
Financial Strategist
4 days ago
We are seeking an experienced wealth planning professional to manage high net worth portfolios and drive long-term financial success for clients.
- Build strong, lasting relationships with HNI clients.
- Create comprehensive financial plans that address investments, taxation, retirement, and estate planning.
- Monitor, review, and optimize portfolios for performance and compliance.
- Contribute to the development of innovative digital-first financial planning tools.
- Drive new client acquisition and grow assets under management through exceptional advisory services.
- Graduate degree in Finance or Economics (Certified Financial Planner preferred; CFA/CA/NISM certification a plus).
- At least 5 years of experience in wealth management or financial advisory.
- 3+ years of experience managing HNI client relationships.
- Strong knowledge of mutual funds, portfolio management services, real estate investment trusts, unit-linked insurance plans, and Indian tax laws.
- Excellent communication, analytical, and relationship management skills.
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Financial Planning Strategist
2 days ago
Ahmedabad, Gujarat, India beBeeFinancialPlanningStrategist Full time ₹ 72,00,000 - ₹ 1,44,00,000Job Summary:We are seeking a seasoned Financial Planning Strategist to design and implement tailored financial plans for our esteemed clients. This role requires leveraging financial planning expertise and relationship-building skills to deliver exceptional results.Key Responsibilities:BUILD STRONG RELATIONSHIPSDELIVER PERSONALIZED FINANCIAL SOLUTIONSGROW...
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Financial Strategist
1 week ago
Ahmedabad, Gujarat, India beBeeFinancial Full time US$ 50,000 - US$ 90,000Job Title: Financial StrategistJob Overview:Our organization seeks a highly skilled Financial Analyst to drive business growth through interdepartmental coordination, financial analysis, and strategic insights.Key Responsibilities:Drive efficiency and accuracy through effective supply chain finance management.Develop and implement financial strategies to...
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Lead Financial Strategist
2 weeks ago
Ahmedabad, Gujarat, India beBeeStrategist Full time ₹ 9,00,000 - ₹ 12,00,000**Lead Financial Strategist Role**The ideal candidate will be responsible for overseeing the preparation of comprehensive financial reports, forecasts, and budgets. This involves ensuring compliance with regulatory standards and best practices in accounting.Direct the accounting team to guarantee efficiency and accuracy in their work.Develop and implement...
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Senior Financial Strategist
1 week ago
Ahmedabad, Gujarat, India beBeeCompliance Full time ₹ 25,00,000 - ₹ 40,00,000Optimize financial performance and contribute to strategic growth as a Senior Financial Strategist.Key Responsibilities:Ensure Regulatory Compliance: Serve as the primary contact for finance and tax matters, including reporting and compliance with relevant regulations.Deliver High-Quality Financial Insights: Provide accurate, timely, and actionable financial...
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Financial Growth Strategist
3 days ago
Ahmedabad, Gujarat, India beBeeStrategist Full time ₹ 18,00,000 - ₹ 25,00,000Job OverviewAs a seasoned financial strategist, you will play a pivotal role in driving our company's growth and profitability by leading our financial operations.You will be responsible for managing end-to-end financial planning, budgeting, forecasting processes for business units, ensuring compliance with regulatory guidelines, and partnering with senior...
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Chief Financial Strategist
2 weeks ago
Ahmedabad, Gujarat, India beBeeChief Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Title: Chief Financial StrategistAmbitious and driven individual sought for a dynamic financial leadership role.Develop and implement the company's financial strategy, aligning with business objectives.Collaborate with the CEO and Board to inform financial planning, capital allocation, and risk management decisions.Monitor and analyze financial...
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Chief Financial Officer
1 week ago
Ahmedabad, Gujarat, India beBeeFinancial Full time ₹ 17,50,000 - ₹ 25,00,000Senior Financial StrategistJob Description:We seek a seasoned Senior Financial Strategist to join our leadership team and drive business growth through effective financial planning, budgeting, forecasting, and risk management. The ideal candidate will have a strong track record of success in the manufacturing industry, with expertise in financial modeling,...
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Senior Financial Strategist
2 weeks ago
Ahmedabad, Gujarat, India beBeeAccounting Full time ₹ 9,00,000 - ₹ 12,00,000Senior Financial StrategistOur ideal candidate will oversee the company's accounting and financial management operations, ensuring accuracy and compliance with accounting standards.This role requires a strong leader who can drive profitability, maintain statutory compliance, and ensure smooth financial operations aligned with the company's growth...
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Business Finance Strategist
2 weeks ago
Ahmedabad, Gujarat, India beBeeBusinessFinance Full time ₹ 1,20,00,000 - ₹ 1,70,00,000We are seeking a highly analytical Business Finance Strategist to join our team, focused on shaping pricing strategy and driving data-led financial decisions across merchant operations.
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Ahmedabad, Gujarat, India beBeeStrategist Full time US$ 98,320 - US$ 1,13,280Market Financial Strategist RoleWe never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent.About Our OrganizationOur organization is a leading provider of administrative services, helping clients invest and operate...