Financial Planning Job Vacancies in Thane

DON'T MISS A CHANCE TO EARN FROM AN ADDITIONAL SOURCE OF INCOME !!Why become an Insurance Consultant With Bajaj Allianz Life InsuranceExpand your product offeringsGet an earning opportunity with zero InvestmentAttend Training ConventionsWork from home with digital enablersBe flexible with your working hoursFor more information please contact

Proven experience as a management consultant with a focus on accounting or financial operations. Strong background in accounting principles, financial analysis, and strategic planning. Expertise in accounting software (e.g., Tally-Advanced, SAP) and financial reporting tools. Expertise in taxation (e.g., Income Tax, Professional Tax) Excellent communication and interpersonal skills with the ability to collaborate effectively with various teams.

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.

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

.D. for Senior Manager- Finance :-1. Scrutiny of Ledger / Audit. 2. All the work related to TDS.3. Tax Planning.4. IT returns filing (Online)5. Income tax All the Work upto finalization.6. Working on GST Provisions.7. Handling & resolving all queries of the team.