Financial Planning Manager Jobs

We are seeking a Commercial Manager to join our team in the Peenya Industrial Area, ideal for candidates with 2 to 3 years of experience in a relevant field. The role is designed for male candidates, and it allows for a work-from-home setup.**Key Responsibilities:**- **Market Analysis:** Conduct thorough market research to identify new business opportunities, helping the company make informed decisions.- **Client Management:** Build and maintain strong relationships with clients to understand their needs and ensure their satisfaction, which will facilitate repeat business.- **Sales Strategy Development:** Develop and implement effective sales strategies that align with company goals, enhancing overall market competitiveness.- **Financial Oversight:** Monitor and manage the budget and financial forecasts, ensuring the company stays profitable and all expenses are justified.- **Reporting:** Prepare regular reports on sales performance and market trends for senior management, aiding in strategic planning.**Required Skills and Expectations:**Candidates should have a strong foundation in business management, demonstrated through their educational background in fields like B.A., B.Ed., or relevant degrees. Effective communication skills are essential for interacting with clients and team members. The ideal candidate should possess strong analytical skills to assess market trends and data effectively. A proactive approach to problem-solving and the ability to work independently in a remote setting are crucial. Additionally, experience in sales or customer relationship management will be highly regarded.

We are looking for an experienced female General Manager to lead our operations in Ludhiana, India. The ideal candidate will have 5 to 10 years of experience in management and be a graduate. This full-time, office-based role requires strong leadership and organizational skills.Key Responsibilities:- **Strategic Planning**: Develop and implement business strategies to achieve company goals and maximize growth.- **Team Leadership**: Oversee and motivate the team, ensuring effective communication and collaboration among departments.- **Performance Management**: Monitor performance metrics and ensure that all departments meet or exceed their targets.- **Budget Management**: Prepare and manage budgets, ensuring financial objectives are met while controlling costs effectively.- **Stakeholder Engagement**: Build and maintain relationships with clients, suppliers, and partners to foster business opportunities.Required Skills and Expectations:Candidates must possess excellent leadership skills and be able to inspire and guide a team toward achieving company objectives. Strong verbal and written communication abilities are crucial for effective stakeholder engagement. The ideal candidate should have robust analytical skills to evaluate business performance and make informed decisions. A proactive attitude, adaptability, and a strong work ethic are essential in a dynamic environment. Demonstrated experience in managing budgets and overseeing business operations will be highly valued. Finally, the candidate should be comfortable working in a traditional office setting and be able to collaborate effectively with colleagues.

We are looking for a skilled Account Manager to join our team in Nagpur. The ideal candidate should have 2 to 4 years of experience in account management and be ready to work full-time in the office. **Key Responsibilities:**- **Client Relationship Management**: Build and maintain strong relationships with clients to understand their needs and ensure satisfaction. This involves regular communication and addressing any issues promptly.- **Project Oversight**: Manage assigned projects from start to finish, ensuring they meet clients expectations in terms of quality and timeline. This includes coordinating with different teams to ensure smooth execution.- **Reporting and Analysis**: Prepare reports on account performance and provide insights to clients. Analyze data to identify opportunities for improvement and growth.- **Sales Support**: Work closely with the sales team to help identify new business opportunities within existing accounts. Assist in the preparation of proposals or contract renewals when necessary.- **Budget Management**: Monitor account budgets to ensure projects are completed within financial limits. Track expenses and provide clients with transparent financial updates.**Required Skills and Expectations:**The candidate should have strong communication and interpersonal skills to effectively engage with clients and team members. A proactive approach to problem-solving is essential, along with excellent organizational skills to handle multiple accounts. Familiarity with project management tools and software is a plus. The ideal candidate should be a team player who can work independently and is dedicated to achieving client success.

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.

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.

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

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.

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.

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.

Recruitment for Export Development Manager.

The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and financial management.

*Financial Reporting, Accounting & Statutory Compliance for international clients:Maintain books of accounts, bank reconciliations, and cash flow statements.Prepare monthly, quarterly, and annual financial statements (P&L, Balance Sheet, MIS).Handle budgeting, forecasting, and financial planning.Finalization of accounts for clients across various sectors.Review client MIS reports, budgets, and financial statements.Ensure compliance with statutory duties of the clients, taxes, direct & indirect etc.Coordination with auditors and preparation of audit schedules.Monitor receivables, payables, and ensure timely invoicing and collections.Manage payroll processing and related statutory compliances according to the geographical requirement of the business.* Client Engagement/ Project ManagementSupervise client projects, understand consulting needs and manage deliverable timelines and team efficiencies.Ensure clients compliance with applicable tax laws (Direct and Indirect Tax).Liaise with clients to provide advisory on accounting treatments and tax implications.Coordinate with internal audit, statutory audit, and tax teams for cross-functional assignments.*Team Management & Reporting:Lead a team of accountants and finance executives/associates.Allocate tasks, review work, and ensure timely completion of deliverables.Report financial performance to the top management.Provide training and mentoring to staff on accounting best practices and regulatory changes.

As a Sales Development Manager, you will play a key role in driving the growth of our sales team and expanding our customer base. Your responsibilities will include the following:- **Lead Generation**: Identify and pursue new business opportunities through research and outreach, helping to grow the company's customer list.- **Customer Engagement**: Establish and maintain relationships with potential clients by reaching out through calls, emails, and meetings to understand their needs and introduce our services.- **Sales Strategy Development**: Collaborate with the sales team to create effective strategies that support lead generation and conversion, ensuring alignment with the companys goals.- **Market Analysis**: Conduct research to monitor market trends and competitor activities, providing insights that will inform decision-making and strategy adjustments.- **Performance Tracking**: Monitor and analyze sales metrics to evaluate performance against targets, ensuring continuous improvement of sales processes.Candidates for this position should possess strong communication and interpersonal skills, allowing you to effectively engage with clients. A basic understanding of sales principles and practices is essential. You should be self-motivated, goal-oriented, and capable of working independently in a fast-paced environment. Organizational skills will be crucial to manage multiple leads and tasks efficiently. A degree in fields such as B.A, B.C.A, B.B.A, or related areas will be advantageous, along with a willingness to learn and adapt to evolving market demands.

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).

, : 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