Financial Planner Jobs

Financial Advisor at Axis Max Life Insurance

We are seeking a Planning Manager with 5 to 11 years of experience to oversee and enhance our project planning processes in Hyderabad. The ideal candidate is a strategic thinker with strong organizational skills who can effectively lead a team and coordinate across departments.Key Responsibilities:1. **Project Planning**: Develop comprehensive project plans that outline timelines, resources, and budgets. Collaborate with stakeholders to ensure alignment with business objectives.2. **Team Leadership**: Supervise and mentor the planning team to improve performance. Encourage collaboration and provide guidance to maximize team effectiveness.3. **Data Analysis**: Analyze historical data and current trends to forecast project requirements. Use insights to support decision-making and identify areas for improvement.4. **Cross-Department Coordination**: Work closely with other departments, such as finance and operations, to ensure that all planning aligns with overall company goals and strategies.5. **Reporting**: Prepare regular reports on project status, resource utilization, and potential risks. Present findings to senior management and recommend actions as needed.Required Skills and Expectations:The ideal candidate should possess a graduate degree with proven experience in project planning and management. Strong analytical skills, proficiency in planning software, and excellent communication skills are essential. The candidate must demonstrate the ability to work independently and as part of a team, adapting to changing priorities effectively. A detail-oriented approach and problem-solving mindset are crucial for success in this role. Additionally, the candidate must be willing to work full-time from the office in Hyderabad.

Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.

Partnership Opportunity - Insurance, Loans & Mutual FundsIf you refer clients to us who are interested in insurance, loans, or mutual fund investments, you can earn an attractive commission.Your role is simple:You only need to connect us with people who are looking for these financial services. Our team will handle the complete consultation, documentation, and processing.Commission Structure:You will receive 60% of the commission generated from the business you refer.Example:If a policy or financial product generates a commission of 1,00,000, you will earn 60,000 as your share.This is a great opportunity for anyone who has a network of people looking for financial planning, loans, or investment solutions.You only bring the client leads - we handle the rest.

Build a Career with a Legacy: Join Shri Ram Life Insurance as a Financial AdvisorAre you looking for a career that combines financial growth with the noble goal of protecting families? Shri Ram Life Insurance, a name synonymous with trust and integrity, is looking for ambitious and empathetic individuals to join our team of Financial Advisors.Why Choose a Career with Shri Ram Life Insurance?As a Financial Advisor, you aren't just selling a policy; you are providing a safety net for a family's future. Here is why this path is rewarding:Unlimited Earning Potential: Your income is directly tied to your hard work. Benefit from an attractive commission structure and performance-based bonuses.Flexible Work-Life Balance: Be your own boss. You have the freedom to set your own hours and work at your own pace.Comprehensive Training: No prior experience in insurance? No problem. We provide world-class training and mentorship to help you master the art of financial planning.Respected Brand: Leverage the power of the Shri Ram brand, a household name known for its deep roots in Indian values and customer service.Career Growth: This is more than a job; it's a professional journey. We offer clear pathways for those looking to move into leadership and management roles.What You Will DoConsult & Advise: Understand the unique financial needs and goals of your clients.Provide Security: Recommend tailored life insurance solutions that offer long-term protection and savings.Build Relationships: Act as a lifelong partner to your clients, helping them navigate their financial milestones.Who We Are Looking ForWe value character and ambition above all else. You are an ideal candidate if:You are a natural communicator who enjoys meeting new people.You have a strong desire to achieve financial independence.You are passionate about helping others secure their future.You hold a minimum qualification of 10th or 12th standard (depending on specific regional requirements).

We are looking for a motivated Financial Advisor to join our team in Visakhapatnam. This is a full-time office-based position suited for individuals with 1 to 7 years of relevant experience. Ideal candidates should come from a strong educational background in fields such as B.Com, B.Sc, B.E, MBBS, Chartered Accountant, I.C.W.A, or possess a professional degree.**Key Responsibilities:**- **Client Consultation:** Meet with clients to assess their financial needs and goals, helping them understand their options and making informed decisions.- **Financial Planning:** Develop comprehensive financial plans that detail strategies for investments, savings, and spending aligned with clients' objectives.- **Investment Advice:** Offer informed recommendations on suitable investment opportunities based on market trends and clients' risk tolerance.- **Monitoring Portfolio Performance:** Regularly review and analyze clients financial portfolios to ensure alignment with their goals and suggest adjustments as necessary.- **Regulatory Compliance:** Stay updated on financial regulations and ensure all practices comply with relevant laws and standards.**Required Skills and Expectations:**Strong communication and interpersonal skills are essential for building trust and rapport with clients. The ability to analyze complex financial information and provide clear explanations is crucial. Candidates should have a good understanding of investment products and financial markets. Proficiency in financial planning software and tools is preferred. A commitment to continuous learning and professional development is expected to keep pace with industry changes and client needs.

A Finance Analyst is responsible for analyzing financial data, preparing reports, and helping organizations make informed business decisions. They evaluate financial performance, identify trends, and provide recommendations to improve profitability and efficiency.Key Responsibilities:Analyze financial statements, budgets, and forecasts.Prepare monthly, quarterly, and annual financial reports.Monitor company expenses and revenue trends.Assist in budgeting and financial planning.Conduct financial modelling and data analysis.Identify cost-saving opportunities and financial risks.Support management with financial insights for decision-making.Ensure compliance with financial regulations and company policies.Work with different departments to collect financial data.Required Skills:Strong analytical and problem-solving skillsKnowledge of financial reporting and accounting principlesProficiency in Microsoft Excel and financial softwareAttention to detail and accuracyGood communication and presentation skillsAbility to interpret complex financial dataEducational Qualification:Bachelors degree in Finance, Accounting, Economics, or Business AdministrationCertifications like CFA, CPA, or CMA (optional but preferred)Experience:13 years of experience in finance, accounting, or data analysis (for junior roles).Contact Person: Rakesh HRContact Number: +91 9003745749Experience: 0 - 4+ YearsLocation: CoimbatoreTimings: 09.30 AM - 06.30 PM

Job Roles & Responsibilities:Manage and oversee the companys financial records and accounting processes.Prepare financial statements, reports, and budgets.Ensure compliance with taxation laws including GST, TDS, and other statutory regulations.Handle income tax filings, audits, and financial compliance.Monitor cash flow, financial planning, and cost control.Coordinate with auditors, tax consultants, and regulatory authorities.Conduct financial analysis and provide strategic financial advice to management.Ensure proper documentation and maintenance of financial records.Required Qualifications & Skills:Qualified Chartered Accountant (CA).Strong knowledge of accounting principles, taxation, and financial regulations.Experience with accounting software and financial reporting tools.Strong analytical and problem-solving skills.High attention to detail and organizational skills.Good communication and interpersonal abilities.

The Finance Manager will be responsible for end-to-end finance and accounting operations across EBG Groups multi-brand businesses. The role will oversee banking, vendor payment cycle, receivables management, financial reporting, statutory compliance, capital expenditure evaluation, ERP governance, working capital optimisation, internal controls, and structured tracking of customer investments. This is a hands-on leadership role requiring strong expertise in Indian accounting practices, regulatory compliance, operational finance governance, and financial performance management.Key ResponsibilitiesBanking & Cash Flow Management-Monitor daily bank balances across all group accounts-Prepare consolidated cash position and liquidity reports-Plan fund allocation aligned with operational and statutory commitments-Ensure timely and accurate bank reconciliations-Review high-value transactions before execution-Strengthen maker-checker control in payment setup-Prevent duplicate, unauthorised, or policy deviations in payments-Track fund utilisation across brands and departments-Monitor banking charges and optimise banking relationshipsVendor Management & Purchase Cycle Control-Oversee vendor onboarding and KYC documentation validation-Ensure purchase approvals are aligned with budgets-Validate invoices against approved purchase orders and supporting documents-Implement and monitor structured purchase-to-payment controls-Conduct vendor reconciliations on a periodic basis-Monitor vendor ageing and optimise payment cycles-Ensure GST accuracy and input tax credit reconciliation-Strengthen audit trail for all outgoing paymentsRevenue & Receivables Management-Ensure structured billing and timely invoicing-Monitor receivables ageing and drive collection follow-ups-Track store-wise and brand-wise revenue realisation-Review credit notes and revenue adjustments for accuracy-Improve debtor turnover and cash conversion cycle-Reconcile customer ledgers periodicallyAccounting & Financial Reporting-Lead monthly, quarterly, and annual financial closing processes-Review journal entries and general ledger scrutiny-Ensure reconciliation of all balance sheet accounts-Oversee fixed asset accounting and depreciation schedules-Review accruals, provisions, and adjustments-Prepare and review P&L, Balance Sheet, and Cash Flow statements-Ensure financial data integrity and reporting accuracy-Maintain documentation readiness for auditsWorking Capital & Liquidity Management-Monitor receivables, payables, and cash flow cycles-Prepare structured cash flow forecasts-Identify liquidity risks and propose mitigation measures-Improve working capital efficiency across brandsCapital Expenditure (Capex) Review & ROI Analysis-Evaluate all Capex proposals prior to approval-Conduct financial feasibility studies and profitability analysis-Calculate ROI, IRR, and payback period for investments-Track actual performance against approved projections-Maintain Capex register and approval documentation-Identify underperforming assets and recommend corrective actionsInvestment Portfolio Tracking & Reporting-Establish structured tracking for customer investment programs-Maintain investor-wise ledgers and reconciliations-Track investment inflows, outstanding obligations, and payout schedules-Reconcile investment balances with bank statements-Prepare management reports on investment exposure and liabilities-Strengthen documentation and internal controls over investor fundsStatutory Compliance-Ensure GST compliance including return filings and reconciliations-Oversee TDS deductions, payments, and filings-Monitor statutory dues and compliance calendar adherence-Coordinate with statutory, tax, and internal auditors-Address audit observations and implement corrective measuresERP & Systems Governance-Ensure disciplined use of ERP systems across brands-Maintain structured Chart of Accounts-Validate transaction postings and system reconciliations-Align ERP data with banking and accounting records-Improve reporting automation and system-based controlsInternal Controls & Governance-Enforce approval workflow compliance across departments-Identify process gaps and implement corrective controls-Strengthen finance SOPs and documentation standards-Improve reporting timelines and accountability mechanisms-Reduce financial leakages and improve transparencyTeam Leadership & Supervision-Supervise finance and accounting team members-Review bookkeeping accuracy and reconciliation discipline-Provide guidance on compliance and reporting standards-Drive accountability and performance within the finance teamTechnical Skills-Advanced MS Excel (Financial Modelling, Data Analysis, Pivot Tables)-Hands-on experience with Zoho ERP-Hands-on experience with Tally ERP-Strong financial reconciliation and reporting capability-Sound knowledge of Indian accounting standards and tax complianceCore Competencies-Strong ownership and accountability mindset-High integrity and control orientation-Analytical and data-driven decision-making capability-Commercial understanding of operational businesses-Ability to manage high transaction volumes-Leadership and stakeholder management skills

A Financial Advisor is a professional who helps individuals and businesses manage their finances effectively to achieve short-term and long-term goals. They assess clients financial needs, income, expenses, assets, and liabilities to create personalized financial plans. A financial advisor provides guidance on investments, savings, insurance, retirement planning, tax strategies, and wealth management.They analyze market trends, recommend suitable financial products, and explain risks and benefits clearly to clients. Advisors build strong relationships by understanding clients life goals such as buying a home, childrens education, or retirement security. Regular portfolio reviews and performance monitoring are key responsibilities to ensure plans stay aligned with changing financial situations.A financial advisor must have strong communication, analytical, and problem-solving skills. Knowledge of financial markets, regulations, and investment tools is essential. Trust, integrity, and client confidentiality are critical in this role. Ultimately, a financial advisor helps clients make informed financial decisions and build long-term financial stability and wealth.

Analyzing Client Requirements.Collecting required Financial Data.Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).Feasibility Analysis to achieve dream.Preparation of Financial Reports.Portfolio Review of Client at Regular Intervalse.

Job Requirements & Desired Skills:Excellent communication skills with students and international overseas agenciesStrong verbal and written communication skillsKnowledge of Tamil, English, and Malayalam (mandatory)Good interpersonal and counseling skillsBasic knowledge of study abroad procedures and financial documentationAbility to handle multiple clients and maintain records properlyComputer knowledge (MS Office, email communication, online applications)Professional and polite behavior

Key Responsibilities Lead financial planning, budgeting, and fund monitoring Ensure compliance with FCRA, Income Tax, PF, and JJ Act requirements Coordinate and manage internal and external audits Strengthen and monitor internal control systems Ensure proper utilization and reporting of donor funds Oversee statutory filings and compliance with state and central government norms Manage day-to-day accounting operations using Tally or equivalent software

We are looking for a dynamic and result-oriented Financial Advisor to provide investment guidance and financial planning services to clients. The candidate will be responsible for acquiring new clients and managing their investment portfolios. Key Responsibilities:Identify and acquire new clients for investment productsProvide financial planning and wealth management advicePromote mutual funds, insurance, bonds, and other investment productsMaintain and grow Assets Under Management (AUM)Build long-term client relationshipsAchieve monthly and yearly revenue targets Required Skills:Strong communication and convincing skillsKnowledge of investment products and financial marketsClient handling & relationship management skillsTarget-oriented and self-motivated

The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and financial management.