Financial Services Professional

1 day ago


Cochin, Kerala, India beBeeFinance Full time ₹ 6,00,000 - ₹ 12,00,000

Job Overview

The Associate will be responsible for assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors.

Key Responsibilities:

  • Assist with financial planning and advisory services to clients.
  • Manage client relationships to ensure effective communication and support.
  • Conduct market research to identify trends and opportunities.
  • Prepare financial reports to provide insights and recommendations.
  • Support senior financial advisors in their roles.

Required Skills and Qualifications:

  • Financial Planning, Financial Advisory and Investment Strategy skills
  • Experience in conducting Market Research and preparing Financial Reports
  • Strong Analytical skills and ability to analyze Financial Data
  • Client Relationship Management skills
  • Excellent written and verbal communication skills

Preferred Qualification:

Bachelor's degree in Finance, Economics, Business, or related field. MBA in finance will be an added advantage.

How to Apply:

Interested candidates can submit their CVs through mail to the mentioned address.



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