Portfolio Planning Jobs

Business Finance Analyst - FinTechHiring Company: Talent Zone ConsultantJob Title: Business Finance Analyst / Senior Business Finance AnalystLocation: BangaloreEmployment Type: Full-timeJob SummaryTalent Zone Consultant is looking for an experienced Business Finance Analyst with 7-9 years of experience in FinTech, NBFC, Banking, Payments, Lending or Digital Financial Services.The ideal candidate will have strong expertise in FP&A, financial modelling, budgeting, forecasting, variance analysis, business performance management and unit economics. The candidate will work closely with business, product, sales, operations and leadership teams to provide actionable financial insights and support strategic decision-making.Key ResponsibilitiesOwn and manage FP&A activities, including annual budgeting, rolling forecasts and long-range financial planning.Prepare and analyse monthly/quarterly P&L, MIS and management reports.Conduct budget vs. actual and forecast vs. actual variance analysis and provide actionable commentary.Develop detailed financial models, business cases and scenario analyses for new products, initiatives and investments.Analyse revenue, costs, margins, profitability and operating performance across business/product segments.Drive product-level profitability and unit economics analysis.Track key FinTech metrics such as CAC, LTV, contribution margin, portfolio yield, cost of funds, revenue per customer and cost-to-income.Partner with Product, Sales, Operations, Risk and Technology teams to evaluate business performance.Support pricing decisions, cost optimisation and resource allocation through financial analysis.Identify business risks, profitability opportunities and areas for operational improvement.Prepare dashboards and presentations for senior management and leadership reviews.Support strategic initiatives including new product launches, expansion plans, investment decisions and business growth initiatives.Automate recurring financial reporting and improve the accuracy and efficiency of finance processes.Work with large datasets and collaborate with BI/Data teams to develop meaningful financial insights.Required SkillsCore Finance:FP&A, Business Finance, Financial Planning, Financial Analysis, Budgeting, Forecasting, Variance Analysis, P&L Analysis, Management Reporting, MIS Reporting, Financial Modelling, Business Modelling, Scenario Analysis, Business Case Development, Profitability Analysis, Cost Analysis, Revenue Analysis, Cost Optimization, Strategic FinanceTechnology / Analytics:Advanced Excel, Financial Modelling, Power BI, SQL, Data Analytics, Dashboarding, Power Query, Power Pivot, ERP, BI Reporting, AutomationSoft Skills:Business Partnering, Stakeholder Management, Strategic Thinking, Commercial Acumen, Analytical Thinking, Problem Solving, Leadership Communication, Presentation Skills, Decision MakingEducationCA / MBA Finance / CMA / CFA preferred.Bachelor's degree in Finance, Accounting, Economics, Business or a related discipline.Candidates from reputed FinTech, NBFC, Banking, Payments or Financial Services organisations preferred.Candidate Profile7-9 years of relevant experience in Business Finance, FP&A, Corporate Finance, Strategic Finance or Finance Analytics.Strong preference for candidates with FinTech / NBFC / Banking / Lending / Payments experience.Should have hands-on experience with budgeting, forecasting, financial modelling and P&L analysis.Experience in unit economics and product profitability will be highly preferred.Should be comfortable working with senior stakeholders and presenting financial insights.Strong Excel skills are mandatory; SQL/Power BI will be an advantage.

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.

As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- Portfolio Management: Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- Market Analysis: Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- Investment Recommendations: Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- Relationship Building: Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.Required Skills and Expectations:Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.

15 to 20 years of GCC experience in contracting firms (civil construction, marine, infrastructure, building). The ideal candidate should lead and manage a portfolio of civil, infrastructure and marine construction projects. He should be responsible for the coordination and oversight of multiple concurrent projects, ensuring alignment with organization goals, budgetary controls , risk management and timely delivery. He is responsible to provide leadership directions to project managers and site teams, align project execution with strategic business objectives, establish KPIs, progress monitoring, conduct periodic reviews and ensure corrective actions where needed. Education : BE or B Tech Civil / Equivalent + PMP Certified;

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

Qualified CA with taxation, PL, BS, international trade, portfolio management, Singapore companies MiS

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

Primary Responsibilities:- Collaborate with advisers to receive task assignments and understand project requirements. - Accurately document task requests in the Smart Sheet for seamless task tracking. advisers, ensuring alignment with the provided advice.- Review End Users' details to identify any missing information and initiate corrective actions- Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.- Liaise with Advisers to seek clarifications or obtain additional information as needed.- Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights. Minimum Requirements: Graduate/Postgraduate in finance or a relevant degree. Freshers/experienced candidates are welcome to apply. Strong background in financial planning, investment, and insurance. Exceptional command over the English language Profound understanding of the financial planning process. Meticulous attention to detail. Excellent report-writing skills. Ability to work independently, manage multiple tasks, and meet deadlines.Knowledge & Skills: Possession of a Certified Financial Planner (CFP) designation is a definite advantage. Additional certifications from reputable institutions such as FPSB, NCFM, etc., are preferred. Outstanding verbal and written communication skills. Proficient in using MS Word and Excel. Sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areasAbout Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

8+ Years of Experience in Product Portfolio Planning & Execution for B2B Pharma Products (minimum 5+ Years Experience in Injectable for Domestic & Europe Regulatory Market) Develop Potential Product list in line with Market, Customer, Revenue growth, competition to be focussed Preparing Portfolio Strategy & Product Identification from getting the lead from Market, Competitors, IMS & Export Data & Reviewing it on timely basis Forecasting the Future Requirement & Capacity of the Plant in regards to Product Demand, Regulatory Status, & Capacity Availability. Reviewing & Approving of Feasibility of Product Launch, Business Basket & Outsourcing Reviewing & Implementing the Strategy for Product Launch for Country, Product in RADAR, PMO, Etc. Reviewing & approving the Business Case. Good in Handling Stakeholders, Strong Communication & articulation. He should be able to leads the team