
Executive Financial Advisor
7 days ago
We are seeking an accomplished Certified Financial Planner (CFP) to serve as a trusted advisor to our affluent clients.
Main Responsibilities:- Client Engagement: Develop strong, long-lasting relationships with high-net-worth individuals, acting as their primary point of contact for all financial matters.
- Needs Analysis: Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
- Relationship Growth: Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to expand our client base.
- Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
- Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
- Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
- Optimize portfolios for tax efficiency and long-term growth, adhering to relevant regulations.
- Promote the development of a tech-first financial planning product for DIY users to create their personalized financial plans.
- Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management.
- Represent our firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
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Financial Futures Advisor
7 days ago
Surat, Gujarat, India beBeeCareer Full time ₹ 80,00,000 - ₹ 1,50,00,000Expand your career with a unique opportunity in Transaction Advisory Services. Join our team as a Senior Transaction Advisor and play an integral role in shaping the financial futures of middle market companies and private equity firms.As a key member of our team, you will be responsible for participating in buy-side and sell-side transaction advisory...
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Career Opportunity for Insurance Advisor
1 week ago
Surat, Gujarat, India beBeeInsurance Part time ₹ 8,00,000 - ₹ 10,00,000Unlock Your Potential as an Insurance ProfessionalWe are seeking dynamic individuals to take on the role of Insurance Advisor, where you can leverage your strong communication and interpersonal skills to make a meaningful impact on people's lives.Our ideal candidates possess a passion for financial planning and helping others secure their future. As an...
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Chief Financial Strategist
1 week ago
Surat, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Strategic AdvisorWe are seeking a seasoned expert to join our organization as a Strategic Advisor.This is a high-visibility leadership role for a candidate with strong financial acumen and proven deal-making experience.Job OverviewCollaborate closely with the promoter to drive strategic business initiatives.Apply Investment Banking expertise to assess...
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PCG Advisor
2 weeks ago
Surat, Gujarat, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per yearPCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual...
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Loan Advisor
4 days ago
Surat, Gujarat, India AYE FINANCE Full timeProvide loan to needy person for expand business and monthly Collection. Experience 0 - 2 Years No. of Openings 5 Education Higher Secondary Role Loan Advisor Industry Type Banking / Financial Services / Stock Broking Gender Male Job Country India Type of Job Full Time Work Location Type Work from Office
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Senior Financial Advisor
7 days ago
Surat, Gujarat, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000Job Title: Assistant Manager FinanceWe seek a seasoned finance professional to fill the role of Assistant Manager Finance.Develop and analyze financial reports, ensuring tax compliance and supporting project financing through detailed reports and financial models.Support fundraising and transaction-related activities.Main Responsibilities:Financial...
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Senior Financial Advisor
6 days ago
Surat, Gujarat, India beBeeAccountant Full time ₹ 9,00,000 - ₹ 12,00,000We are seeking highly skilled and qualified professionals with 0 to 2 years of experience in statutory/management/internal audit or financial planning and analysis (FP&A).Key Requirements:Experience in auditing, financial analysis, and business advisory servicesProficiency in Excel and other Microsoft Office toolsExcellent written and spoken communication...
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Equity Advisor Intern
2 weeks ago
Surat, Gujarat, India Aastha Fintech Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 10,00,000 per yearJob Description of Equity Advisor Internship(Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat JOB DESCRIPTION:1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients.2. Executive the...
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Financial Strategist
6 days ago
Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Key ResponsibilitiesThe ideal candidate will have a strong track record of deal evaluation and investment management, with a focus on identifying high-growth opportunities and executing successful transactions. Key responsibilities include:Sourcing & ThesisCraft and maintain a quality pipeline across seed/early and later-stage deals.Develop and refresh...
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Inside Sales Executive
2 weeks ago
Surat, Gujarat, India NJ Group Full time ₹ 1,04,000 - ₹ 1,30,878 per yearPrimary Role :-Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining Mutual Fund Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve monthly target...