Financial Services Expert

3 days ago

Delhi, Delhi, India beBeeExpert Full time ₹ 1,04,000 - ₹ 1,30,878
Job Description

We are seeking a highly skilled Financial Services Expert to join our Strategy and Transactions team. As a key member of the team, you will be responsible for providing strategic advice to clients on complex financial transactions and projects.

Your expertise in financial services, combined with your analytical skills and ability to think critically, will enable you to identify opportunities for growth and improvement within our clients' businesses. You will work closely with cross-functional teams to develop and implement effective solutions that drive business outcomes.

In this role, you will have the opportunity to work on a wide range of projects, from due diligence and transaction advisory services to strategy development and implementation. You will also have the chance to collaborate with top-tier clients across various industries, including financial institutions, corporations, and governments.

Required Skills and Qualifications
  • Bachelor's degree in Finance, Accounting, or a related field
  • Minimum 2-5 years of experience in financial services, preferably in strategy and transactions
  • Strong analytical and problem-solving skills, with the ability to think critically and strategically
  • Excellent communication and presentation skills, with the ability to articulate complex ideas to both technical and non-technical audiences
  • Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word
Benefits

We offer a dynamic and supportive work environment that fosters collaboration, innovation, and professional growth. Our comprehensive benefits package includes:

  • A competitive salary and bonus structure
  • A comprehensive health insurance plan
  • A retirement savings plan with company match
  • A generous paid time off policy
Others

We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about financial services and want to make a meaningful contribution to our organization, we encourage you to apply for this exciting opportunity.

  • Financial Services Specialist

    5 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Job DescriptionThe role of a Financial Services Specialist involves providing personalized financial planning services to clients. This includes retirement planning, investment management, and wealth preservation. In this capacity, you will collaborate with experts in investments, finance, and taxation to develop unique financial strategies tailored to each...

  • Financial Services Expert

    2 weeks ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000

    Role: Portfolio Manager - WealthWe are seeking a skilled wealth professional to deliver exceptional service and drive revenue growth.Main Responsibilities:Build and maintain strong relationships with high net worth individuals, ensuring seamless service delivery and maximizing client satisfaction.Conduct thorough client profiling to offer tailored debt,...

  • Financial Services Specialist

    2 weeks ago

    Delhi, Delhi, India beBeeClient Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Exciting opportunity for a skilled professional to assume a pivotal role in executing financial plans and delivering exceptional client service.Key Responsibilities:Collaborate with stakeholders to ensure seamless execution of financial strategies.Regularly review clients' financial progress and conduct meetings to discuss action plans.Assist members in...

  • Credila Financial Services

    2 weeks ago

    Delhi, Delhi, India HDFC CREDILA FINANCIAL SERVICES LIMITED Full time

    - Develop strong and innovative digital marketing strategies, using SEO, PPC, and other techniques to drive traffic to company pages and generate interest in company products and services. Create engaging written, graphic, and video content while staying up to date on the latest marketing technologies and social Media and Content Strategy:- Design, build,...

  • Senior Associate, Expert Services

    1 week ago

    Delhi, Delhi, India Kroll Full time US$ 80,000 - US$ 1,20,000 per year

    Kroll's Expert Services practice provides economic damages, shareholder disputes, forensic accounting, valuation, and other financial and investigative services to attorneys and companies involved in litigation, among other forms of disputes and investigations. Our professionals are trained to provide expert witness testimony in our firm's areas of...

  • Wealth Manager

    7 days ago

    Delhi, Delhi, India Prognosis Financial Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionPrognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market...

  • Wealth Manager/Financial Planning

    5 days ago

    Delhi, Delhi, India Talent Corner HR Services Pvt Ltd Full time

    Role: Financial Planner/Wealth Manager This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax...

  • Expert Financial Strategist

    2 weeks ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Personalized Wealth Management OpportunityWe are seeking a skilled Wealth Manager to develop and implement tailored financial strategies that meet the unique needs and goals of our clients.Identify and address clients' financial requirements and objectivesDesign and implement comprehensive wealth management plansProvide expert guidance on investment...

  • Financial Planning Expert

    2 weeks ago

    Delhi, Delhi, India beBeeFinancialPlanning Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job Title: Financial Planning Expert">Maintain precise and current financial records, encompassing a record of transactions, posting journal entries, and reconciling accounts in compliance with US GAAP.">Key Responsibilities:Prepare financial statements, such as balance sheets, income statements, and cash flow statements, to provide insights into the...

  • Senior Financial Expert

    2 weeks ago

    Delhi, Delhi, India beBeeExpert Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Overview:The finance division seeks a senior financial expert to lead its operations, ensuring fiscal prudence and providing strategic insight.Management of financial data for timely monitoringSupervision of accounting activities and maintenance of accurate recordsCreation and management of customer, vendor, expense, and material master dataPetty cash...