Financial Services Professional

4 days ago


Kolkata, West Bengal, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Investment Portfolio Manager Job Description

">
  • Assist in the investment portfolio asset allocation of high net worth individuals and corporate clients.
  • Allocate assets between different classes and subclasses to meet the customers' needs.
  • Make decisions on products with the asset or sub-asset class.
">

This role requires a good understanding of various investment products, including mutual funds, bonds, money market instruments, equity, alternative products, etc.

">

Key Responsibilities:

">
  1. Meet/interaction with relationship managers (RMs) and clients to discuss investment opportunities.
  2. Monitor specific portfolios and reallocate them as required for risk management or sales opportunity.
  3. Coach RMs on the latest products and research available.
">

Job Requirements:

">
  • Knowledge of all asset classes - equity, fixed income, structured products, real estate, commodities, and international markets.
  • In-depth knowledge of wealth management products, including mutual funds, portfolio management service providers, alternative investment funds, listed investments & insurance.
  • Knowledge of taxation and tax implications for various investment products.
"],

  • Kolkata, West Bengal, India beBeeTax Full time ₹ 8,00,000 - ₹ 15,00,000

    Accounting and Tax AdvisorJob Description:This position involves handling compliance and advisory services related to financial matters for diverse clients. As an experienced accounting professional, you will be responsible for reviewing financial data, preparing MIS reports, analyzing financial information, and generating various reports.Key...


  • Kolkata, West Bengal, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 15,00,000

    Senior Financial Services Cloud ConsultantWe are seeking an experienced professional with in-depth knowledge of Salesforce FSC to drive successful implementation and customization of our financial services business processes.The ideal candidate will have a strong understanding of the FSC data model, action plans, referrals, client lifecycle, and relationship...

  • Financial Analyst

    2 weeks ago


    Kolkata, West Bengal, India Leverest Financial Services Full time

    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.Responsibilities- Financial Modelling- Analyse current and past financial data and performance to make future projections- Debt Syndication and Fund Raising from Banks, Fund Houses,...

  • Financial Analyst

    1 week ago


    Kolkata, West Bengal, India Leverest Financial Services Full time

    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. Responsibilities Financial Modelling- Analyse current and past financial data and performance to make future projections Debt Syndication and Fund Raising from Banks, Fund Houses,...

  • Financial Analyst

    1 week ago


    Kolkata, West Bengal, India Leverest Financial Services Full time

    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.ResponsibilitiesFinancial Modelling- Analyse current and past financial data and performance to make future projectionsDebt Syndication and Fund Raising from Banks, Fund Houses, Private...


  • Kolkata, West Bengal, India beBeeRelationship Full time ₹ 20,00,000 - ₹ 25,00,000

    Business Banking Relationship ManagerWe are seeking a skilled Business Banking Relationship Manager to join our team. As a key member of our team, you will be responsible for providing financial solutions to meet the working requirements of our business banking customers.Your primary objective will be to become the banking partner of choice for our customers...


  • Kolkata, West Bengal, India beBeeTreasury Full time ₹ 8,00,000 - ₹ 12,00,000

    Treasury Role Summary:This is a key role that involves managing daily banking and treasury functions, ensuring accurate financial data reconciliation, and payment gateway management.Key Responsibilities:Bank ReconciliationReconcile multiple bank accounts on a daily, weekly, and monthly basis.Investigate and resolve discrepancies between bank statements and...


  • Kolkata, West Bengal, India beBeeFinancial Full time ₹ 9,93,830 - ₹ 15,61,245

    Job Description:We are seeking a highly motivated and entrepreneurial wealth manager to drive the expansion of our client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services.The ideal candidate will have a strong understanding of financial markets and a...


  • Kolkata, West Bengal, India beBeeField Full time ₹ 21,60,000 - ₹ 36,00,000

    Job Overview:A successful Field Sales Representative will identify and capitalize on opportunities to meet with loan applicants, assess their financial needs, and gather information for loan applications.Responsibilities:Evaluate loan applicants' financial situations to determine eligibilityGather and verify information necessary for loan applicationsExplain...


  • Kolkata, West Bengal, India beBeeCareer Full time ₹ 50,00,000 - ₹ 1,50,00,000

    Job Title: Financial ProfessionalWe are seeking a talented Financial Professional to join our team. As a key member of our organization, you will play a vital role in helping us achieve our goals.About the Role:Gain diverse exposure across financial analysis, planning, and advisory services.Contribute to financial reporting, budgeting, and forecasting.Assist...