
Senior Financial Advisor
4 days ago
We are seeking an experienced Wealth Manager to join our team.
Job Responsibilities:- To acquire and maintain relationships with affluent clients, generating assets under management from preferred clients.
- To advise clients on their investments and manage their overall financial portfolio, deepening wallet share from existing clients.
- To track the affluent client segment in the market for new client acquisition.
- 3-5 years of work experience preferably in private banking and wealth management.
- Good vintage in present and previous companies (minimum tenure of 3-4 years of stability).
- Handling and managing clients with a minimum investment amount of one crore and above.
This is a challenging role that requires the right candidate to have exceptional communication skills, financial acumen, and a proven track record of success in building and maintaining high-value relationships.
The successful candidate will be responsible for identifying new business opportunities, growing existing client relationships, and driving revenue growth through asset gathering and retention strategies.
The ideal candidate will have a strong understanding of the financial industry, excellent analytical and problem-solving skills, and the ability to work effectively in a fast-paced environment.
The company offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
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Senior Technical Advisor
3 days ago
Palakkad, Kerala, India beBeeTechnical Full time ₹ 1,80,00,000 - ₹ 2,00,00,000About the RoleWe are seeking an experienced technical professional to join our team as a Senior Technical Advisor. In this strategic role, you will leverage your deep technical expertise and project leadership capabilities to deliver high-impact results for our clients.As a seasoned expert with 10–15 years of experience, you will act as the primary...
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Senior Advisor
3 days ago
Palakkad, Kerala, India beBeeAccountancy Full time ₹ 7,50,000 - ₹ 12,10,000Transform Your Career with Advisory ExcellenceJob Summary:We seek a Senior Associate to deliver exceptional advisory services in the GCC Back Office. This is a full-time, on-site role that requires a qualified accounting professional with 3-5 years of experience and a passion for delivering tailored audit solutions.Key Requirements:ACCA Affiliate, CMA India...
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Senior Financial Officer
3 days ago
Palakkad, Kerala, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 15,00,000Financial Management SpecialistWe are seeking a skilled professional to oversee financial record-keeping, handle daily accounting tasks, and ensure regulatory compliance.Key Responsibilities:Maintain accurate financial records using industry-standard tools.Process day-to-day transactions including receipts, payments, sales, purchases, and journal...
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US Tax Advisor
3 days ago
Palakkad, Kerala, India beBeeTax Full time ₹ 9,00,000 - ₹ 18,00,000Expert US Tax AdvisorWe are seeking an experienced and skilled US Tax Advisor to join our team. The successful candidate will be responsible for providing expert tax advice to clients, preparing tax returns, and ensuring compliance with all relevant tax laws.Key Responsibilities:Prepare and review personal, corporate, and trust income tax returns.Apply...
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Financial Professional Wanted
3 days ago
Palakkad, Kerala, India beBeeAccountant Full time ₹ 60,00,000 - ₹ 90,00,000Financial Expertise OpportunityWe are seeking a skilled professional to work with foreign clients and gain experience in accounting practices.This role involves managing financial records using Excel and QuickBooks Online, reconciling bank and credit card accounts, ensuring tax compliance, assembling working paper packages for financial statements, and...
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Chief Financial Strategist
3 days ago
Palakkad, Kerala, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Financial Leadership RoleAs a seasoned financial expert, you will play a pivotal part in shaping our organization's financial strategy, ensuring long-term success and stability. This key role requires someone with exceptional leadership skills, business acumen, and the ability to navigate complex financial landscapes.Manage the company's financial accounts,...
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Senior Insurance Sales Leader
3 days ago
Palakkad, Kerala, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878Insurance Sales Leadership OpportunityKey Responsibilities:Strategically recruit and develop a high-performing team of Financial Advisors to drive insurance sales growth.Train, mentor, and motivate Financial Advisors to achieve individual and team sales targets, while providing regular updates on insurance products and sales processes.Conduct frequent...
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Chief Financial Strategist
3 days ago
Palakkad, Kerala, India beBeeController Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Job SummaryThe Controller is responsible for overseeing financial operations, reporting, and compliance across multiple legal entities. This role ensures accurate consolidation, regulatory adherence, and strategic guidance to support business growth and governance.Key ResponsibilitiesPrepare and review monthly, quarterly, and annual financial statements in...
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Senior Financial Strategist
3 days ago
Palakkad, Kerala, India beBeeFinancial Full time ₹ 26,00,000 - ₹ 34,00,000Financial leaders shape the future of our organization by driving strategic financial decisions.We are seeking an experienced Financial Controller to lead and manage our financial operations, with a focus on innovation, excellence, and collaboration.This role demands strong expertise in financial management, including budgeting, forecasting, MIS, final...
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Business Financial Advisor
4 days ago
Palakkad, Kerala, India beBeeFinance Full time ₹ 12,00,000 - ₹ 15,00,000Job Title: Finance SpecialistLocation: Faridabad (On-Site)Department: Finance & AccountsReporting To: ManagementAbout UsOur company is a fast-scaling, disruptive intimate lifestyle brand that's transforming the women's wellness and intimate wear industry with innovative products.We are seeking a Finance Specialist to strengthen our financial operations,...