
Senior Financial Advisor
2 days ago
Our company seeks a skilled NRI Relationship Manager to join our team.
- Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
- Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance, and investment options.
- Maintain proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty.
- Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
- Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
- Bachelor's degree in finance or a related field.
- A minimum 2 years of experience in NRI banking, wealth management, or financial services.
- Strong knowledge of financial products relevant to NRI clients.
- Excellent client engagement and customer service skills.
- Strong interpersonal and communication skills.
- Learning and collaborative work environment.
- Career progression plan aligned with company goals.
- Opportunity to directly interact with management.
- Work-life integrated culture.
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Strategic Financial Advisor
4 days ago
Kollam, Kerala, India beBeeAdvisor Full time ₹ 15,00,000 - ₹ 25,00,000Transaction Advisory RoleAs a strategic financial partner, you will lead and execute engagements across finance, valuations, due diligence, and tax advisory. The ideal candidate brings both technical expertise and the ability to act as a trusted advisor to founders and investors.Key Responsibilities:Financial ServicesDevelop strategic financial partnerships...
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Senior Financial Advisor
2 days ago
Kollam, Kerala, India beBeeFinancialAdvisor Full time ₹ 8,00,000 - ₹ 12,00,000Role DescriptionPerform due diligence on middle market companies and private equity firms.Aggregate, manipulate, and analyze company data to identify financial trends.Key Responsibilities:Write detailed reports for clients.Advise clients on maximizing opportunities and minimizing risks.Develop creative solutions to engagement and transaction risks.Interface...
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Senior Legal Advisor
1 week ago
Kollam, Kerala, India beBeeCompliance Full time ₹ 14,00,000 - ₹ 21,47,000Job Title: Senior Legal AdvisorJob Description:We are seeking a seasoned legal professional to join our team as a Senior Legal Advisor. In this role, you will provide expert advice on legal and compliance matters to support business growth.The ideal candidate will have a strong background in corporate law, with experience in risk management, regulatory...
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Senior Manager
1 week ago
Kollam, Kerala, India beBeeCompliance Full time ₹ 1,63,20,000 - ₹ 2,44,00,000Job Title: Senior Manager ComplianceThis job opportunity is for a senior manager to oversee compliance management in the financial sector.Key Responsibilities:Coordinate with clients on regulatory compliances.Resolve client queries related to SEBI AIF/PMS.Assist during inspections and audits.Support restructuring projects.Ensure regulatory compliance for the...
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Senior Financial Operations Manager
1 day ago
Kollam, Kerala, India beBeeFinancial Full time ₹ 50,00,000 - ₹ 80,00,000Financial Services Associate RoleWe are seeking a skilled professional to assist with financial planning and advisory services, manage client relationships, conduct market research, prepare financial reports, and support senior financial advisors.About the Job:This is an exciting opportunity for a motivated individual to join our team as a Financial Services...
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Senior Financial Advisor
9 hours ago
Kollam, Kerala, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Private Wealth Manager Job DescriptionAs a Private Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.Regular...
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Ambitious Financial Advisor Wanted
11 hours ago
Kollam, Kerala, India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,21,00,000Senior Wealth StrategistThe Senior Wealth Strategist will play a pivotal role in fostering and maintaining strong, long-term relationships with high-net-worth clients. This individual will provide customized investment, insurance, and wealth planning solutions that cater to each client's unique financial goals and risk tolerance.Key Responsibilities:Foster...
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Senior Financial Strategist
1 week ago
Kollam, Kerala, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 40,00,000Financial Leadership PositionWe are seeking a seasoned financial leader to join our organization in a key role that involves defining and executing our financial strategy. This position requires strong problem-solving skills, the ability to navigate ambiguity, and address new or unfamiliar challenges.The ideal candidate has extensive experience in global...
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Financial Manager
1 week ago
Kollam, Kerala, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,50,00,000Job Description:As a Senior Financial Manager, you will oversee the financial operations of multiple entities, ensuring accurate financial consolidation, regulatory adherence, and strategic financial guidance to support business growth and governance.Key responsibilities include:Preparing and reviewing monthly, quarterly, and annual financial statements for...
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Senior Financial Strategist
1 week ago
Kollam, Kerala, India beBeeAccountant Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Key Role SummaryThis diverse role requires a highly commercial and analytical individual who is prepared to get hands dirty. It combines responsibility for managing the finance function and acting as an analyst for multiple teams.Responsibilities:Planning and execution of audit of internal financial control over financial reporting, preparing internal audit...