Financial Planner

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-XA and Series X-B. 2+ years of experience in financial...

Financial ConciergeMumbai 9 Years Of ExperienceNo. of Openings - 3Responsibilities: 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 crosschecking the generated financial plans Perform client...

Job Posting Title Manager - S&OP Planner Context/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,...

Prepare and monitor the financial budget on a monthly, quarterly and annual basis.Manage the company's financial planning.Manage all aspects of financial matters and decision making.Overseas all the financial operations of an organisation.Keep control on outstanding's, expenses, etc.Plan, Implement and manage investment strategies.Track and ensure cash flow...

Job Posting Title Manager - S&OP Planner Context/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,...

Company Profile - Fee Only Investment Advisers LLP is a SEBI Registered Investment Advisor (RIA) having a niche base of HNI financial planning clients within and outside India. The principal officer and partner Harsh Roongta is a well-known media personality who is an acknowledged expert on tax and personal finance matters. Harsh writes a fortnightly column...

Job ObjectivePosition Overview: A Stock Planner plays a crucial role in managing and optimizing inventory levels for a company or retail organization. They are responsible for developing and executing effective inventory strategies to meet customer demand, minimize stockouts, reduce excess inventory, and improve overall supply chain efficiency. The Stock...

Why We Work at Dun & BradstreetDun & Bradstreet unlocks the power of data through analytics, creating a better tomorrow. Each day, we are finding new ways to strengthen our award-winning culture and accelerate creativity, innovation and growth. Our 6,000+ global team members are passionate about what we do. We are dedicated to helping clients turn...

Africa Supply Chain and Inventory Planner:Job Id: 8842- City: Mumbai, Maharashtra, India- Department: Planning & Control- Function: SCM- Employee Type: Permanent Full Time- Seniority Level: Not Applicable- Description:Job Title Regional Supply Chain and Inventory Planner, AfricaFunction Supply ChainGJLABOUT UPL:UPL is focused on emerging as a premier global...

Demand Planner is one of the key strategic role within Workforce management .The individual is responsible for enabling the visibility on the demands across BU 'and Geo's for future business.In order to stay relevant this role plays a major role in effectively and efficiently collating the forecast for the new and replacement positions. Role will require to...

Posted30-Apr-2024Job typeFull timeCountryIndiaLocationGurgaon, MumbaiFunctionCommercialReporting LineRegional Manager India GTROn-site/RemoteOn-siteLevel of experienceIndividual Contributor/Support (Non - Managers)Contract typePermanentYOUR OPPORTUNITYYour OpportunityIn this role as Customer Planner GTR you will provide the regional India team with...

Primary responsibilities include: Preparation of financial statements as well as client financial and management accounting Managing and overseeing regulatory and compliance issues Preparation of Board Packs and client benchmarking analysis Reviewing new client's business operations and work with the team that implements solutions Responding to and following...

The Role:Where you fitShell Mobility represents the single largest customer-facing business in the group serving more than 30 million Mobility and over 250,000 Fleet customers per day through 500,000 service champions in over 44,000 sites across 70+ countries. Mobility is critical to establish Shell as the no. 1 mobility and convenience retailer.Achieving...

Demand Planner is a crucial role within Workforce Management, responsible for ensuring visibility on demands across Business Units (BUs) and Geographies to support future business needs.Enable visibility on demand across BUs and Geographies for future business.Collaborate with sales, delivery, finance, and RMG/TA teams to establish predictable demand...

Name: Employee id: Job Title: Lead - Demand & Supply Planning Job Grade: G9B Function: Global Supply Chain Sub-function: Manager's Job Title: Demand Planning – Global Supply Chain - India Skip Level Manager's Title: Function Head Title: Sr. GM - Global Supply Chain Location: Mumbai No. of Direct Reports (if any) ...

Designation Executive Training & ContentLocation Borivali /ThaneJob Description: Develop material for courses which we offer Conduct doubt sessions Research and update existing course materialsJob Types: Full-time, FresherBenefits: Flexible schedule Health insuranceSchedule: Day shiftAbility to commute/relocate: Mumbai, Maharashtra: Reliably commute or...

Roles and Responsibilities Certified Financial Plannerdoing Financial Planning for HNI clients in their current role.Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment Desired Candidate Profile Perks and Benefits

Responsibilities: Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters Develop and implement strategies to grow the department, enhance client satisfaction,...

At Dow, we believe in putting people first and we're passionate about delivering integrity, respect and safety to our customers, our employees and the planet. Our people are at the heart of our solutions. They reflect the communities we live in and the world where we do business. Their diversity is our strength. We're a community of relentless problem...