Lead Financial Planner

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

Lead Financial Planner Responsibilities: Create a financial plan after understanding the client profile. Understand company Approach and services. Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. Verifying and crosschecking the generated financial plans. Perform client service activities. Make nudges for the...

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...

Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc. - Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certification from NISM Series-X-A and Series X-B. - 2+ years of experience in financial...

**Location - **Goregaon East, Mumbai, India **Responsibilities: -**: - Create a financial plan after understanding the client profile. - Understand 1 Finance Approach and services. - Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. - Verifying and cross-checking the generated financial plans. ▪ Perform...

**Their Day to Day job will include** 1. Align Meetings for prospective clients. 2. Participate in Customer meetings taking Minutes of meetings and engaging clients 3. Working with seniors on proposals for Execution. 4. Execution of solution provided. 5. Aligning, Participating and doing review meetings with existing clients connects. 6. Finding out and...

Financial Concierge Mumbai 4 - 9 Years Of Experience No. of Openings - 3 **Responsibilities**: - Create a financial plan after understanding the client profile - Understand 1 Finance Approach and services - Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress - Verifying and cross-checking the generated...

Planner - Global Ops SC, Mumbai At Firmenich people are at the heart of the company, we are committed to equal employment opportunities and value diversity in workplace **Key Responsibilities**: Forecast and Demand analysis Independently handle material requirement generation based on forecast of various products. Perform daily Planning/Procurement...

Job Introduction This role is responsible for supporting the Senior Sales Planner in managing clients and media planning from agencies and direct clients across digital & television platforms. The Sales Planner will also help support the Sales team in developing and retaining existing business for the BBC as an integrated member of the Sales team, ensuring...

So what does a Workforce Planner really do? Think of yourself as the leader who ensures staff optimization by ensuring you have adequate resources to meet demand; and keep a close eye and resolve concerns on schedule adherence, service levels, absenteeism, and other applicable service and efficiency metrics. You will have the foresight in preparing for voice...

We have an opening for a Brand Planner only for the Mumbai location.Details are mentioned below:1. Experience: 5 to 7 years experience in design team.2. Salary: As per industry standard3. Location: Mumbai (Onsite)I amBrand PlannerI am specialBecauseI bridge the gap between my client’s business objective and design solutions.I translate the client’s...

**Position**: Event planner **Experience**: 6 months - 2 years **Qualification**: 12th pass **Location**: Dombivali (Safalya building, near thakur vada pav) **Job type**: Work from office **Industry preferred**: Advertising, Events or Media **Working days**: Monday - Saturday (10am - 7pm) **RESPONSIBILITIES**: - Perform research in order to gain deep...

We have an opening for a Brand Planner only for the Mumbai location.Details are mentioned below:1. Experience: 5 to 7 years experience in design team.2. Salary: As per industry standard3. Location: Mumbai (Onsite)I amBrand PlannerI am specialBecause I bridge the gap between my client’s business objective and design solutions.I translate the client’s...

Job Overview: Pencil is looking to hire a data analyst or Media planner to take the responsibility of setting up data funnel, collecting, and analyzing data for our Media Plans. For a person to do well in this role, he/she should have a thorough understanding of Google Analytics, Google Tag Manager, and Google Search Console.Responsibilities and...

Job Posting TitleManager - S&OP PlannerContext/Scope:Regional Replenishment Planner is a key managerial position responsible for S&OP function within the region. Regional Replenishment Planner collaborates closely with Supply & Commercial function for western region. Role plays an essential role in the supply chain function by using analytical, marketing,...

Job Posting TitleManager - S&OP PlannerContext/Scope:Regional Replenishment Planner is a key managerial position responsible for S&OP function within the region. Regional Replenishment Planner collaborates closely with Supply & Commercial function for western region. Role plays an essential role in the supply chain function by using analytical, marketing,...

About the Customer Company is a financial organization that provides investment and insurance services for those working for organizations in the nonprofit industry in academic, research, medical, government, and cultural fields. About the Role **Designation**: **Strategic Planner** **Position Summary**: The analyst position is responsible for the...

We have an opening for a Brand Planner only for the Mumbai location.Details are mentioned below:1. Experience: 5 to 7 years experience in design team.2. Salary: As per industry standard3. Location: Mumbai (Onsite)I am Brand Planner I am special Because I bridge the gap between my client’s business objective and design solutions. I translate the client’s...

We have an opening for a Brand Planner only for the Mumbai location. Details are mentioned below: 1. Experience: 5 to 7 years experience in design team. 2. Salary: As per industry standard 3. Location: Mumbai (Onsite) I am Brand Planner I am special Because I bridge the gap between my client’s business objective and design solutions. I translate...

We have an opening for a Brand Planner only for the Mumbai location.Details are mentioned below:1. Experience: 5 to 7 years experience in design team.2. Salary: As per industry standard3. Location: Mumbai (Onsite)I am Brand Planner I am special Because I bridge the gap between my client’s business objective and design solutions. I translate the client’s...