional will work...

  • Elevate Your Career as a Senior Advisor

    1 week ago

    Ajmer, Rajasthan, India beBeeCareer Full time ₹ 15,00,000 - ₹ 20,00,000

    Senior Advisor OpportunityWe are seeking a seasoned professional to join our team in the GCC Back Office. This is an exciting opportunity for individuals with 3-5 years of experience in advisory services and a passion for delivering exceptional results.The ideal candidate will possess strong analytical skills, excellent communication skills, and the ability...

  • Financial Operations Expert

    6 hours ago

    Ajmer, Rajasthan, India beBeeFinancial Full time US$ 1,03,956 - US$ 1,45,789

    We are looking for an expert financial advisor to lead our business development operations. The ideal candidate will provide strategic guidance on financial modeling, budgeting, and pricing strategies for new business opportunities.Key Responsibilities:Serve as the financial expert within the Business Development team, providing insights on budgeting, cost...