Financial Planning Coordinator

20 hours ago


Hyderabad, Telangana, India beBeeFinance Full time ₹ 40,00,000 - ₹ 80,00,000

Key Role in Financial Planning:

The individual in this position plays a critical role in supporting our financial planning and advisory services, while building strong client relationships and conducting market research.

Main Responsibilities:

  • Support senior financial advisors on various projects
  • Prepare high-quality financial reports and presentations
  • Assist with financial planning and advisory services
  • Conduct market research and analyze financial data
  • Manage client expectations and relationships

Essential Skills:

  • Strong analytical skills and ability to analyze financial data
  • Financial planning, financial advisory, and investment strategy skills
  • Client relationship management skills
  • Excellent written and verbal communication skills
  • Experience in conducting market research and preparing financial reports

Qualifications and Education:

  • Bachelor's degree in finance, economics, business, or related field
  • MBA in finance is an added advantage


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