Financial Services Associate

13 hours ago


Tirupati, Andhra Pradesh, India beBeeFinance Full time ₹ 30,00,000 - ₹ 45,00,000
Associate Position

The Associate role offers a dynamic and challenging opportunity to contribute to our team by assisting in the provision of financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors.

Responsibilities:

  • Assist in financial planning and advisory services
  • Manage client relationships and build trust
  • Conduct market research and gather industry insights
  • Prepare financial reports and present findings
  • Support senior financial advisors in their work

Requirements:

  • 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

Qualifications:

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

How to Apply:

Please submit your CV to us for consideration.



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