Array ( [0] => financial-planning [1] => delhi-ncr ) Financial Planning Jobs in Delhi NCR,Financial Planning Job Vacancies in Delhi NCR
52

Financial Planning Job Vacancies in Delhi NCR

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  • 0 - 6 yrs
  • Nehru Place Delhi
Financial Planning Leadership Relationship Manager Wealth Management Life Insurance Advisor Financial Services
We are looking for ambitious individuals to join our team as Wealth Management and Financial Consultants. This is a unique entrepreneurial opportunity designed for those who want to build their own business with zero capital investment and unlimited earning potential.Key ResponsibilitiesFinancial Advisory: Educate and guide clients on various financial products, including Marriage Plans, Saving Plans, Retirement Pension Plans, and Market-Linked Plans (ULIPs).Network Utilization: Leverage your personal and professional network to provide customized financial protection and wealth creation consulting.Portfolio Management: Help families and individuals secure their future through strategic financial planning (Children's education, marriage, and retirement).Business Development: Operates with an entrepreneur mindset to expand your client base and advisory team.Candidate RequirementsEducation: Graduate / Chartered Accountant (CA) / Retired Professionals / MBA.Experience: Prior experience in Sales, Industrial Sales, or Finance is a plus, but not mandatory.Skills: Excellent communication skills, networking ability, and a self-motivated Business Owner attitude.Mindset: Interest in socio-entrepreneurship and helping others achieve financial security.What We Offer (Benefits)Zero Investment: Start your professional journey without any upfront costs.High Earning Potential: No fixed salary cap; earnings are based on performance and commissions.Flexibility: Work-from-home, part-time, or freelance options available to suit your schedule.Global Recognition: Opportunity to achieve international benchmarks like MDRT (Million Dollar Round Table).Training & Support: Comprehensive professional training and mentorship provided by industry experts.
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  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Netaji Subhash Place Delhi
Financial Services Financial Planning
Financial Advisor at Axis Max Life Insurance
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Hiring For Portfolio Manager

Shivay HR Consulting

  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
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.
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  • Fresher
  • Pitampura Delhi
Marketing Sales Life Insurance Insurance Marketing Insurance Sales Financial Planning Skills Insurance Customer Service
We are looking Life insurance Advisor at Sbi Life insurance company.
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Hiring Freshers || Finance Advisor

Axis Max Life Insurance

  • 0 - 6 yrs
  • Delhi
Life Advisor Life Insurance Agent Life Insurance Life Insurance Advisor Financial Planning
- Provide personalized financial advice to clients: As a Financial Advisor, you will be responsible for understanding your clients' financial goals and providing customized advice and recommendations to help them achieve these goals.- Sell life insurance products to clients: You will work as a Life Insurance Agent, educating clients on different life insurance products available and helping them choose the best solution to meet their needs.- Assist clients in financial planning: Through detailed analysis of clients' financial situations, you will develop comprehensive financial plans that encompass goals such as retirement planning, education funding, and risk management.- Maintain strong client relationships: Building trust and rapport with clients is essential in this role to ensure long-term satisfaction and loyalty.- Stay updated on industry trends and regulations: It is crucial for Financial Advisors to stay informed about the latest financial market trends, products, and regulatory changes to provide accurate and reliable advice to clients.Skills and Expectations:- Strong communication skills: Ability to effectively communicate complex financial information to clients in a clear and understandable manner.- Analytical mindset: Proficiency in analyzing financial data and identifying opportunities for clients to optimize their financial portfolio.- Sales acumen: Capability to persuade and sell life insurance products to clients while maintaining ethical standards.- Understanding of financial products: Knowledge of different life insurance products and financial planning concepts to provide suitable recommendations to clients.- Time management: Ability to manage tasks efficiently in a part-time, work-from-home setting to meet client needs and targets.
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  • 15 - 25 yrs
  • 18.0 Lac/Yr
  • Gurgaon
Financial Planning Finance Auditing Banking Finance Strategic Planning Finance Financial Reporting Corporate Finance Investment Banking
Urgent Hiring for CFODesignation..CFO(Chief Financial Officer )Experience 15 YearsLocation ..Dharuhera RewariSalary...Upto 18 LPAJob type.. Full time jobJob discription...Team Handling & Inter Department CoordinatorLeadershipFinance & Accounting ManagementTaxation & GSTFinancial Planning & AnalyzingCostingDaily & Monthly MISLegal & Statutory ComplianceAuditingBankers & Limit HandlingLegal LesioningContact person .Goura kurmiContact no. 6267609819
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  • 1 - 7 yrs
  • 8.5 Lac/Yr
  • Connaught Place Delhi
Financial Planning Skills Life Insurance Insurance Sales Insurance Marketing
Key ResponsibilitiesBuild strong relationships with bank customers and understand their financial needs.Recommend suitable Life Insurance / Investment / Savings products.Provide professional financial planning guidance and long-term protection solutions.Ensure excellent customer service & maintain ongoing client relationships.Achieve assigned business targets with support of the AxisMax Life team. What Makes This Opportunity Special? Work inside Axis Bank Branch No field work like traditional agency High Earning Potential Attractive commissions + bonuses + rewards Training & Development provided by Max Life experts Opportunity to build your own long-term business & earn lifetime income Career progression to Team Leader / Manager rolesWhy Choose a Career as a Life Insurance Advisor?Become your own boss with flexible working hoursUnlimited earning potentialMake a meaningful impact by helping families secure their financial future Earning Potential Example:Many advisors start earning 35,000 to 1,00,000+ per month within the first year depending on performance.
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Life Insurance Advisor (1-7 Years)

Kotak Mahindra Life Insurance

  • 1 - 7 yrs
  • 2.0 Lac/Yr
  • Connaught Place Delhi
Financial Planning Skills Life Insurance Insurance Sales Insurance Marketing Insurance
Income & Growth BenefitsUnlimited earning potential (commission-based income)Monthly performance bonuses and contest rewardsChance to earn foreign trips, luxury gifts, awards & recognitionWork flexibly no fixed working hoursFree training + IRDA Certification supportOpportunity to build your own Financial Advisory Business Why Join Axis Bank Max LifeTrusted Brand with strong customer baseHigh-quality products with guaranteed benefitsTransparent earning structureFast onboarding and training support Key Roles & ResponsibilitiesUnderstand client financial needs and suggest suitable insurance & savings solutions.Build and maintain long-term relationships with customers.Educate clients about life insurance benefits, investment planning, tax-saving & retirement planning.Promote Max Life insurance products through digital, referral and social networks.Provide after-sales service and support to clients.
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Jobs by Popular Location

  • 0 - 6 yrs
  • Old Rajender Nagar Delhi
Sales Lead Generation Convince Skills Sales Marketing Consultant Insurance Sales Financial Planning Skills Life Insurance General Insurance Customer Service Insurance Marketing Insurance
Company Pnb Met life insurance LttJob Profile life insurance advisor Age No limit bar 25 to 55Work responsibility sales & marketing life insurance policies plan Earning 30k to 60k Monthly Rewards+Annually Bonus+National and International tripsThe role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers 2800 - 60000 and opportunities for career growth. Key Responsibilities: Research and identify new client opportunities in the market. Build strong, professional relationships with clients through regular communication. Promote product and service offerings that align with customer needs. Collaborate with internal teams to ensure seamless delivery of services. Monitor industry trends to adapt strategies and stay competitive. Provide regular feedback and insights to the management team. Thanks & RegardsKaushal Singh
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Life Insurance Insurance Sales Insurance Marketing Insurance Customer Service Financial Planning Skills
Insurance Advisor
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Insurance Marketing Financial Planning Skills Customer Service Life Insurance Insurance Sales
An Insurance Agent Sells and Manages Insurance Policies, Assessing Clients' Needs and Finding the Best Coverage for Them. Their Work Includes Identifying Potential Clients, Explaining Different Policy Options, Preparing Proposals, Submitting Applications to Underwriters, and Providing Ongoing Support for Policy Management and Claims.
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Banking Finance Financial Planning Finance
We provide flexible commission-based sales opportunities in the finance sector. Sell Credit Cards, Loans, Insurance, zero balance savings account Earn 500 -2000 per sale No fees, No investment Work from anywhere (part-time/full-time)Join us and start earning from day one!
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Account Planning Financial Control Client Management
Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager
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Hiring For Chartered Accountant

JOB24by7 Recruitment Consultancy Services

  • 4 - 5 yrs
  • 8.5 Lac/Yr
  • Noida
Chartered Accountant Accountant Financial Planning and Analysis Book Keeping Accounting Taxation Compliance Audit Internal Controls Treasury Management Reporting Cost Management Project Cost Management Strategic Advisory Stakeholder Management Stakeholder Communication Communication Team Leadership and Development
1. Financial Planning and Analysis Prepare and analyze financial reports, budgets, and forecasts to ensure proper allocation of resources. Monitor and assess the financial performance of ongoing real estate projects. Evaluate project feasibility through financial modeling and cost-benefit analysis 2. Accounting and Bookkeeping Maintain accurate records of financial transactions, including accounts payable, accounts receivable, and general ledger entries. Ensure compliance with accounting standards and regulations relevant to the real estate industry. Conduct periodic reconciliation of bank accounts and financial statements. 3. Taxation and Compliance Ensure timely filing of tax returns, including GST, income tax, and other applicable taxes. Advise on tax-efficient structuring of real estate transactions and projects. Liaise with tax authorities and auditors to resolve compliance-related issues. 4. Audit and Internal Controls Oversee internal and external audits, ensuring adherence to regulatory and organizational standards. Develop and implement robust internal controls to mitigate financial risks. Identify areas of improvement in financial and operational processes. 5. Funding and Treasury Management Manage cash flow to ensure adequate liquidity for project execution and operational needs. Liaise with banks, financial institutions, and investors for financing and loan approvals. Monitor repayment schedules and manage financial risks associated with borrowings. 6. Regulatory Compliance and Reporting Ensure compliance with local laws, including RERA (Real Estate Regulatory Authority) regulations. Prepare and submit reports to regulatory authorities and stakeholders as required. Stay updated on changes in laws and regulations impacting the real estate sector. 7. Project Cost Management Review and control project expenses to prevent cost overruns. Collaborate with project managers to ensure finance
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  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Janakpuri Delhi
Equity Analysis Stock Market Share Trading Mutual Funds Mutual Funds Sales Insurance Good Communication Skills
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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Insurance Insurance Sales General Insurance Life Insurance Banking Insurance
Permanent payroll of HDFC Sales. Daily walkin,
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Chief Finance Officer

Wingexcel services

  • 20 - 30 yrs
  • 25.0 Lac/Yr
  • Delhi
Financial Planning Strategic Planning Finance Banking Finance Finance Auditing Financial Reporting Investment Banking Corporate Finance
Hiring For Chartered Accountantlocation - Delhi Company Profile - Manufacturing BeveragesSalary - Upto 24LPAShould have 20+ years Should have excellent command over Finance Profile Qualification CA Or CSCall at - 9910067053
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  • 2 - 4 yrs
  • 25.0 Lac/Yr
  • Gurgaon
Excellent Verbal and Written Communication Skills Experience in Financial Planning & Analysis (FP&) Highly Proficient in MS Excel Skills Prepares Financial Reports For Internal Use Good Analytical & Decision-making Skills Merchant Life-cycle Credit Cost Business Analytics Planning Forecasting Budgeting. AOP Accounting Knowledge
Company Name: BharatPeJob Role - Manager - FP&ASalary - 20 -26 lakhsRequired Skills: Excellent verbal and written communication skills,Experience in Financial planning & Analysis (FP&A),Highly Proficient in MS Excel Skills,Prepares financial reports for internal use,Good Analytical & Decision-making skillsDescription - Grow fast and work with the top management on key business decisions .Responsibilities - Manager -Financial Planning & Analyst is required for preparation of financial plans and reports, monthly financial analysis and provide ad-hoc analysis for the Top-Management. Required to support team in planning and decision making by identifying, maintaining, and evaluating information. Position is required to focus on improving efficiency and effectiveness of the forward-looking processes and generate business insights.Key Responsibilities - Reporting and analysis of Business performance to the Management, Business Heads, Functional Heads and other key stakeholders.Analysis of products level profitability, segment level profitability, merchant life-cycle, credit cost etc. and discussions for corrective actions and controls on key business parameters.Communication with the stakeholders for business analytics, planning, forecasting, budgeting.Simulating and studying the impact of any key business results, decisions etcBudgeting & planning process of the organization and for various business verticals.Prepares financial reports for internal use at the company by collecting, analyzing, formatting and presenting information.Analyze the trend of Key Performance Indicators (KPIs) and helping leadership team in decision making.Performs ad hoc analysis as required.Qualifications - Chartered Accountant.Skills, experiences & behaviors1-3 Years of experience in Financial planning & Analysis (FP&A), business finance; preferably in startups or Fintech.Highly Proficient in MS Excel SkillsAn excellent communicator and have the ability to understand
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Financial Planning Manager (1-7 Years)

Skywings Advisors Private Limited

BFSI Branch Sales Banking Finance Insurance Insurance Sales Direct Channel Direct Selling Cross Selling
We are hiring for leading life insurance company for direct channel*Designation:- Financial planning manager Assistant sales managerRoles and Responsibilities1.Achieving sales target through assigned leads , which may be self-generated or generated by Branch operations, call centers and other sources2.Meeting prospective customers in the assigned geographies to understand their financial needs and selling insurance solutions3.Ensure timely communication and discussion on targets assignedAge Limit- 21 to 38Experience required:- 1 to 2 year in BFSI sectorQualification:- any graduation
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Sales and Marketing Agents

Trowe Pice Planning Ltd

  • 1 - 3 yrs
  • 1.0 Lac/Yr
  • Delhi
TRP Planning Ltd Is Leading Provider Of Financial Services Specializing in Mutual Funds Stock Trading Key Responsibilities: Stay in
Key Responsibilities: Stay informed about market trends, competitor offerings, and client demands to ensure services remain competitive and innovative. Proactively identify and onboard potential investors interested in mutual funds, stock, and forex trading opportunities. Communicate the features and benefits of financial products effectively, tailoring solutions to meet individual client needs. Build and maintain lasting relationships with investors by providing regular updates and addressing inquiries promptly. Collaborate closely with the financial advisory team to ensure a seamless client experience and align strategies for growth. Achieve and exceed monthly and quarterly sales goals, contributing to the companys overall success.Job Requirements: A Bachelors Degree in Finance, Business Administration, Marketing, or equivalent. Proven sales experience, preferably in financial services, investments, or related industries, with knowledge of mutual funds, stock markets, and forex trading considered an advantage. Strong communication and presentation skills, with exceptional negotiation and relationship-building abilities. Self-motivated, target-oriented, and able to work independently. Fluency in English and at least Hindi is highly desirable.Why Join Us? Competitive salary with an attractive performance-based commission. Ongoing training in financial products and sales strategies. Clear career progression pathways within a fast-growing and innovative company. Supportive team culture with regular mentorship
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Hiring Freshers || Wealth Advisor

Kotak Mahindra Life Insurance

  • 0 - 6 yrs
  • Nehru Place Delhi
Interpersonal Skills Needs Analysis Insurance Planning Retirement Income Financial Planning Wealth Management
Location: Delhi - Nehru Place Model: Entrepreneurial / Business Ownership (Zero Investment)Type: Full-Time / Part-Time / Work-from-HomeRole ObjectiveWe are looking for ambitious individuals to join our team as Wealth Managers. Unlike a traditional fixed-salary job, this is a Business Ownership Opportunity where you build your own career with unlimited earning potential and international recognition.Key ResponsibilitiesFinancial Consulting: Analyze client needs and suggest customized solutions (Marriage Plans, Child Education, Retirement, and Market Linked Plans).Networking: Leverage personal and professional networks to provide financial protection advice.Wealth Creation: Help clients grow their assets through ULIPs, Guaranteed Savings, and Tax-saving instruments.Relationship Management: Maintain long-term associations with clients to ensure their financial goals stay on track.What We OfferUnlimited Earnings: No fixed salary cap; your income grows with your efforts.Flexibility: Work as a freelancer or from the comfort of your home.Recognition: Opportunity to achieve international standards like MDRT (Million Dollar Round Table).Training: Full support and professional training to help you become a certified Financial Protection Planner.Zero Investment: Start your own professional journey without any capital requirement.
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  • 0 - 6 yrs
  • Nehru Place Delhi
Life Insurance Customer Service Financial Planning Skills Consultative Sales
We are looking for a motivated and dedicated Life Insurance Advisor to join our team in Nehru Place. This part-time position is ideal for individuals with 0 to 6 years of experience who are passionate about helping others secure their financial future. **Key Responsibilities:**- **Client Consultation:** Meet with potential clients to understand their financial needs and objectives, helping them identify appropriate life insurance solutions.- **Policy Recommendation:** Recommend suitable life insurance policies based on clients' requirements, providing them with clear and accurate information to make informed decisions.- **Sales Support:** Assist clients through the application process, providing guidance and support until policies are issued.- **Market Research:** Stay updated on insurance products and market trends to offer the best options to clients and enhance their overall decision-making experience.- **Relationship Management:** Build and maintain strong client relationships through regular follow-ups and personalized service, fostering trust and loyalty.**Required Skills and Expectations:**Candidates should have a strong customer service orientation and excellent communication skills, allowing them to effectively explain complex insurance concepts. A proactive and results-driven attitude is essential to thrive in this role. Basic knowledge of life insurance products is preferred but not mandatory. Candidates should be able to work well both independently and as part of a team and must be comfortable working in an office environment. A positive demeanor and the ability to empathize with clients are crucial for success in this position.
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Hiring For Purchase Manager (HVAC)

JOB24by7 Recruitment Consultancy Services

  • 5 - 11 yrs
  • 8.0 Lac/Yr
  • Noida
Purchase Manager Hvac System Purchase Planning Purchase Management Material Procurement Negotiation Skills Cost Control Cost Management Cost Estimation Purchasing Vendor Relationship Management Vendor Management Supplier Relationship Management Relationship Management Quality Control Quality Management Time Management Logistics Operations Coordination Material Management Quality & Compliance Compliance Reporting Team Work Team Leader Project Planning Financial Reporting Supply Chain Manageme
1. Procurement & Sourcing: Identify, evaluate, and negotiate with HVAC suppliers for cost-effective purchasing.2. Vendor Management: Develop and maintain strong supplier relationships, ensuring quality and timely deliveries.3. Inventory & Logistics: Monitor stock levels, coordinate with logistics, and ensure timely material availability.4. Quality & Compliance: Ensure all HVAC materials meet project specifications and industry standards.5. Coordination & Reporting: Work with project teams, finance, and site managers to align procurement with business needs.6. Key Skills & Qualifications:7. Bachelors degree in Mechanical Engineering, Supply Chain, or a related field .8. 5-15 years of experience in HVAC procurement, preferably in MEP/construction.9. Strong negotiation, vendor management, and contract handling skills.10. Knowledge of HVAC systems, ERP software, and procurement best practices.11. Ability to manage multiple projects and work underdeadlines.
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  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
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.
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  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Janakpuri Delhi
Financial Services Financial Planning Corporate Finance Financial Consultancy Stock Market Equity Advisor Mutual Funds Sales Stock Analysis Finance
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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