
Lead Financial Planner
13 hours ago
This role involves working as a Senior Financial Planner & Relationship Manager / Investor Advisor, providing personalized advice to clients and managing their financial portfolios.
- Develop strong relationships with high-net-worth clients, understanding their financial goals and concerns.
- Conduct in-depth financial assessments, including cash flow analysis, investment planning, tax optimization, and estate planning.
- Create comprehensive financial plans tailored to client needs, risk tolerance, and market conditions.
- Build strong relationships with clients, identifying opportunities to deepen client relationships, cross-sell services, and generate referrals.
- Leverage networks and relationship-building skills to acquire new clients and expand assets under management.
- Represent the firm at industry events and seminars to enhance brand visibility and attract prospective clients.
- Bachelor's degree in Finance, Economics, or Business Administration.
- Certified Financial Planner (CFP) certification from FPSB India or an equivalent recognized body.
- Minimum of 5 years of total experience in financial planning and wealth management in India.
- At least 3 years of proven experience as a Relationship Manager preferably in wealth management, private banking, or financial advisory services.
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Strategic Financial Planner
15 hours ago
Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,50,00,000Job Title:Senior Financial Planning AnalystAbout the Role:We are seeking a seasoned financial planning professional to lead our global marketing organization's strategic planning initiatives.The ideal candidate will have a strong track record of success in FP&A, with expertise in financial modeling, forecasting, and budgeting. They will be responsible for...
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Strategic Financial Planner
1 hour ago
Jamnagar, Gujarat, India beBeeFinancialLeadership Full time ₹ 1,20,00,000 - ₹ 2,16,00,000Financial Leadership OpportunityThis is a high-impact role for senior professionals who excel in dynamic, fast-growing environments. The Head of Financial Planning & Analysis (FP&A) will partner with senior leadership to shape the company's financial strategy and enable data-driven decision making across the organization.### Key Responsibilities• Develop...
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Strategic Financial Planner
39 minutes ago
Jamnagar, Gujarat, India beBeeFinancialPlanner Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Financial Planning AnalystThis role requires a strategic thinker to lead financial planning and analysis efforts. Key responsibilities include:Conducting Return on Capital Employed (ROCE) analysis at Product Category, Segment, and Company level.Performing Sales Analysis (COPA), including Profitability by Channel, Region, State, SOF, and Customer (OE &...
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Programmatic Ads Planner
5 days ago
Jamnagar, Gujarat, India OmnicomX Group Full timeAre you an experienced programmatic professional looking for a flexible, fully WFH role where you can truly leverage your expertise?OmnicomX Group is looking for a Programmatic Ads Planner (PT) exclusively for candidates based in India. This isn't just an execution role — it's a strategic position where you take ownership and drive real...
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Senior Financial Planner
2 hours ago
Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Financial Planning and Analysis ProfessionalWe are seeking a seasoned Financial Planning and Analysis professional to join our team. This is an urgent opening for a talented individual who can translate complex financial planning and analysis business requirements into scalable, optimized solutions.The ideal candidate will have at least 8 years of experience...
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SAP SAC Financial Planner
55 minutes ago
Jamnagar, Gujarat, India beBeePlanning Full time ₹ 2,50,00,000 - ₹ 3,50,00,000SAP SAC Planning and Reporting Consultant is a pivotal role in our organizationWith 9 years of experience, you will be leading end-to-end delivery of planning solutions with expertise in SAP SAC Planning: data modeling, allocations, advanced formulas, currency translationThis position requires in-depth experience with SAP BPC Standard (planning, budgeting,...
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Strategic Financial Planner
3 days ago
Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000About Our Corporate Finance RoleWe are seeking an accomplished Corporate Finance Specialist to join our team. In this role, you will be responsible for strategic financial planning and management.Knowledge of fundraising, disbursement of loans, working capital, and term loan management is essential;You will work with banking operations, RBI & FEMA...
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Lead Sales Analyst
7 days ago
Jamnagar, Gujarat, India beBeeDemand Full time US$ 8,00,000 - US$ 15,00,000Job Title: Demand PlannerWe are seeking an experienced Demand Planner to join our team. As a Demand Planner, you will be responsible for analyzing sales data and making informed decisions about product pricing and inventory levels.This role would be the custodian of pricing, discount changes basis achievement of sales and keeping track of margins. Must have...
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Leading Financial Management Professional
6 days ago
Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job Title: Financial Management Expert">Prepare and finalize comprehensive financial statements that accurately reflect the company's financial performance.Key Responsibilities:Develop and implement financial reporting strategies to ensure compliance with regulatory requirements, including IGAAP, Income Tax Act, GST Act, and Companies Act provisions.Lead a...
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Lead Financial Manager
6 days ago
Jamnagar, Gujarat, India beBeeAccountant Full time US$ 1,00,000 - US$ 1,20,000Accounting Leadership OpportunityWe are seeking an experienced Accounting professional to lead our team in providing exceptional financial management and reporting services.Strong accounting background with experience in all stages of accounting, financial, and management reporting.Completed article ship training and proficiency in Microsoft Excel, Word, and...