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Financial Planner Job Vacancies in Mumbai

Client Service Associate

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner
Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.
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Financial Planner (Female)

V-Financial Services

Financial Planning Financial Reporting Investment Planning Equity Dealer
We are Urgently Looking for Financial Planner. for Job Description Please Visit the Career Page of the Following :. Its Work from Office Role Only
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Financial Controller

Satvam Consulting Private Limited

  • 7 - 13 yrs
  • Mumbai
IFRS GAAP Taxation Accounting Financial Controller Financial Analyst Financial Planner Walk in
Candidate who can join at short notice will be preferred.8+ years of progressive accounting and finance experience is required. At least 3 years of Big 4 or reputable public accounting experience is strongly desiredLocation: AndheriResponsibility: Accounting & Finance OperationsFinancial Planning & Analysis and Business PartnershipCompliance, Taxation & Regulatory Reporting.Qualifications & SkillsChartered Accounting designation in India Subject matter expert on Indian GAAP with the ability to research and analyze new and proposedaccounting guidance. Strong technical knowledge in IFRS is desired. Detail oriented, hands-on, superior analytical and problem-solving skills with ability to synthesizecomplex issues into actionable points Exceptional organizational and time management skills with ability to manage competing priorities andmeet deliverables while building relationships with all stakeholders Leadership and people management skills with ability to lead, motivate and engage all stakeholders Excellent communication skills Excellent project and change management skills Highly proficient in Microsoft Office tools especially Excel (intermediate to advanced level) Knowledge of ERP software preferably Oracle NetSuite.
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