Financial Planning Manager Job Vacancies in Bangalore

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.

A Financial Manager role is to oversee all functions of an organization-s finance and accountingdepartment. The primary purpose of this position is to manage daily accounting activities; ensuring thatproper accounting and recording of company transactions are performed in an accurate and timelymanner; and producing financial and other key reports for management.

1. Financial Planning and Analysis2. Budgeting and Forecasting3. Financial Reporting Prepare and present details financial reports, including income statements, balance sheets, and regulatory bodies.4. Compliance and Regulation: Ensure all financial operations adhere to industry regulations and legal standards.5. Software Proficiency: Advance expertise in financial software and tools, including MS Excel and ERP Systems.Send your resumes at secretary@shravanthigroup.com

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

Roles and Responsibilities & Skills RequiredOverall, In charge and responsible for all Inflow and Outflow at the Bangalore campusEnsure NIL revenue leakages with continuous monitoringSupervise and review day-to-day transactions and continuous monitoring of 10+ team members and ensure smooth functioning of all the areasEnsure smooth functioning of day-to-day transactions like ERP Entries, Incoming Receipts, BRS, Internal customers, External customersAnnual Budget preparation and continuous monitoring of Budget vs. actuals report and sharing it with the Leadership team monthlyEnsure closing of accounts Monthly, Quarterly, Half Yearly, Yearly and conduct the audit trail for the sameReview and Reconciliations of statutory compliance and ensure closure of the same within the due dates (PT, PF, ESI, TDS, GST)Preparation of Quarterly MIS Report and ensure to Reconcile with the books of accounts and share the same with HO.Financial planning and analysis and Reconciliation etc.,Attend weekly Leadership team meetings and solve the difficulties raised by leaders and address the same on a priority basis and ensure to attend and resolve all Internal and external customer queries with topmost priority.Ensure smooth functioning of all the areas like accounts payable, accounts receivable, purchases, and the Mess Store.Review and monitor all the deliverables by team members with tracking mechanisms and ensure to complete the tasks by specified timelinesAlways keep in touch with DFOs, CFO, Central Purchase Team, HODs, HOIs, Pro Vc, and Resident Director and ensure to resolve the queries raised by them with utmost care.Payroll Review and advise the salaries and ensure remittance of statutory compliance within the due date.Overview all purchase-related activities of the university and review and publish monthly reports to HOPrepare and circulate quarterly MIS reports to HOEducation QualificationMasters Degree in Finance or Business Administration

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

1. Goals:A) To Ensure AOP Achievement B) To Ensure PBT Achievement C) To Ensure Cash Flow Achievement D) To Ensure Bank Balance Target Achievement E) To Ensure internal and standards audit in time2. Coordinating with statutory auditors for the financial statements which has to be audited from the respective auditor.3. Coordinating with internal auditors for all the subsidiary and report has to be submitted to the management on time. 4. Preparation and submission of Cash Flow for all the subsidiary zone.5. Preparation of MIS Report of the following Zone.A) Domestic B) MEAC) Latam 6. Coordinating with the respective Zone for process of order and Preparation of the sales Invoice.7. Monitoring and Controlling of expenses of each zone as for the Target Expenses of each zone should be in the limit of 8% further PBT should be of 12.5%.8. Fortnightly CRM discussion has to be done with sales team about the Performance of the Zone. Further team has to be briefed the what is the total Chased and Order status for each Zone.9. Need to be Coordinated with marketing team for promotion of new product and existing products.10. Analysis of travelling of each person of the sales team in terms of following : - A) Projection of Spot business and achievementB) Status of contract New as well as OldC) Movement of project of existing productD) New acquisition of project if any from the travelling11. Bank Balance of each subsidiary should increase by the amount of profit for each Month further overdue creditors and debtors should be zero.

It is a field job. You will have to travel within the assigned geography to meet customers assignedto you for sales and service delivery.You will be evaluated on your ability to meet the business targets (Top line, Persistency, Productmix) by working on assigned calls.HDFC Life believes in technology driven sales and you will learn new technology/Mobilityenhancements, to comply with the Sales Management Process.As a business professional you will be uphold organizational values in every action and ensurebusiness ethics and integrity. You are expected to be compliant to regulatory and statutoryregulations

We have vacant of 5 Finance Manager Jobs in Bangalore, Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Financial Planning, Finance Manager etc.

Minimum 5 years of successful experience as a team leader/manager in Finance Strong Tax knowledge on India taxation system and business operation including regulatory requirements Knowledge of SAP or any ERP system is preferred Strong interpersonal skills and the ability to interact with employees, colleagues, leaders, and stakeholders.

Position of Finance Manager1. Bank Interaction.2. Auditing.3. Client handling.4. Company Accounts.5. Balance Sheet.

SkillsQualified CA with 5-7 Years of experience in the FP&A domainHands-on with SAP (added advantage)Preferably worked in a process-oriented FP&A with a cost center and profit center-centric environment.Exposure to any reporting tools (Tableau/ Power BI/ Hyperion planning, etc.)Strong and articulate in written and verbal communication.knowledge of excel and PowerPoint is a must.Should be comfortable working with key stakeholdersAdditional InformationEarly/ Immediate joiners will be preferredThe candidates who are willing to relocate to Bangalore can also be consideredWorking days: Monday to FridayRequired QualificationProfessional degree - CA/CWA

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)

Location: Bangalore /Education: Post GraduateIndustry: Financial Services / Personal FinanceJob description: Identify potential clients through networking, and lead generation. Conduct thorough needs analysis to recommend appropriate insuranceproducts. Present insurance policies to clients, explaining features, benefits, and costs. Build and maintain strong relationships with clients, ensuring a high level ofcustomer satisfaction. Handle client queries post-sales support. Stay updated on the latest insurance products, industry trends. Provide clients with detailed information on various insurance policies, includinglife, health, and general insurance.Applicant Requirements: Proven experience in insurance sales or a similar role. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Ability to work independently and as part of a team. Relevant certifications (e.g., IRDAI certification). Knowledge of financial planning and wealth management preferable

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