Financial Planning Jobs in India

As a Finance Advisor, you will play a crucial role in helping clients make informed financial decisions. You will work directly with clients to understand their financial goals and provide tailored guidance.**Key Responsibilities:**- **Client Consultation:** Meet with clients to discuss their financial situations, needs, and goals. This involves listening carefully and gathering relevant information to offer the best advice.- **Financial Analysis:** Analyze clients' financial data and documents to provide insights and recommend suitable financial products or strategies that fit their specific needs.- **Portfolio Management:** Help clients build and manage their investment portfolios, ensuring their choices align with their risk tolerance and financial objectives.- **Market Research:** Stay updated on market trends and financial products to provide clients with the most recent and relevant information.- **Documentation and Reporting:** Prepare reports and documentation related to clients' financial plans, ensuring accuracy and compliance with relevant regulations.**Required Skills and Expectations:**- Strong communication skills are essential to explain financial concepts clearly to clients.- Basic understanding of finance and investment principles is required.- A keen analytical mindset to interpret financial data accurately.- Proficiency in using computers and basic office software, as daily tasks include documentation and reporting.- Ability to work collaboratively in a team environment while also being self-motivated.- A professional attitude and the ability to maintain confidentiality regarding clients' financial information. This role is ideal for someone eager to start their career in finance and who possesses a strong willingness to learn and grow in the industry.

We are looking for a sharp, ownership-driven Chartered Accountant with 3-4 years of post-qualificationexperience to take on a Client Finance Lead role. The incumbent will serve as the primary finance point ofcontact for a portfolio of clients, managing their complete financial operations across multiple jurisdictions.This is a high-visibility, high-impact role that offers direct exposure to fast-scaling, globally-funded businessesand the opportunity to lead and develop a team.Key ResponsibilitiesFinancial & Management Reporting Own end-to-end Financial Reporting for assigned clients across all jurisdictions (US, India,Singapore, Switzerland). Prepare monthly Management Accounts, MIS packs, and Board-level financial reports with insightfulcommentary and variance analysis. Manage period-end close processes including GL review, reconciliations, and consolidation acrossentities. Ensure timely and accurate reporting in accordance with applicable standards (US GAAP / IFRS / IndAS as applicable).Complete Financial Management Act as a Virtual CFO business partner to client leadership teams, providing financial insights tosupport strategic and operational decisions. Lead budgeting, forecasting, and cash flow planning processes for each client entity. Monitor financial performance against KPIs and flag risks and opportunities proactively. Manage the chart of accounts, ERP setup, and accounting infrastructure for client entities.Banking & Treasury Operations Oversee day-to-day banking operations for clients including payment approvals, fund transfers, andbank reconciliations across geographies. Manage relationships with banking partners in India, US, and Singapore. Monitor liquidity positions and coordinate inter-company funding arrangements.Transfer Pricing & Intercompany Manage intercompany transactions, recharges, and settlements across multi-country client structures. Ensure Transfer Pricing policies are in place and compliant with local regulations in all operatingjurisdictions. Assist in preparation and maintenance of Transfer Pricing documentation and benchmarking studies.Multi-Country Statutory Compliance Oversee statutory compliance obligations across India, US, Singapore, and Switzerland, coordinatingwith local advisors and tax consultants as required. Manage Direct Tax, Indirect Tax (GST / VAT / Sales Tax), and payroll compliance across jurisdictions. Ensure timely filing of all statutory returns, annual reports, and regulatory submissions. Coordinate with external auditors for statutory audits across all client entities.Team Leadership Lead, mentor, and manage a team of 4-5 finance professionals, ensuring quality output and timelydelivery across all client engagements. Allocate work across the team, review deliverables, and drive a culture of accuracy andaccountability. Support the development and training of junior team members.Key RequirementsQualifications & Experience Qualified Chartered Accountant (ICAI) with 3-4 years of post-qualification experience. Prior experience in a Virtual CFO firm, Finance Outsourcing, Shared Services, or Big 4 / mid-tier CAfirm handling multi-client or multi-country engagements strongly preferred. Demonstrated experience in financial reporting, compliance management, and client-facing financeroles.Technical Skills Strong working knowledge of Ind AS, US GAAP, and / or IFRS. Familiarity with multi-jurisdiction compliance requirements across India, US, and Singapore. Proficiency in ERP / accounting platforms such as NetSuite, QuickBooks, Xero, or Zoho Books. Advanced Microsoft Excel skills; experience with reporting and BI tools is an advantage. Working knowledge of Transfer Pricing concepts and intercompany arrangements.Soft Skills Strong client management and communication skills - ability to interact confidently with founders,CFOs, and investors. Highly organised with the ability to manage multiple client engagements and deadlinessimultaneously. Proactive, detail-oriented, and solution-focused with a strong sense of ownership. Comfortable working in a fast-paced, entrepreneurial environment with evolving priorities.

We are looking for a motivated Life Insurance Advisor to join our team. In this part-time role based in Chunni Ganj, Kanpur, you will assist clients in understanding life insurance options that best meet their needs. Key Responsibilities:- **Client Consultation**: Engage with clients to discuss their financial goals and needs. Provide personalized advice on suitable life insurance products. - **Policy Knowledge**: Stay informed on various life insurance policies. Be able to explain different coverage options and their benefits to clients clearly.- **Sales Target Achievement**: Work towards meeting sales targets by actively promoting insurance products to potential clients while offering exceptional service.- **Documentation Handling**: Assist clients in completing necessary paperwork and ensure all applications are processed accurately and efficiently.Required Skills and Expectations:Candidates should have strong communication skills to build relationships and effectively explain insurance concepts. A good knowledge of financial products will be beneficial but not mandatory, as training will be provided. The ideal candidate will be self-motivated with a strong desire to help others and the ability to work independently from home. Prior experience in sales or customer service is a plus, but a positive attitude and eagerness to learn will be equally valuable. Flexibility in working hours is essential, allowing you to manage your schedule effectively while meeting client needs.

Bank of Baroda India first life is hiring for financial consultant post. The work is basically on recruitment and team management and handling the financial part like fixed deposit, life insurance and short term long term investment part of the company.

We are seeking a knowledgeable Product Advisor to join our team in Anpara Sonbhadra. The ideal candidate will possess 5 to 11 years of experience and a diploma in a relevant field. This role involves guiding customers through our product range, ensuring they find the right solutions for their needs.Key Responsibilities:- Customer Consultation: Engage with customers to understand their needs and provide tailored recommendations on our products.- Product Knowledge: Maintain up-to-date knowledge of our product offerings, features, and benefits to effectively educate customers.- Sales Support: Assist the sales team by providing product expertise during customer interactions, ensuring a seamless buying experience.- Feedback Gathering: Collect and relay customer feedback to help improve product offerings and service quality.- Training and Development: Share best practices and insights with junior team members, fostering a collaborative learning environment.Required Skills and Expectations:Candidates should possess strong communication skills, enabling them to clearly explain product features. A deep understanding of the industry and market trends is essential to advise customers effectively. Strong problem-solving abilities will help in addressing customer queries and concerns. Additionally, the role demands attention to detail and a customer-first attitude, ensuring that customer satisfaction remains a priority. A proven track record in a product advisory role or related function is highly desirable, as is the ability to work effectively in a team-oriented environment.

We are seeking a Commercial Manager to join our team in the Peenya Industrial Area, ideal for candidates with 2 to 3 years of experience in a relevant field. The role is designed for male candidates, and it allows for a work-from-home setup.**Key Responsibilities:**- **Market Analysis:** Conduct thorough market research to identify new business opportunities, helping the company make informed decisions.- **Client Management:** Build and maintain strong relationships with clients to understand their needs and ensure their satisfaction, which will facilitate repeat business.- **Sales Strategy Development:** Develop and implement effective sales strategies that align with company goals, enhancing overall market competitiveness.- **Financial Oversight:** Monitor and manage the budget and financial forecasts, ensuring the company stays profitable and all expenses are justified.- **Reporting:** Prepare regular reports on sales performance and market trends for senior management, aiding in strategic planning.**Required Skills and Expectations:**Candidates should have a strong foundation in business management, demonstrated through their educational background in fields like B.A., B.Ed., or relevant degrees. Effective communication skills are essential for interacting with clients and team members. The ideal candidate should possess strong analytical skills to assess market trends and data effectively. A proactive approach to problem-solving and the ability to work independently in a remote setting are crucial. Additionally, experience in sales or customer relationship management will be highly regarded.

We are looking for an experienced female General Manager to lead our operations in Ludhiana, India. The ideal candidate will have 5 to 10 years of experience in management and be a graduate. This full-time, office-based role requires strong leadership and organizational skills.Key Responsibilities:- **Strategic Planning**: Develop and implement business strategies to achieve company goals and maximize growth.- **Team Leadership**: Oversee and motivate the team, ensuring effective communication and collaboration among departments.- **Performance Management**: Monitor performance metrics and ensure that all departments meet or exceed their targets.- **Budget Management**: Prepare and manage budgets, ensuring financial objectives are met while controlling costs effectively.- **Stakeholder Engagement**: Build and maintain relationships with clients, suppliers, and partners to foster business opportunities.Required Skills and Expectations:Candidates must possess excellent leadership skills and be able to inspire and guide a team toward achieving company objectives. Strong verbal and written communication abilities are crucial for effective stakeholder engagement. The ideal candidate should have robust analytical skills to evaluate business performance and make informed decisions. A proactive attitude, adaptability, and a strong work ethic are essential in a dynamic environment. Demonstrated experience in managing budgets and overseeing business operations will be highly valued. Finally, the candidate should be comfortable working in a traditional office setting and be able to collaborate effectively with colleagues.

As a Business Analyst, your primary role involves analyzing and improving our business processes to enhance efficiency and support strategic decision-making. You will collaborate with various stakeholders to identify their needs and propose practical solutions.**Key Responsibilities:**- **Requirements Gathering:** Work closely with stakeholders to understand their needs, documenting requirements accurately for further development.- **Process Analysis:** Evaluate existing business processes to identify areas for improvement, ensuring they align with business goals and stakeholder expectations.- **Data Analysis:** Analyze data from various sources to support business decisions and provide meaningful insights that help drive strategy.- **Solution Development:** Collaborate with IT teams to design and implement effective technical solutions that address business requirements while keeping user experience in mind.- **Stakeholder Communication:** Maintain regular communication with stakeholders to provide updates, gather feedback, and ensure their needs are met throughout the project lifecycle.- **Testing and Validation:** Participate in testing phases to verify that developed solutions meet business requirements and perform as intended.**Required Skills and Expectations:**Candidates should have 9 to 15 years of experience in a business analysis role. Strong analytical and problem-solving skills are essential, along with excellent communication abilities to interact effectively with stakeholders at all levels. Proficiency in data analysis and visualization tools, along with knowledge of business process modeling, will be critical. A proactive attitude, attention to detail, and the ability to work independently are key attributes for success in this position. Familiarity with Agile methodologies will be a plus.

We are seeking a dedicated Financial Consultant to join our team in Coimbatore. This role involves guiding clients on financial decisions and helping them achieve their financial goals. Key responsibilities include: 1. **Client Consultation**: Meet with clients to discuss their financial situation, identify needs, and develop personalized financial strategies. 2. **Financial Planning**: Create comprehensive financial plans that may involve investments, savings, and insurance tailored to individual client goals. 3. **Market Analysis**: Stay updated on market trends and financial products to provide clients with the best advice and options. 4. **Portfolio Management**: Monitor client portfolios and recommend adjustments based on performance and market changes. 5. **Report Preparation**: Prepare detailed reports and presentations for clients, summarizing their financial plans and progress toward their goals.Required skills and expectations: Candidates should hold a graduate degree and have at least one year of relevant experience in finance or consulting. Strong analytical skills are essential to assess client needs and market conditions accurately. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. Proficiency in using financial software and tools is expected, along with a commitment to maintaining confidentiality and a high level of professionalism. Self-motivation and time management skills are crucial as this is a work-from-home position. The ideal candidate should also have a strong desire to help clients achieve financial stability and success.

We are looking for a skilled Account Manager to join our team in Nagpur. The ideal candidate should have 2 to 4 years of experience in account management and be ready to work full-time in the office. **Key Responsibilities:**- **Client Relationship Management**: Build and maintain strong relationships with clients to understand their needs and ensure satisfaction. This involves regular communication and addressing any issues promptly.- **Project Oversight**: Manage assigned projects from start to finish, ensuring they meet clients expectations in terms of quality and timeline. This includes coordinating with different teams to ensure smooth execution.- **Reporting and Analysis**: Prepare reports on account performance and provide insights to clients. Analyze data to identify opportunities for improvement and growth.- **Sales Support**: Work closely with the sales team to help identify new business opportunities within existing accounts. Assist in the preparation of proposals or contract renewals when necessary.- **Budget Management**: Monitor account budgets to ensure projects are completed within financial limits. Track expenses and provide clients with transparent financial updates.**Required Skills and Expectations:**The candidate should have strong communication and interpersonal skills to effectively engage with clients and team members. A proactive approach to problem-solving is essential, along with excellent organizational skills to handle multiple accounts. Familiarity with project management tools and software is a plus. The ideal candidate should be a team player who can work independently and is dedicated to achieving client success.

As a Financial Planner, you will play an essential role in helping clients manage their finances and plan for the future. **Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial goals and needs, ensuring personalized advice and planning.- **Financial Analysis:** Review clients financial situations by evaluating their income, expenses, investments, and savings. This analysis helps in identifying strengths and areas for improvement.- **Investment Planning:** Recommend suitable investment options based on clients risk tolerance and goals, helping them to make informed decisions to grow their wealth.- **Retirement Planning:** Assist clients in developing effective retirement strategies to ensure they have adequate savings and investments for their future.- **Budgeting Assistance:** Guide clients in creating budgets that align with their financial priorities, facilitating better money management.- **Regular Monitoring:** Continuously track and review clients financial plans, making necessary adjustments based on changes in the market or clients' life situations.**Required Skills and Expectations:**Candidates should have strong communication skills to build trust and rapport with clients. A keen interest in finance and investment is crucial for success in this role. Attention to detail is essential when reviewing financial documents and creating plans. Basic analytical skills will help in evaluating clients financial conditions effectively. Candidates must be willing to engage in ongoing learning to stay updated on financial trends and regulations. Prior experience is not necessary, but a proactive attitude and a willingness to learn are highly valued.

Join our team as a Financial Advisor and help clients achieve their financial goals. This part-time position allows you to work from home while providing valuable financial guidance to individuals and families.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial situation and goals. This involves asking questions to gather information about their income, expenses, and investment preferences.- **Financial Planning:** Create personalized financial plans that align with clients objectives. You will analyze their financial status and recommend suitable investments, savings strategies, and debt management options.- **Market Research:** Stay informed about market trends and economic conditions to provide clients with up-to-date advice. This includes analyzing financial products and understanding how changes in the market may affect client portfolios.- **Ongoing Support:** Offer continuous support and advice to clients as their financial needs change. This may involve regular check-ins and adjustments to their financial plans based on life events or market changes.- **Compliance Adherence:** Follow all relevant regulations and enhance trust with clients by ensuring that your advice follows ethical guidelines and legal standards.**Required Skills and Expectations:**Candidates should have strong communication and interpersonal skills to build relationships with clients. A keen analytical mindset will help in understanding financial data. Previous experience in finance is a plus, but not mandatory, as we welcome fresh talent. Candidates must also display a willingness to learn and adapt in a dynamic field.

As a Financial Consultant, you will play a vital role in guiding clients to achieve their financial goals. Your primary responsibilities will include:- **Client Consultation**: Meet with clients to understand their financial situation and goals, providing personalized advice tailored to their needs.- **Financial Planning**: Develop comprehensive financial plans that cover various aspects, such as budgeting, investments, and savings strategies to help clients reach their objectives.- **Market Research**: Stay updated on market trends and financial products to offer informed recommendations that best suit your clients needs.- **Investment Analysis**: Assess the risks and benefits of different investment options, guiding clients in making sound decisions regarding their portfolios.- **Regulatory Compliance**: Ensure that all financial advice complies with legal regulations and industry standards to protect clients and the company.To succeed in this role, you should meet the following requirements:- A completed 12th-grade education is necessary; higher education in finance or a related field is an advantage.- Strong communication skills are essential for explaining complex financial concepts simply and clearly to clients.- Basic knowledge of finance and investment principles is expected, with a willingness to learn and grow in the industry.- Excellent analytical skills to assess data, market trends, and client needs accurately.- A strong sense of ethics and integrity to maintain client trust and confidentiality in all financial dealings.

Job Title: Financial Planner / Distribution Manager/Financial AdvisorJob Summary:We are looking for a highly motivated and results-driven individual for the Financial Planner/Distribution Manager in our team. The ideal candidate will be responsible for managing and growing our distribution network, developing and executing business strategies, and achieving sales targets.Key Responsibilities:- Manage and grow the distribution network- Develop and execute business strategies to achieve sales targets- Build and maintain relationships with channel partners and customers- Identify and capitalize on new business opportunities- Analyze market trends and competitor activity- Ensure compliance with regulatory requirements and company policiesDesired Skills and Qualifications:- Graduate/Postgraduate degree in any discipline- Open for Freshers & Experienced- Excellent communication, interpersonal, and leadership skills- Strong analytical and problem-solving skillsWhat We Offer:- Competitive compensation and benefits package- Oversee operations including Advisor Recruitment, Training and Development- Opportunities for career growth and development- Comprehensive training and support- Collaborative and dynamic work environmentHow to Apply:If you are a motivated and results-driven individual looking to start your career or looking for a change, please submit your resumeIRDA LICENCING EXAM HAS TO BE CLEARED BY CANDIDATES JOINING AS A FINANCIAL ADVISORIRDA EXAM FESS - 567 INR

As a Sales Development Manager, you will play a key role in driving the growth of our sales team and expanding our customer base. Your responsibilities will include the following:- **Lead Generation**: Identify and pursue new business opportunities through research and outreach, helping to grow the company's customer list.- **Customer Engagement**: Establish and maintain relationships with potential clients by reaching out through calls, emails, and meetings to understand their needs and introduce our services.- **Sales Strategy Development**: Collaborate with the sales team to create effective strategies that support lead generation and conversion, ensuring alignment with the companys goals.- **Market Analysis**: Conduct research to monitor market trends and competitor activities, providing insights that will inform decision-making and strategy adjustments.- **Performance Tracking**: Monitor and analyze sales metrics to evaluate performance against targets, ensuring continuous improvement of sales processes.Candidates for this position should possess strong communication and interpersonal skills, allowing you to effectively engage with clients. A basic understanding of sales principles and practices is essential. You should be self-motivated, goal-oriented, and capable of working independently in a fast-paced environment. Organizational skills will be crucial to manage multiple leads and tasks efficiently. A degree in fields such as B.A, B.C.A, B.B.A, or related areas will be advantageous, along with a willingness to learn and adapt to evolving market demands.

Were Hiring: Finance Analyst (Chennai-Remote) Are you passionate about turning financial data into actionable insights? Do you thrive in multinational environments and enjoy simplifying complex analytics for business impact?We are looking for a Business Analyst to join our Finance team. The ideal candidate will bring: Expertise in financial modeling, budgeting, forecasting, and variance analysis Hands-on experience with ERP systems (SAP), Power BI, and advanced Excel 5+ years in Finance (Controller / FP&A roles) within manufacturing or industrial B2B sectors Strong interpersonal skills and the ability to balance strategic goals with execution realities Qualifications: CPA / MBA in Finance or Economics Industry Experience: Manufacturing, Industrial Production, Building Materials EngineeringIf youre solution-oriented, data-driven, and ready to champion new tools and frameworks, wed love to hear from you!

Important Eligibility This role is only for candidates with prior experience in a CA firm or consulting practice(Big4 or mid-tier) Applicants from corporate/industry indirect tax departments will not be considered.Key Responsibilities1. GST Litigation & Representation Manage assessments, departmental proceedings, and appeals achieving favorableoutcomes through strong technical expertise and effective representation. Coordinate with GST authorities to ensure timely and efficient resolution of disputes.2. GST Advisory & Structuring Provide strategic advisory on complex GST matters, including classification, valuation,input tax credit, and cross-border transactions. Deliver practical solutions to tax challenges through in-depth analysis of legislation andjudicial precedents. Conduct training sessions and knowledge-sharing programs on GST updates, case lawanalysis, and compliance best practices to enhance team capability. Advise on ERP-related GST implementation and reporting issues, recommendingprocess improvements for better accuracy and compliance.3. GST Compliance & Refunds Review GST Audits (Form 9&9C) for diverse entities Handle end-to-end GST refund processes, from documentation to coordination withauthorities. Oversee GST compliance and timely filing of GSTR-1, GSTR-3B across business verticals. GST Registrations: Managed end-to- end GST registration processes, ensuring timely andaccurate completion for clients in various sectors.Who Were Looking For Qualified Chartered Accountant (CA) or Semi-qualified CA with over 3 years of post-articleship experience in GST practice. Mandatory: Experience in a CA firm / consulting practice (Big4 or mid-tier) In-depth knowledge of Indirect Tax Laws, Compliance Management, Advisory andPlanning, Audit and Litigation Management Proven ability to lead teams of 3+ professionals and manage client relationships. Strong proficiency in legal and technical drafting. Strong communication and client engagement skills.