Financial Planning Job Vacancies in Mumbai

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.

Credit Manager Experience 10 yearsAge 35-40Time 10-7 pm Salary 50-60 kJob description Credit follow up, account reconciliation, payment terms discussion, finance planning,Thanks & RegardsSelma D'SouzaMobile No:- 9323617273

Company Profile: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc. Role & Responsibilities:Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Mobile : 8108518344

Position-Financial AdvisorDescription: - 1.Showcase investment products to clients which may be of interest for them2. Assist the client in aligning his or her investments as per his or her needs.

Client engagement activity over phone.o Objective of engagement is to build sound relationshipo Exchange latest update about new product or any upcoming changes inexisting productso Increase wallet share from existing clientso Increase client base by adding new cliento Help existing client if they have any service issues post transactiono Existing client portfolio reviews at periodic intervals; Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospectiveas well as existing) which may be of interest for them or which are on the approvedlist; Assist the client in aligning his or her investments as per his or her needs, and riskappetite in line with dynamic asset allocation; Responsible for business growth as well as growth of client base.

, : Mumbai (Bandra) : 68 Years : 20-22 LPA: CA / MBA FinanceOne of our clients is looking for a dynamic Manager Finance who can drive financial strategy, strengthen compliance, and support multi-entity operations including global structures. : Financial planning, budgeting & MIS Multi-entity financial reporting FEMA & international taxation compliance Stakeholder management with auditors, consultants & regulators Strategic inputs for business growth & investment decisions : Strong financial modelling & analytical ability Experience in cross-border finance Solid understanding of accounting standards & taxation Ability to convert data into actionable insights High ownership & attention to detailIf youre someone who thrives in strategic finance roles and loves working in impact-driven environments, wed love to connect. / : Careers@thepeopleorder.com

A Financial Advisor Provides Clients with Expert Guidance On Financial Planning, Investments, Insurance, Retirement, and Wealth Management. the Role Involves Assessing Clients Financial Goals, Developing Customized Strategies, and Helping Them Make Informed Financial Decisions to Secure Their Future.

Financial Advisor

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We are looking for a dynamic and experienced Finance Head with over 15 years of relevant experience in logistics and freight forwarding. The ideal candidate should possess strong leadership, analytical, and decision-making abilities, and be proficient in budgeting, compliance, cash flow management, and financial reporting.Key Responsibilities:Lead finance, accounting, budgeting, and working capital management functionsEnsure timely and accurate financial reporting and statutory compliance (GST, TDS, audits, etc.)Implement company financial policies and internal controlsOversee AR/AP, credit policy adherence, and forex managementProvide financial insights to support strategic decisions and business growthPrepare MIS reports and consolidate group MISManage capital expenditure and fixed assetsLiaise with key customers, service providers, and legal advisorsEnsure financial discipline across corporate and branch operationsKey Requirements:12 + years in finance roles within logistics/freight forwardingBSc/BA in Accounting, Finance, or related field; CA preferredStrong knowledge of accounting software, data analysis, and forecastingHigh ethical standards, strategic mindset, and team leadership

Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager

Job Overview:The BMS Project Manager is responsible for the management of Building Management System projects from design to completion. This role involves overseeing the design, installation, and commissioning and handing over of BMS solutions, ensuring all technical, quality, and safety standards are met. The Project Manager will collaborate with Consultants, PMC, clients, engineers, Internal team and Sub-contractors to ensure timely and cost-effective delivery of BMS systems that meet the required specifications.Responsibilities:o Execute the BMS projects, including scope definition, project timelines, budgets, and resource allocation.o Coordinate with internal teams, subcontractors, and clients to ensure all project deliverables are met.o Develop detailed project plans, schedules, and work breakdown structures.o Perform risk assessments and develop mitigation strategies.o Manage and lead a team of engineers, technicians, Sub-contractor and other staff involved in the BMS project.o Ensure effective communication and collaboration between project stakeholders, including clients, consultants, and contractors.o Conduct regular team meetings to track progress and resolve issues.o Work closely with design engineers to ensure that the BMS design meets client requirements and industry standards.o Review technical specifications and drawings for the installation of BMS systems.o Oversee the procurement of BMS equipment and materials, ensuring quality, cost-effectiveness, and on-time delivery.o Ensure all required certifications and compliance with regulations for the BMS systems are met.o Monitor the progress of the project to ensure it is on schedule and within budget.o Ensure that all work meets quality standards and industry regulations.o Oversee the commissioning process and troubleshoot issues during system testing.o Maintain regular communication with clients/Consultants, providing updates on project status, milestones, and potential challenges.

Job SummaryMunchkids Preschool is seeking a highly organized and dedicated Vice Principal to assist in managing daily school operations while ensuring a nurturing and enriching learning environment for young children. The ideal candidate should have strong leadership, administrative, and communication skills with a deep understanding of early childhood education.Key Responsibilities1. Academic & Curriculum OversightSupport teachers in implementing the curriculum effectivelyMonitor lesson plans, classroom activities, and student progressEncourage innovative and engaging teaching methods2. School Operations & ManagementAssist the Principal in overseeing daily school operationsEnsure smooth coordination between teachers, staff, and parentsHandle scheduling, event planning, and school policy implementation3. Parent & Community EngagementMaintain regular communication with parents regarding student developmentAddress concerns and resolve conflicts professionallyOrganize parent orientations, workshops, and interactive sessions4. Staff Supervision & TrainingSupport teacher development through training and mentorshipAssist in hiring, evaluating, and managing teaching and support staffFoster teamwork and a positive work environment5. Child Safety & Well-BeingEnsure a safe and inclusive learning space for all childrenImplement child protection policies and safety measuresAddress behavioral concerns with patience and professionalism6. Administrative & Compliance ManagementMaintain student records and school documentationAssist in fee management, budgeting, and financial planningEnsure adherence to preschool policies and local regulations7. Innovation & Continuous ImprovementIntroduce new learning techniques and preschool activitiesSupport extra-curricular and creative learning programsWork towards enhancing Munchkids' reputation and growthQualifications & Skills RequiredBachelors or Masters degree in Education

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

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

Job description - Manager Finance Reporting to: VP Finance Job location: Mira Road-East Roles and Responsibilities 1. Preparation of Monthly branch wise MIS Report of Collection, Disbursement data,2. Monthly Monitoring on Collection efficiency,3. Monitoring of Monthly Cash flow and ALM Analysis,4. Monthly interest pay-out Calculation with Bank and NBFCs,5. Monthly CAAR, NPA and DPD calculation,6. Preparation of Monthly Bucket-wise AUM,7. Data Sharing for Financial proposal and follow-up,8. Monthly CIBIL reporting and follow-up with the CIBIL Team,9. Monthly /Quarterly data sharing with Credit Rating Agency,10. Monthly /Quarterly data submission with Banks/NBFCs,11. Maintaining of proper correspondence with all Parties (Bank/NBFCs/CIBIL/Rating Agency)12. In-depth knowledge of financial covenant, ratio and Balance sheet Analysis,13. Well versed with Advance MS office,14. Monitoring of profitability and Breakeven study of each branch and other segment on monthly basis,15. Ability to understand, Prepare and Update financial model on Monthly Basis. Desired Candidate Profile: MBA/CA inter/ M Com Industry Experience of 2-5 Years Attention to detail and problem-solving ability Impressive oral and written communication skills Ability to manage stressful situations effectively

The Analysts mandate is to oversee all aspects of the fund, including the following: Overseeing the funds investment and operations, sourcing investment opportunities conducting due diligence (financial, legal and regulatory) and risk analysis. Merger and Acquisition Structuring and negotiating investment terms. The Fund Analyst is expected to develop and refine potential investment opportunities and pipeline. Liaise with Financial institutions to seek information and keep abreast of latest developments in Real Estate sector. Transaction Risk management. Process control, management and deal compliance. Work out different financial models and analyze the impact on various investment options. Analyze and work out the financials for the deal. Analyze incoming real estate (residential, commercial, or industrial) opportunities in order to assist in growth of the real estate portfolio. Coordinate with developers to make disbursements in accordance with approved budgets and work programme. Present analytical reporting, performance reporting and valuation.

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;

Desired Candidates:-CA/CWA/MBA full time-Should worked on Budgeting, Forecasting, Variance Anaalysis-Should have experience in PnL (Revenue/Cost)-Should be okay to work in 3pm-12am shift.

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed

We are looking for 100 Financial Advisor Posts in Navi Mumbai, Mumbai, with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Investment Banking, BFSI, Finance, Voice Process, Leadership, Financial Reporting, Business Finance, Team Coordinator, Financial Consultancy, Brand Awareness, Analytical Ability, Analytical Skills, Infrastructure Finance, Taxation, SAAS and Required Educational Qualification is : Bachelor of Hotel Management