Client Financial Planner
2 weeks ago
📍 Location:Delhi NCR – Hybrid 🏢 About Axis Max Life Insurance:Axis Max Life Insurance is one of India’s leading life insurance companies, committed to helping individuals secure their financial future. We offer innovative insurance solutions and long-term career opportunities to motivated professionals.📝 Job Description:We are looking for enthusiastic and self-motivated individuals to join our team as Financial Insurance Advisors. In this role, you will be responsible for providing personalized insurance solutions to clients, building long-term relationships, and contributing to the company’s growth.💼 Key Responsibilities:Identify and reach out to potential customers.Understand clients’ financial needs and suggest suitable insurance plans.Build and maintain strong client relationships.Achieve monthly and quarterly sales targets.Stay updated with Axis Max Life products and compliance policies.🧠Required Skills & Qualifications:Minimum qualification: 12th pass (Graduation preferred).Good communication and interpersonal skills.Basic understanding of insurance/financial products (training will be provided).Sales experience preferred but not mandatory.💰 Benefits:Attractive performance-based incentives & commissions.Training and certification support.Opportunity to grow with a reputed brand.Flexible working hours.📌 Employment Type:Full-time / Part-time (as per candidate preference) Industry: Insurance / Financial Services Job Function: Sales, Business Development, Client Servicing Seniority Level: Entry to Mid-level
-
Financial Planner
4 hours ago
New Delhi, India Anytimeinvest services Pvt Ltd Full timeWe are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and...
-
Financial Planner
1 week ago
Delhi, India Triedge Solution Full timePosition: Financial Planner Location: Delhi **Salary**: 300000 - 400000 Annually Job role: Analyze clients' financial statuses (e.g. income, expenses and liabilities) - Examine and suggest financial opportunities (e.g. insurance plans, investments) - Develop sound plans and budgets for clients. - Customize financial plans according to clients' changing...
-
Certified Financial Planner
1 week ago
Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 6,00,000 - ₹ 10,00,000 per yearJob Tital: Certified Financial Planner (CFP)Location:Experience: 1–3 years (or as required)Employment Type: Full-timeAbout the Role:We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve...
-
Associate Financial Planner
1 week ago
Delhi, India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
-
Associate financial planner
1 week ago
Delhi, India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
-
Associate Financial Planner
1 week ago
New Delhi, India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
-
Certified Financial Planner
2 weeks ago
New Delhi, India Corenza Full timeRoles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...
-
Certified Financial Planner
1 week ago
New Delhi, India Corenza Full timeRoles & Responsibilities:- Coordinating new client onboarding process with the back office team - Data gathering and Financial plan creation within agreed TAT and as per process checklists - Presentation of draft and final plans - Portfolio reviews and recommendations - Presentation of portfolio reviews and investment recommendations/exits to clients within...
-
Finance Manager
1 week ago
New Delhi, India PERFECTLY AVERAGE Full timeCompany Description PERFECTLY AVERAGE isn’t your typical jewelry brand — we’re redefining what “everyday luxury” means. Our demi-fine pieces blend high design with honest pricing, made to elevate your 9-to-9 look without the markup. From timeless chains to trend-driven watches, we craft pieces that feels personal, powerful, and perfectly you.Role...
-
Finance Manager
3 days ago
New Delhi, India PERFECTLY AVERAGE Full timeCompany Description PERFECTLY AVERAGE isn’t your typical jewelry brand — we’re redefining what “everyday luxury” means. Our demi-fine pieces blend high design with honest pricing, made to elevate your 9-to-9 look without the markup. From timeless chains to trend-driven watches, we craft pieces that feels personal, powerful, and perfectly you.Role...
