Financial Planning Manager Graduate Experience Jobs in Delhi

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.

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

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

1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company

We are seeking a highly experienced Senior Accountant to join our team. With 10 years of accounting experience, you will play a critical role in managing financial operations, ensuring accuracy and compliance, and providing strategic guidance to the organization. Your expertise will be essential in maintaining the financial health and stability of our company.Bachelor's degree in Accounting, Finance, or a related field. A CPA designation is highly preferred.Minimum 10 years of progressive accounting experience, with at least 5 years in a supervisory role.Strong knowledge of accounting principles, financial analysis, and reporting standards (GAAP/IFRS).Proficiency in using accounting software and financial management systems.Excellent analytical skills with attention to detail and accuracy.Advanced knowledge of tax regulations and compliance requirements.Ability to work independently, prioritize tasks, and meet deadlines.Effective communication and interpersonal skills, with the ability to collaborate and influence across all levels of the organization.High ethical standards and a commitment to maintaining confidentiality.