Senior Financial Advisor

7 days ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 1,50,000 - ₹ 28,00,000
Job Opportunity

The Affluent Relationship Manager will be responsible for managing relationships with affluent clients, providing them with personalized financial solutions, and ensuring the highest level of customer satisfaction.

Key Responsibilities
  • Develop and maintain strong client relationships to understand their financial needs and provide tailored solutions.
  • Analyze client data and market trends to identify opportunities for investment and growth.
  • Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
  • Prepare reports and presentations for clients, highlighting performance and strategies.
  • Stay updated on industry trends, products, and regulations to offer informed advice to clients.
Requirements
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 5-10 years of experience in banking or financial services, preferably in client relationship management.
  • Strong analytical skills with the ability to interpret financial data and market trends.
  • Excellent communication and interpersonal skills to build rapport with clients.
  • Proficiency in financial software and tools, as well as Microsoft Office Suite (Excel, PowerPoint, Word).
  • Ability to work independently and as part of a team, managing multiple client portfolios effectively.

This role offers a unique opportunity to make a meaningful impact in the lives of affluent clients. If you have a passion for building long-term relationships and delivering exceptional service, we encourage you to apply.

  • Financial Advisor

    5 days ago

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

    Role OverviewWe are seeking an experiencedFinancial Advisorto join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance.Key ResponsibilitiesBuild...

  • Senior Sales Advisor

    2 weeks ago

    Delhi, Delhi, India Aditya Birla Fashion and Retail Ltd. Full time

    Job Description#Hiring#RalphLauren#DelhiNCRSales Advisor/Senior Sales Advisor

  • Financial Advisor Specialist

    2 weeks ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

    About Our Financial Expert RoleJob Description:We offer a fulfilling career as a financial advisor, where you will have the opportunity to make a meaningful impact on clients' lives by providing personalized financial solutions.Key Responsibilities:Develop in-depth understanding of our approach to effectively align client needs with tailored financial...

  • Senior Financial Planner

    1 week ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 20,00,000

    Financial Professional RoleThe role of a Financial Advisor is to provide expert guidance and tailored financial solutions to clients.A key responsibility is conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position.Effective implementation and progress monitoring of...

  • Senior Financial Analyst

    2 weeks ago

    Delhi, Delhi, India Gallagher & Mohan Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position Overview: As a Senior Financial Analyst, you will play a pivotal role in delivering sophisticated financial analysis and modeling, focusing on Argus Enterprise software and Discounted Cash Flow (DCF) methodologies. Your expertise in these areas will be complemented by your advanced skills in Microsoft Excel, allowing you to craft comprehensive...

  • Senior Financial Leader

    6 days ago

    Delhi, Delhi, India beBeeFinancial Full time US$ 90,000 - US$ 1,20,000

    Job DescriptionThis is an exciting opportunity to join a dynamic and fast-paced organization as a Senior Financial Controller. In this role, you will be responsible for the financial controllership of our Indian entities.You will ensure proper books and records for all financial transactions, timely and accurate reporting of monthly P&L, balance sheet and...

  • Associate / Senior Associate - Investment Banking

    2 weeks ago

    Delhi, Delhi, India Corporate Financial Advisory Services Firm Full time US$ 60,000 - US$ 1,20,000 per year

    ResponsibilitiesFinancial Analysis & Modelling: Develop financial models for potential transactions, alongside preparing a valuation thesis using various methodologies including DCF, comparable company analysis, and precedent transactions.Market Research & Strategic Insights: Conduct in-depth industry research and competitive analysis to identify market...

  • Commercial Advisor

    2 weeks ago

    Delhi, Delhi, India kimbocorp Full time US$ 60,000 - US$ 1,00,000 per year

    We are changing the way people build and own businesses Today, the best companies are built by people living in the world's largest cities. We're making it easier than ever for anyone to build a feasible commercial venture, wherever they live, with only meritocratic individuals recommended by our recommendation engines. All without the upfront cost and...

  • Senior Financial Professional

    6 days ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 25,00,000

    Senior Financial ProfessionalWe are seeking an experienced Senior Financial Professional to excel in financial operations. As a Senior Financial Professional, you will be responsible for strategic forecasting, dynamic budgeting, and comprehensive reporting across multiple product lines.The ideal candidate will possess 6+ years of experience in finance and...

  • Senior Financial Strategist

    1 week ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

    Senior Financial StrategistJob Description:We seek a seasoned Senior Financial Strategist to drive our financial growth by developing and executing comprehensive financial strategies for renewable energy projects.The ideal candidate will have extensive experience in financial strategy, capital structuring, and fund-raising. A proven track record of success...