
Ambitious Financial Advisor Wanted
7 hours ago
The 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 and maintain long-term relationships with a portfolio of high-net-worth clients
- Understand clients' financial objectives and risk tolerance to provide tailored solutions
- Conduct regular portfolio reviews and make recommendations based on market conditions and client needs
- Collaborate closely with internal product specialists to deliver comprehensive financial solutions
- Identify new business opportunities through referrals, networking, and cross-selling
- Stay up-to-date on market trends, financial products, and regulatory changes to provide informed advice
- Ensure compliance with regulatory and internal risk management policies
- Presentation of periodic performance reports to clients
- Achievement of sales and revenue targets set by the business
The ideal candidate will possess excellent communication and interpersonal skills, be able to work independently, and have a deep understanding of the financial industry and its trends.
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Strategic Financial Advisor
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Financial Services Team Lead
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Senior Financial Advisor
5 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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Senior Financial Advisor
2 days ago
Kollam, Kerala, India beBeeNri Full time ₹ 30,00,000 - ₹ 60,00,000NRI Relationship Manager Job DescriptionOur 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...
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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 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 Experts Wanted
1 week ago
Kollam, Kerala, India beBeeAccounting Full time ₹ 8,00,000 - ₹ 12,00,000Accounting Expertise SoughtWe are on the hunt for meticulous and proactive accounting professionals to join our team in Chennai, India.Key ResponsibilitiesMaintain accurate financial records, ledgers, and reconciliations.Prepare and analyze comprehensive financial statements, reports, and budgets.Handle accounts payable and accounts receivable processes...
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Chief Financial Strategist
1 day ago
Kollam, Kerala, India beBeeStrategic Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job DescriptionAs a strategic financial partner, you will play a key role in driving revenue growth and improving profitability across various business units.You will analyze business performance, identify trends and opportunities, and provide insightful reports and presentations to senior management.Furthermore, you will collaborate with commercial teams to...
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Senior Financial Specialist
2 days ago
Kollam, Kerala, India beBeeFinancialExpert Full time ₹ 30,00,000 - ₹ 40,00,000**Financial Expertise Wanted**This role involves overseeing financial operations, ensuring compliance with regulatory requirements, and driving strategic decision-making.A key requirement for the ideal candidate is a strong understanding of accounting principles, combined with excellent analytical skills and the ability to work collaboratively within a team...
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Senior Financial Analyst
4 days ago
Kollam, Kerala, India beBeeFinancial Full time ₹ 50,00,000 - ₹ 80,00,000Job Role Lead budget planning processes.Analyze financial results, identify trends, and provide actionable insights to management.Monitor performance metrics and support business units with analysis.Drive process improvements in finance.Oversee long-term financial planning processes.Handle operational controls including expense and margin management;Work...