Financial Planner Jobs

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.

We are looking for 5 Financial Planner Posts in Guwahati, Rangia, Kamrup, with deep knowledge in Financial Services, Leadership and Required Educational Qualification is : B.A, B.Com

Are you looking for a job as a Financial Planneran exciting role with great career growth and development opportunities.

[Conduct financial assessmentsProvide personalized adviceAssist with retirement planningHelp with risk management Educate clients on financial literacy and investment strategiesManage client relationshipsAdapt plans as needed

Aryu Enterprises is hiring for the role of Financial Analyst!Responsibilities:Oversee the registration process and ensure accurate and timely filing of monthly GST returns.Manage issuance and renewal of digital signatures, and generate and manage e-way bills for goods movement.Assist with the application, management, and updating of PAN, TAN, and MSME registrations.Analyze financial data, conduct financial modeling, and prepare reports such as balance sheets and profit & loss statements.Assist in budgeting and forecasting processes, providing financial insights and recommendations.Maintain accurate financial records, process invoices, receipts, payments, and perform day-to-day accounting entries.Perform audits, resolve discrepancies, and ensure compliance with financial regulations and standards.Stay up-to-date with changes in financial regulations and standards.Collaborate with internal teams to ensure proper coding of expenses and revenues.Qualifications:Bachelor's degree in Finance or Accounting.1-2 years of relevant experience.Strong understanding of GST and related financial regulations.Attention to detail and strong organizational skills.

Join our team as life insurance advisors.you will play crucial role in helping individuals and families secure their financial future through our market leading lifel insurance products

JOB PROFILE:We are recruiting financial planner to be trained, developed and promoted on the different aspects of business management, viz. Sales & Marketing Operations of management positions within the organization for our new expansion plans in INDIA to work with our renowned clients.As a Trainee Manager, Every selected candidate has to undergo our ENTREPRENEURSHIP TRAINING MODULE which has been successfully implemented globally BDM-BUSINESS DEVELOPMENT MANAGER(entrepreneurship)After the successful completion of the training the selected candidate will be heading one of our strategic business unit with 20-25 people and serving one clients as a business development manager / Financial planner.Great Reasons to join us:1) National and International Travel Opportunities2) Career & financial Progression3 Reward and Recognition4) Opportunity to Run Your Own Business.Salary package 15000/- to 50000/- ( varies)Interested candidates can drop there CV on below no. +91 84840 54599

We are looking for 100 Financial Planner Posts in Kannur Cantonment Kannur with deep knowledge in Communication Advisor,Finance Advisor,Financial Analysis,Planning Skills,Financial Planner and Required Educational Qualification is : Higher Secondary, Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Ed, BDS, BAMS, Bachelor of Hotel Management, B.Pharma, B.Tech, MBBS, Other Bachelor Degree, Some Tertiary Coursework, Ph.D/Doctorate, MPHIL, Other Doctorate Degree, DM/Doctorate of Medicine

Minimum Requirements Previous experience in financial planning/services industry Good technical knowledge of financial products and financial services sector Excellent report writing skills Excellent Communication skills Knowledge & Skills Strong understanding of financial planning. Competent in Microsoft Office Strong Communication skills. Excellent attention to detail and the ability to work both quickly and accurately.Role Dimensions Preparation of suitability reports for approval by the Financial Adviser and prepare associated documentation as required. Responsible for day-to-day paraplanning tasks identifying whats required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report. Research on products and investment strategies. Any client related communications are required to be recorded on the clients file in clear and intelligible English. Attend client meetings. Provide support with administrative functions when required. Liaise with product providers to acquire any information that may be required. Train the less experienced team members. Ensure all regulatory and compliance standards are met. Commit to personal development and keeping knowledge up to date with the new legislative changes.

Responsible for entire supply chain & logisticso Recruitment of and having a proper dispatch & logistics teamo Review open POs and follow up with concerned functions for timely closure - Coordinating with the production team with respect to the orders and ensuring timely and quality dispatcheso Responsible for maintaining healthy relationships across all teams within the planto Responsible for maintaining healthy working relationship with the Transporters and ensure vehicle / vessel availabilityo Having a good networking and understanding with customers o Having good networking with the suppliers / vendors Support the other departments with queries about commercial processes Minimizing wastages and opportunity costs thereby contributing to higher profits and efficiencies o In charge of effective and efficient procurement contributing to savingso Responsible for custody and control of inventory of all finished goods and packing material - In charge of efficient & effective stores, warehousing and logistics - leading to cost savingso Controlling overheads. To track performances on a regular basis and drive attention to key performance indicatoro Responsible for month end closing activity and reporting - Review and track spending and savings, and provide timely reports to the management Responsible for all statutory compliances with respect to the plant (excluding Production & HR) including financial compliances like EPR, ESH, Fire, Safety, GST, Billings, BL, Documentation and all other statues. To facilitate the interactions with the various authorities like Dept of Industries, PCB and other concerned departments, etc Ensuring proper billing, accounting and documentation. Recording and maintaining all important data and information Manage commercial risks and devise strategies to overcome them

The Factory Outlet Incharge at Atithiya Clothing Company is responsible for overseeing all operations at the retail outlet, including managing staff, handling inventory, and ensuring customer satisfaction. They are in charge of scheduling and training employees, merchandising and displaying products, and implementing sales strategies to drive revenue. The Outlet Incharge must also maintain a clean and organized store environment, adhere to company policies and procedures, and report any issues or concerns to upper management.

1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company

A Financial Adviser is a professional who provides strategic advice on a range of financial products and services. They assess clients financial situations, develop personalized financial plans, and guide them in making profitable and secure decisions

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.

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

*Client Acquisition * client servicing *Cold Calling *Marketing and selling life insurance products *

Primary Responsibilities:- Collaborate with advisers to receive task assignments and understand project requirements. - Accurately document task requests in the Smart Sheet for seamless task tracking. advisers, ensuring alignment with the provided advice.- Review End Users' details to identify any missing information and initiate corrective actions- Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.- Liaise with Advisers to seek clarifications or obtain additional information as needed.- Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights. Minimum Requirements: Graduate/Postgraduate in finance or a relevant degree. Freshers/experienced candidates are welcome to apply. Strong background in financial planning, investment, and insurance. Exceptional command over the English language Profound understanding of the financial planning process. Meticulous attention to detail. Excellent report-writing skills. Ability to work independently, manage multiple tasks, and meet deadlines.Knowledge & Skills: Possession of a Certified Financial Planner (CFP) designation is a definite advantage. Additional certifications from reputable institutions such as FPSB, NCFM, etc., are preferred. Outstanding verbal and written communication skills. Proficient in using MS Word and Excel. Sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areasAbout Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

Relationship Manager - Invenzee Buildcap Fintech Pvt.Ltd.About Us:Invenzee Buildcap Fintech Pvt. Ltd. is a leading financial services company headquartered inIndore, India. We are a sub-broker of Axis Securities, empowering individuals to take controlof their financial futures by providing access to the stock market through convenient andaffordable demat accounts. We also offer a range of other services including portfoliomanagement services (PMS), mutual funds, and more.About the Role:We are seeking a motivated and results-oriented Relationship Manager to join our growingteam. In this role, you will be responsible for building and nurturing relationships withprospective and existing clients, educating them about investment options, andencouraging them to open demat accounts and actively invest in the stock market.Responsibilities: Develop and implement strategies to acquire new clients through outbound callsand other lead generation activities. Establish rapport and trust with potential clients by understanding their financialgoals and risk tolerance. Effectively explain the benefits of opening a demat account and investing in thestock market. Present various investment options, including equities, mutual funds, and PMS,tailored to client needs. Guide clients through the account opening process and ensure a smoothonboarding experience. Maintain regular communication with clients, providing ongoing support andaddressing their queries. Monitor client accounts and recommend suitable investment strategies for longterm growth. Achieve individual and team targets for new account openings and tradingactivity.Sc fddfd fd fbgriobjgbjgongif gd fd df df fd gf fg gf g gQualifications: Bachelor's degree in Business Administration, Finance, or a related field. Minimum 1-3 years of experience in sales or a client-facing role, preferably within thefinancial services industry. Excellent communication, interpersonal, and presentation skil

UG / PG Degree (With Financial Background) 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 Intervals.ADDITIONAL SKILLS REQUIRMENTAfter 6 months of probationary period, depending upon the performance salary will be hiked and allowances will be given.

1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company

1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company

Job Role: Para Planner/Financial PlannerExperience: Fresher/ExperienceLocation: NashikShift: Morning Shift/AUS shiftMinimum Requirements1. Graduate/Postgraduate in finance or relevant degree.2. Minimum 1-year experience within the financial planning/Investment/Insurance.3. Understanding of the financial planning process.4. Attention to detail.5. Good report writing skills.6. Strong command over English.7. Ability to work independently and multitask.Knowledge & Skills1. CFP an added advantage.2. Any additional certifications from FPSB, NCFM etc preferred.3. Sound communication skills.4. Experience using MS-word and excel.5. Strong technical knowledge including insurance, mutual funds, trusts, taxation ect.Primary Responsibilities1. Receiving the task from the Advisers2. Capturing the task request into the Smart sheet3. Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)4. Review of End Users details to determine missing information5. Data Collection - Determining & collection of additional information (super & insurance research activity)6. Contacting the adviser for clarification / additional information7. Report Generation & editing