Expert Financial Advisor

13 hours ago

Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

As an investment advisor, you will play a vital role in providing personalized financial planning services to clients.

  • Key Responsibilities:
  • Conduct comprehensive consultations with clients to understand their financial goals and risk tolerance.
  • Develop strong relationships with clients, serving as their primary point of contact for financial inquiries and advice.
  • Regularly review and update clients' financial portfolios to ensure alignment with their evolving financial goals.
  • Investment Strategy Development: Create customized financial strategies based on clients' objectives and risk profiles.
  • Utilize financial modelling tools to analyse investment opportunities and recommend appropriate financial products.
  • Stay informed about market trends and economic conditions to provide up-to-date and relevant advice.
  • Portfolio Management: Oversee clients' financial portfolios, including monitoring performance and making adjustments as necessary.
  • Ensure all financial recommendations comply with regulatory requirements.
  • Prepare regular performance reports and updates for clients, including performance metrics and portfolio changes.
  • Maintain accurate records of client interactions and transactions.
  • Client Education and Communication: Educate clients on financial concepts and market trends to help them make informed decisions.
  • Provide clear communication regarding financial performance and market developments.
  • Organize client seminars and workshops on relevant financial topics.
  • Collaboration and Teamwork: Work closely with other financial professionals to provide comprehensive wealth management solutions.
  • Participate in team meetings and contribute to the development of investment strategies and best practices.

Qualifications:

  • Education: Bachelor's degree in Finance or Economics. Master's degree or professional certification preferred.
  • Experience: Minimum 3-5 years of experience in financial planning or a related field.
  • Skills:
    • Strong analytical skills with a deep understanding of financial markets and products.
    • Excellent interpersonal and communication skills.
    • Proficiency in financial software and Microsoft Office Suite (Excel, PowerPoint, Word).
    • High level of attention to detail and accuracy in financial analysis.
    • Personal Attributes: Integrity, professionalism, and a client-centric approach.

  • Financial Reporting Expert

    1 day ago

    Aurangabad, Maharashtra, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 3,00,00,000

    Job TitleThe Senior Manager Financial Reporting is responsible for overseeing the preparation of the organization's financial statements, including the balance sheet, income statement, and cash flow statement.The ideal candidate will have strong analytical and problem-solving skills, excellent communication and interpersonal skills, and high attention to...

  • Senior Financial Regulatory Advisor

    1 day ago

    Aurangabad, Maharashtra, India beBeeregulatory Full time ₹ 21,70,400 - ₹ 34,28,164

    We are seeking highly skilled professionals to join our team in a senior role within the Financial Regulatory Practice. This position involves steering complex client engagements across regulatory supervision, policy formulation, risk management (including credit, market conduct, AML/KYC, and fraud), regulatory governance, and compliance transformation for...

  • Virtual Legal Advisor

    13 hours ago

    Aurangabad, Maharashtra, India beBeeLegal Full time ₹ 1,84,32,000 - ₹ 2,51,20,000

    Job Title: Virtual Legal AdvisorThis is a highly specialized role that requires exceptional legal expertise and business acumen. The Virtual Legal Advisor will work closely with clients to understand their requirements and provide expert advice on contract drafting, negotiation, and management.Key Responsibilities:Client Interaction and Briefing: Engage with...

  • Senior Financial Due Diligence Expert

    13 hours ago

    Aurangabad, Maharashtra, India beBeeDueDiligence Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Financial Due Diligence LeaderWe are seeking a seasoned professional with exceptional financial expertise to lead our Financial Due Diligence efforts. As a key member of our team, you will be responsible for spearheading the execution of client services and providing expert guidance on complex financial matters.

  • Financial Expert Wanted

    2 days ago

    Aurangabad, Maharashtra, India beBeeAccountant Full time ₹ 4,32,000 - ₹ 5,40,000

    Senior Financial Expert SoughtWe are looking for a skilled Senior Accountant to join our team. The ideal candidate will have strong knowledge of accounting principles, tax laws, and financial regulations.Maintain accurate and up-to-date financial records.Process payments, receipts, and invoices efficiently.Manage cash and banking transactions on a daily...

  • Senior Financial Advisor

    1 day ago

    Aurangabad, Maharashtra, India beBeeStrategist Full time ₹ 1,75,00,000 - ₹ 2,51,00,000

    Job Title: Financial StrategistOur organization seeks a seasoned Financial Strategist to drive profitability, strengthen governance, optimize capital allocation, and build investor confidence. The successful candidate will ensure regulatory compliance and provide strategic financial leadership.The ideal candidate will have a minimum of 20 years of finance...

  • Expert Financial Operations Specialist

    1 day ago

    Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 15,00,000

    Financial Operations ExpertWe are seeking a Financial Operations Expert to join our team and contribute to the growth of our organization.About Us:We are a fast-scaling, disruptive intimate lifestyle brand transforming the women's wellness and intimate wear industry with innovative, problem-solving products.Job Overview:The successful candidate will play a...

  • Technical Solutions Expert

    1 day ago

    Aurangabad, Maharashtra, India beBeeIdentity Full time ₹ 1,77,12,000 - ₹ 2,53,04,000

    Job Title: Technical Solutions ExpertWe are seeking a highly experienced and business-savvy technical solutions expert in the identity and access management (IAM) space to support our organization's goals.This individual will serve as a trusted advisor to both internal and external stakeholders, providing strategic input, solution design, and alignment for...

  • Expert Financial Professional Wanted

    6 days ago

    Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 14,56,789 - ₹ 23,45,678

    Finance Functional ExpertThis is a senior-level position responsible for providing technical expertise in finance and accounting to various clients across India. The ideal candidate will have extensive knowledge of JD Edwards 9.1 or above, with experience in implementing and rolling out financial modules such as Accounts Payable, Accounts Receivable, General...

  • Senior Legal Advisor

    1 day ago

    Aurangabad, Maharashtra, India beBeeLegal Full time ₹ 18,00,000 - ₹ 25,00,000

    We are seeking a seasoned professional to fill the role of Senior Legal Advisor. The ideal candidate will have a proven track record in supporting business teams and advising on strategic matters.Key Responsibilities:Drafting, structuring and negotiating agreements that align with business objectives.Providing guidance on statutory compliances and suggesting...