Financial Planning Job Vacancies in Navi Mumbai

Financial Advisor

We have vacant of 1 Finance Executive Job in Navi Mumbai, for Freshers Educational Qualification : B.Com, M.B.A/PGDM, I.C.W.A Skill Project Planning, Project Execution, Contractual Tendering, Finance, Financial Services, Bank Reconciliation, Banking Finance etc.

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

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

Responsible for spearheading the accounting and Finance process. Manage financial controls and accounting procedures. Prepare financial statements, business activity reports, and financial forecasts. Create review frameworks for monitoring and tracking the key financial and business metrics viz-a-viz theplan and highlight the key risks in the business performance. Ensure full transparency over the financial performance of the company. Oversee the organizations investments. Provide advice on how to increase revenue and reduce costs. Identify new metrics to drive business performance related to strategic priorities while minimizing risk. Execute accurate reporting, analyze options and make financial recommendations. Provide insight into business performance against competitors and industry trends. Manage relationships with bankers, auditors, and tax authorities. Comply with local financial requirements by studying existing and new legislation, and maintainingcompliance. Streamline the process and deploy new processes. Focus on all daily and month-end accounting and financial procedures for the account results, includingP&L activity balance sheet activity, accounts receivable, payroll processing, GST Filing, Tax filing, andBank reconciliation, vendor bills scrutiny

IB Operations- AnalystIndia-Mumbai-Maharashtra Full-time (FT) Financial Markets Job ID _Shift Timings: APAC (6 A.M to 3 P.M) / EMEA (1 P.M to 10 P.M.) / NIGHT (6:30 A.M to 3:30 P.M) Reports to: Travel Requirements: Specialism Investment Banking Operations, Capital Market, DerivativesAs part of our IB Operations team, you will be working with our client partners to improve processes and controls that build capacity and scale. Support us to monitor and capture the overall data and its status from various global functional teams across our clients.The ideal candidate must possess strong communication skills, with an ability to listen and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus.IB Operations- Analyst- Responsibilities Responsible for managing multiple Middle Office and Regulatory support processes Independently handle multiple clients establish self as a valued partner Build domain expertise across processes supported, assist in speedy remediation of issues, implement process improvements and build / enhance controls to prevent future escalations Participate in Middle Office / group level initiatives Responsible for ensuring Process documentation is maintained in an updated fashion at all times Minimum Qualifications- Graduation (Bcom, BBA, BBM, BCA) / Post Graduation (Mcom, MBA, PGDM) 0 to 2 years of experience in Settlements and OTC derivative. Should have basic knowledge of finance, trade life cycle, investment banking, and derivatives. Should be good with logical and quantitative abilities to derive information from data.

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