Financial Services Executive

1 week ago


Mumbai, Maharashtra, India beBeeExecutive Full time ₹ 15,00,000 - ₹ 28,00,000

We are seeking a strategic leader to oversee daily operations and manage a team of finance professionals. The ideal candidate will have a minimum of 12 years of experience in a supervisory or management role, with a strong preference for a Chartered Accountant (CA), Certified Public Accountant (CPA), or Master of Business Administration (MBA). This role is for a forward-thinking executive who will ensure the efficient delivery of services across Accounts Payable, Payroll, Accounts Receivable, and Billing.

Key Responsibilities
  • Strategic Leadership: Develop and execute long-term strategic plans that align with our organization's vision. You will collaborate with financial leaders to influence broader strategies based on local knowledge and experience, driving innovation and identifying growth opportunities.
  • Team Management: Lead, plan, organize, and coordinate the activities of the Accounts Payable, Payroll, Accounts Receivable, and Billing teams. You will work with section managers and team leads to provide guidance, training, and performance feedback, and you'll mentor them to enhance their skills and strategic thinking.
  • Operational Excellence: Monitor key performance indicators (KPIs) to track progress and drive continuous improvement. You'll present performance reports to stakeholders, streamline processes, and improve service delivery in collaboration with financial leaders.
  • Collaboration & Communication: Act as a key representative for your teams in meetings and presentations, advocating for their goals and achievements. You must have a proven track record of driving successful transformation and the courage to challenge when needed.
Required Qualifications
  • Experience: A minimum of 12 years of experience in a supervisory or management role, with prior experience in a shared services environment preferred.
  • Education: Chartered Accountant (CA), CPA, or MBA from a reputable institution is strongly preferred.
  • Skills:
  • Leadership: You must be an experienced people leader with strong strategic thinking and management skills, capable of delivering optimal work design and driving performance through your team.
  • Collaboration: An expert collaborator who builds strategic partnerships to ensure performance.
  • Communication: Excellent written, verbal, and interpersonal skills are essential for this role, along with strong problem-solving and decision-making abilities.
  • Other: Occasional travel to the U.S. may be required.


  • Mumbai, Maharashtra, India UNIMONI FINANCIAL SERVICES LTD Full time

    About:- We are seeking a dynamic and results-driven Assistant Manager - Forex Sales with 4 to 6 years of relevant experience to join our team in Mumbai.- In this role, you will be responsible for driving the growth of the forex business at the assigned branch, working closely under the guidance of the Branch Head.- Your key responsibilities will include...


  • Mumbai, Maharashtra, India HDFC CREDILA FINANCIAL SERVICES LIMITED Full time

    About the CompanyCredila Financial Services Limited (Formerly known as HDFC Credila Financial Services Limited) is one of Indias largest education loan non-banking financial companies (NBFCs) offering education loans to Indian students. With an in-depth understanding of the higher education domain in India as well as overseas, Credila offers tailor-made...


  • Mumbai, Maharashtra, India UNIMONI FINANCIAL SERVICES LTD Full time

    We are seeking an exceptional finance professional with a strong command of dynamic financial modelling, data-driven analysis, and strategic insight to join our high-performing team.In this role, you will lead the development of advanced, flexible financial models, extract and analyze large datasets for actionable insights, and play a key role in supporting...


  • Mumbai, Maharashtra, India Unien Financial Services Full time US$ 80,000 - US$ 1,20,000 per year

    Our clients demand excellence. We deliver nothing less.We are shaping the future of Wealth Management, one step at a time. By combining deep expertise with technology and strategic partnerships, we deliver exceptional solutions and experiences. Our clients choose us because they recognize that we operate at a level above the rest offering service that's...

  • Telecalling Executive

    2 weeks ago


    Mumbai, Maharashtra, India InCred Financial Services Full time

    job summary:we are looking for enthusiastic individuals to join our education loan (el) telecalling team.as a telecalling executive, you will be responsible for reaching out to potential students who want to travel abroad for higher studies and assisting them in availing education loans.key responsibilities: lead generation: make telephonic calls to...


  • Mumbai, Maharashtra, India Enrichwise Financial Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    As a Senior Financial Advisor, you will be the primary point of contact for new clients. You will engage directly with HNIs and upper-middle-class prospects, understand their financial situation, explain our frameworks in a clear and compelling manner, and guide them toward structured investments. This role requires building trust quickly, converting...


  • Mumbai, Maharashtra, India Raise Financial Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role Summary:Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching Investment & Trading platform – Dhan )As an Executive Assistant, your core role will be managing calendars of Founders. Making travel...


  • Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role & responsibilitiesAdvising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.Responsible for generating revenue primarily through...


  • Mumbai, Maharashtra, India Erm Placement Services Full time

    Job DescriptionYou'll have knowledge and experience in the following areas:- An experienced Technology professional, with technology experience at least in one or more services Core Banking / Lending / Customer Relationship Management / Trade Finance- A proven track record of delivering business value from Technology- A track record of delivery within a...


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

    Job DescriptionWe are seeking a skilled Financial Services Specialist to join our team. In this role, you will play a pivotal part in representing the bank to clients and executing financial transactions.Key Responsibilities:Client Engagement: Build and maintain strong relationships with clients, including high-net-worth individuals, institutional investors,...