Financial Planning Jobs

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.

Key Responsibilities:Manage financial planning, budgeting, and reportingMonitor cash flow, expenses, and profitabilityEnsure compliance with financial regulationsBrief Summary:Handles financial health, planning, and strategic decision-making.

Were Hiring: Finance Analyst (Chennai-Remote) Are you passionate about turning financial data into actionable insights? Do you thrive in multinational environments and enjoy simplifying complex analytics for business impact?We are looking for a Business Analyst to join our Finance team. The ideal candidate will bring: Expertise in financial modeling, budgeting, forecasting, and variance analysis Hands-on experience with ERP systems (SAP), Power BI, and advanced Excel 5+ years in Finance (Controller / FP&A roles) within manufacturing or industrial B2B sectors Strong interpersonal skills and the ability to balance strategic goals with execution realities Qualifications: CPA / MBA in Finance or Economics Industry Experience: Manufacturing, Industrial Production, Building Materials EngineeringIf youre solution-oriented, data-driven, and ready to champion new tools and frameworks, wed love to hear from you!

Person are good in convencing power and talk with confidence are required..

A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.

We are looking for a General Manager Finance to oversee accounting, budgeting, and financial planning. The ideal candidate should have extensive experience in finance, strong leadership skills, and a solid understanding of financial regulations.**Key Responsibilities:**- **Financial Management:** Oversee financial operations and ensure compliance with regulations to maintain the organization's financial health.- **Budgeting:** Lead the budgeting process by preparing and monitoring the annual budget, ensuring alignment with business objectives.- **Financial Reporting:** Provide accurate and timely financial reports to senior management, assisting in strategic decision-making.- **Team Leadership:** Manage and mentor the finance team, fostering a collaborative environment and developing their professional growth.- **Cash Flow Management:** Monitor and manage cash flow, ensuring the organization's liquidity and financial stability.- **Risk Management:** Identify and analyze financial risks and develop strategies to mitigate them.- **Stakeholder Interaction:** Liaise with external stakeholders such as auditors, banks, and regulators, ensuring transparent communication and relationship management.**Required Skills and Expectations:**The candidate must have a Chartered Accountant (CA) or ICWA qualification and possess 15-25 years of experience in finance roles, with a focus on leadership. Strong analytical skills, attention to detail, and proficiency in financial software are essential. The candidate should have excellent communication skills to interact with various stakeholders effectively. A strategic mindset and the ability to adapt to changing environments are crucial for success in this role. This position requires a male candidate, who will work full-time at our Tarapur office.

We are looking for a dedicated Unit Manager to oversee operations in our Sagar office. The ideal candidate will have between 1 to 7 years of experience and a relevant professional degree.**Key Responsibilities:**- **Team Leadership**: Manage and motivate a team to achieve performance goals. This includes setting clear objectives and providing regular feedback to ensure everyone is aligned with company aims.- **Operational Oversight**: Monitor daily operations and ensure they align with company policies. You will be responsible for maintaining high standards in workflows and processes.- **Performance Analysis**: Analyze team performance metrics regularly. By studying these metrics, you can identify areas for improvement and implement strategies to increase efficiency.- **Customer Relationship Management**: Build and maintain strong relationships with clients. This involves addressing any concerns promptly and ensuring a high level of customer satisfaction.- **Training and Development**: Facilitate training programs for new and existing staff. Ensuring the team is well-equipped with necessary skills is critical for achieving business objectives.**Required Skills and Expectations:**- Strong leadership and communication skills are essential for guiding the team effectively. - A solid understanding of operational procedures and the ability to implement improvements is needed.- Problem-solving skills are crucial to address challenges proactively.- Proficiency in data analysis and performance management tools will help in making informed decisions.- A professional attitude and the ability to work well under pressure are expected in this role.

We are looking for an experienced Finance Manager to join our team in Chennai. The ideal candidate will have 5 to 7 years of finance experience and will be responsible for overseeing the financial operations of the company.**Key Responsibilities:**- **Financial Planning and Analysis:** Develop financial plans and forecasts to guide the companys financial strategy. This includes analyzing trends and making recommendations based on data insights.- **Budget Management:** Prepare and manage the annual budget, ensuring accurate calculations and alignment with company goals. Monitor budget performance throughout the year and make adjustments as necessary.- **Reporting:** Prepare monthly, quarterly, and annual financial reports for management. This involves analyzing financial data to provide insights on the companys performance.- **Compliance:** Ensure that the company complies with financial regulations and standards. This includes overseeing audits and maintaining accurate financial records.- **Team Leadership:** Manage and mentor the finance team, promoting professional development and encouraging a collaborative work environment.**Required Skills and Expectations:**Candidates should have strong analytical skills and attention to detail, allowing for precise financial reporting and forecasting. Excellent communication skills are necessary for presenting financial information clearly to stakeholders. Proficiency in finance software and Microsoft Excel is expected. The candidate should also possess strong leadership skills to effectively manage and motivate the finance team. A bachelor's degree in finance or accounting is required, with a masters degree or CPA preferred.

Job Title : General ManagerLocation: Pathankot Bypass, JalandharExperience: 15-20 Years ( 2 years experience in bathware)Role & Responsibilities:Oversee overall company management and operationsManage all departments and ensure smooth functioningDrive business growth and operational efficiencyLead and manage teams effectivelyWork closely with the Managing Director (MD) on strategic decision-makingQualification & SkillsStrong leadership and communication skillsExcellent decision-making and problem-solving abilityEffective team management and coordination

Financial Advisor at Axis Max Life Insurance

We are seeking a Planning Manager with 5 to 11 years of experience to oversee and enhance our project planning processes in Hyderabad. The ideal candidate is a strategic thinker with strong organizational skills who can effectively lead a team and coordinate across departments.Key Responsibilities:1. **Project Planning**: Develop comprehensive project plans that outline timelines, resources, and budgets. Collaborate with stakeholders to ensure alignment with business objectives.2. **Team Leadership**: Supervise and mentor the planning team to improve performance. Encourage collaboration and provide guidance to maximize team effectiveness.3. **Data Analysis**: Analyze historical data and current trends to forecast project requirements. Use insights to support decision-making and identify areas for improvement.4. **Cross-Department Coordination**: Work closely with other departments, such as finance and operations, to ensure that all planning aligns with overall company goals and strategies.5. **Reporting**: Prepare regular reports on project status, resource utilization, and potential risks. Present findings to senior management and recommend actions as needed.Required Skills and Expectations:The ideal candidate should possess a graduate degree with proven experience in project planning and management. Strong analytical skills, proficiency in planning software, and excellent communication skills are essential. The candidate must demonstrate the ability to work independently and as part of a team, adapting to changing priorities effectively. A detail-oriented approach and problem-solving mindset are crucial for success in this role. Additionally, the candidate must be willing to work full-time from the office in Hyderabad.

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.

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.

We are looking for Strategy Specialists to join our dynamic team in Hyderabad. This is a full-time work-from-home position, suitable for candidates with varying levels of experience, from recent graduates to those with up to six years in related roles.**Key Responsibilities:**- **Market Analysis:** Conduct thorough research to understand market trends and customer needs, helping to inform strategic decisions.- **Strategic Development:** Assist in formulating strategies to enhance business performance, focusing on growth and competitive advantage.- **Performance Monitoring:** Analyze the effectiveness of strategies and initiatives, ensuring that objectives are met consistently.- **Collaboration:** Work closely with various departments to align strategies with overall business goals and streamline processes.- **Reporting:** Create detailed reports and presentations that summarize findings and suggest actionable insights for management.**Required Skills and Expectations:**Candidates should have a Masters degree or Post Graduate Diploma in fields such as Business Administration, Law, Architecture, or Technology. Strong analytical skills are essential to evaluate data and develop insights. Excellent communication skills, both written and verbal, are necessary for effective collaboration and presentation. Basic knowledge of strategic planning processes is beneficial, along with a proactive attitude and the ability to work independently. Attention to detail and the ability to manage multiple tasks efficiently are also important for success in this role. We are especially looking for female candidates who are enthusiastic to contribute to our strategic initiatives.

Partnership Opportunity - Insurance, Loans & Mutual FundsIf you refer clients to us who are interested in insurance, loans, or mutual fund investments, you can earn an attractive commission.Your role is simple:You only need to connect us with people who are looking for these financial services. Our team will handle the complete consultation, documentation, and processing.Commission Structure:You will receive 60% of the commission generated from the business you refer.Example:If a policy or financial product generates a commission of 1,00,000, you will earn 60,000 as your share.This is a great opportunity for anyone who has a network of people looking for financial planning, loans, or investment solutions.You only bring the client leads - we handle the rest.

Job title: Business Development Executive (BFSI)Location: Surat, GujaratSalary: 20,000 30,000 per monthExperience: 13 years of experience in BFSI sales preferredRoles& ResponsibilitiesIdentify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management ServicesUnderstand customer financial needs and provide tailored solutionsConduct financial planning discussions and guide clients with suitable investment optionsAchieve monthly/quarterly business targets aligned with company goalsBuild and maintain strong client relationships through regular follow-ups and advisoryStay updated with market trends, regulatory changes, and BFSI industry developmentsMaintain proper documentation and ensure compliance with company and regulatory guidelinesQualifications & SkillsGraduate / Postgraduate in Finance, Commerce, Business, or related fieldStrong knowledge of financial products, investment planning, and wealth managementExcellent communication, and relationship-building skillsSelf-motivated and target-driven with a customer-first approachActive ListeningStrong interpersonal skillsLead generation

Job Title: Chief Financial Officer (CFO)Location: Swaroopganj SirohiExperience: 2 - 5 years in financial managementSalary: 20,000 30,000 per month (based on experience & skills)Job Summary:We are seeking an experienced and strategic Chief Financial Officer (CFO) to oversee the companys financial operations and ensure sustainable growth. The ideal candidate will be responsible for managing financial transactions, monitoring schemes, tracking dues, and handling audits while leading a team of 7+ members.Key Responsibilities:Oversee all financial transactions including cash, online payments, and banking activities.Manage company finances, ensuring accuracy and compliance with accounting principles.Monitor company schemes, track customer dues, and ensure timely collections.Supervise inventory management and conduct regular stock audits.Develop and implement financial strategies for business growth.Prepare financial reports, forecasts, and budgets for management review.Lead, mentor, and guide a finance team of 7+ members.Ensure compliance with statutory regulations and company policies.Collaborate with management for financial planning and decision-making.Key Skills & Requirements:2 - 5 years of proven experience in financial management or similar role.Strong knowledge of accounting principles, taxation, and compliance.Experience in inventory control and stock audits.Excellent leadership, team management, and communication skills.Strategic thinker with problem-solving abilities.Proficiency in financial software (Busy/Tally or similar).

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.

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.

Important Eligibility This role is only for candidates with prior experience in a CA firm or consulting practice(Big4 or mid-tier) Applicants from corporate/industry indirect tax departments will not be considered.Key Responsibilities1. GST Litigation & Representation Manage assessments, departmental proceedings, and appeals achieving favorableoutcomes through strong technical expertise and effective representation. Coordinate with GST authorities to ensure timely and efficient resolution of disputes.2. GST Advisory & Structuring Provide strategic advisory on complex GST matters, including classification, valuation,input tax credit, and cross-border transactions. Deliver practical solutions to tax challenges through in-depth analysis of legislation andjudicial precedents. Conduct training sessions and knowledge-sharing programs on GST updates, case lawanalysis, and compliance best practices to enhance team capability. Advise on ERP-related GST implementation and reporting issues, recommendingprocess improvements for better accuracy and compliance.3. GST Compliance & Refunds Review GST Audits (Form 9&9C) for diverse entities Handle end-to-end GST refund processes, from documentation to coordination withauthorities. Oversee GST compliance and timely filing of GSTR-1, GSTR-3B across business verticals. GST Registrations: Managed end-to- end GST registration processes, ensuring timely andaccurate completion for clients in various sectors.Who Were Looking For Qualified Chartered Accountant (CA) or Semi-qualified CA with over 3 years of post-articleship experience in GST practice. Mandatory: Experience in a CA firm / consulting practice (Big4 or mid-tier) In-depth knowledge of Indirect Tax Laws, Compliance Management, Advisory andPlanning, Audit and Litigation Management Proven ability to lead teams of 3+ professionals and manage client relationships. Strong proficiency in legal and technical drafting. Strong communication and client engagement skills.

, : 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