Financial Services Professional

1 day ago


Mumbai, Maharashtra, India beBeeWealth Full time ₹ 40,00,000 - ₹ 50,00,000

Key Roles and Responsibilities:

">
  • Develop and execute strategies to attract high-net-worth individuals and families as clients
  • Promote and sell a range of financial products, including portfolio management services, alternative investment funds, unlisted shares, and other investment options
  • Nurture long-term relationships with existing clients by providing personalized investment solutions and exceptional customer service
  • Consistently meet or exceed targets for new client acquisition, business volume, and asset under management growth
">

Job Requirements:

">
  • Demonstrated success in client acquisition and sales, with a strong track record of achieving revenue and growth targets
  • In-depth knowledge of portfolio management services and related investment products
  • Excellent communication and interpersonal skills, with the ability to build rapport with high-net-worth individuals and families
  • Relevant qualifications such as an MBA (Finance/Marketing), CFP, or CFA are highly preferred
">

About This Opportunity:

">

This is a unique chance to join a leading wealth management firm and take on a challenging role that requires strategic thinking, excellent communication skills, and a deep understanding of financial markets and products.

">

We are seeking a talented and results-driven individual who can help us achieve our growth goals and deliver exceptional results for our clients.

">

If you have a passion for wealth management, a strong track record of success, and excellent communication skills, we encourage you to apply for this exciting opportunity.

"],

  • Mumbai, Maharashtra, India Blend Financial Services Ltd. Full time

    Job Description- Preparation of snapshot about the company as desired by Banks / Financial Institutions, including IM's, teasers, financial models.- Identification and preliminary discussions with Banks / Institutions for syndication of the facility.- Assisting senior management and representatives of the company for the purposes of giving presentations to,...


  • 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...


  • Navi Mumbai, Maharashtra, India beBeeCustomer Full time ₹ 8,00,000 - ₹ 12,00,000

    Key Retail Banking RoleOur team in India is seeking a dedicated and customer-focused professional to provide excellent banking services.Key Responsibilities:Assist customers with account inquiries, transactions, and related servicesPromote and sell relevant banking products and financial solutionsResolve customer complaints efficiently and provide effective...


  • Navi Mumbai, Maharashtra, India beBeeAccountancy Full time ₹ 8,00,000 - ₹ 9,00,000

    Financial Services ProfessionalWe are seeking a skilled Financial Services Professional to oversee the duties of our accounting team. The ideal candidate will have strong organizational and communication skills, with the ability to implement financial systems and processes effectively.Key ResponsibilitiesReconcile income statements and prepare monthly...


  • Navi Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878

    Financial Services RepresentativeWe are seeking a highly motivated and skilled Financial Services Representative to join our team. As a key member of our sales force, you will play a critical role in driving revenue growth and providing exceptional customer service.Responsibilities:Handle outbound calls to customers to promote financial services...


  • Navi Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Description:We are seeking a skilled professional to fill the role of Client Relationship Manager. As a key member of our team, you will be responsible for managing relationships with high net worth individuals (HNIs) and providing personalized banking, business banking, wealth management, and insurance solutions to meet their financial needs.The ideal...

  • Audit Professional

    12 hours ago


    Mumbai, Maharashtra, India beBeeAudit Full time US$ 54,000 - US$ 86,000

    Opportunity for Experienced Chartered AccountantA fresh start awaits a skilled CA in statutory and internal audits. Seeking an expert to prepare audit reports, conduct financial audits, and apply analytical skills to assess financial situations.Responsibilities:Prepare comprehensive audit reports with timely delivery.Conduct thorough financial audits...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 18,000 - ₹ 22,500

    Investment Banking CareerNomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale...


  • Mumbai, Maharashtra, India beBeeFinancial Full time

    A career in our Financial Due Diligence (FDD) team, within Deals Transaction Services, can provide you the opportunity to help organizations realize the potential of mergers, acquisitions and divestitures.As a member of this team, you will assist corporate and financial buyers in making informed decisions by analyzing and assessing all the financial,...


  • Mumbai, Maharashtra, India beBeeClientServicing Full time ₹ 8,00,000 - ₹ 12,00,000

    Job DescriptionAs a Client Servicing Manager, you will be responsible for delivering exceptional client experiences in the financial services space. You will work closely with clients and internal teams to ensure seamless onboarding, efficient query resolution, and timely coordination of operations like NAV release, fee calculation, and fund transfers.A...