Senior Financial Services Professional

5 days ago


Juhu Beach Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 1,70,000 - ₹ 2,80,000
Job Title:

Affluent Wealth Relationship Manager

As a key role, managing and maintaining relationships with high net worth individuals is essential to meet their financial goals and objectives.

The ideal candidate will have a strong understanding of financial markets, economic trends, and excellent communication and interpersonal skills.

They should be able to manage complex client requirements, maintain accurate records, and ensure timely delivery of services.

Key Responsibilities:

  • Mumbai, Maharashtra, India UNIMONI FINANCIAL SERVICES LTD Full time

    We are seeking an exceptional finance professional with a strong command of dynamic financial modelling, data-driven analysis, and strategic insight to join our high-performing team.In this role, you will lead the development of advanced, flexible financial models, extract and analyze large datasets for actionable insights, and play a key role in supporting...


  • Mumbai, Maharashtra, India Unien Financial Services Full time US$ 80,000 - US$ 1,20,000 per year

    Our clients demand excellence. We deliver nothing less.We are shaping the future of Wealth Management, one step at a time. By combining deep expertise with technology and strategic partnerships, we deliver exceptional solutions and experiences. Our clients choose us because they recognize that we operate at a level above the rest offering service that's...


  • Mumbai, Maharashtra, India Enrichwise Financial Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...


  • Mumbai, Maharashtra, India beBeeAccounting Full time ₹ 5,00,000 - ₹ 8,00,000

    Financial Services SpecialistWe are seeking a Financial Services Specialist to join our team. The ideal candidate will have a strong background in accounting and finance, with experience in managing client escalations, end-to-end accounting, training staff, and other duties as assigned.The successful candidate will have a thorough understanding of accounting...


  • Mumbai, Maharashtra, India UNIMONI FINANCIAL SERVICES LTD Full time

    About:- We are seeking a dynamic and results-driven Assistant Manager - Forex Sales with 4 to 6 years of relevant experience to join our team in Mumbai.- In this role, you will be responsible for driving the growth of the forex business at the assigned branch, working closely under the guidance of the Branch Head.- Your key responsibilities will include...


  • Mumbai, Maharashtra, India beBeeAccountant Full time ₹ 4,00,000 - ₹ 8,00,000

    Financial Services ProfessionalWe are seeking a skilled Financial Services Professional to join our team. As a key member of our organization, you will be responsible for providing strategic guidance and support to our clients across various industries.In this role, you will utilize your expertise in Indian GAAP and Ind AS to deliver exceptional client...


  • Mumbai, Maharashtra, India HDFC CREDILA FINANCIAL SERVICES LIMITED Full time

    About the CompanyCredila Financial Services Limited (Formerly known as HDFC Credila Financial Services Limited) is one of Indias largest education loan non-banking financial companies (NBFCs) offering education loans to Indian students. With an in-depth understanding of the higher education domain in India as well as overseas, Credila offers tailor-made...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,50,00,000

    Job Opportunity:We are seeking a highly motivated Investment Banking professional to fill a critical role within our organization. The ideal candidate will have hands-on experience in investment banking with strong analytical and execution skills.Key Responsibilities:Assist in deal execution including financial analysis, due diligence, transaction...


  • Juhu Beach, Mumbai, Maharashtra, India Moonlight Placement Services Full time ₹ 19,000 - ₹ 35,000 per year

    Job Title: Admin & Data Entry ExecutiveLocation: Juhu, MumbaiSalary: Up to ₹35,000 (in-hand)Role OverviewTripCheers is seeking a proactive and detail-oriented Admin & Data Entry Executive to manage day-to-day office operations, maintain accurate records, and provide backend support to the operations and sales teams. The role requires a balance of...


  • Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,50,000 - ₹ 28,00,000

    Job SummaryWe are seeking a seasoned financial services professional to lead our assurance initiatives. The successful candidate will have expertise in regulatory compliance, financial reporting, and strategic advisory services.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with clients, providing exceptional...