Associate Financial Planner
4 weeks ago
Job Title: Associate Financial Planner Location: Remote Salary Range: ₹30,000 – ₹40,000 per month Experience: Freshers or 1–2 years in financial planning or related roles CFP 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 experience for our clients. As an associate, you will act as the bridge between the client and our internal support team, as well as between the lead advisor and the client.Your role is crucial in helping clients feel supported, understood, and guided at every step of their financial journey. You’ll work closely with senior advisors to execute financial plans, coordinate client meetings, and ensure timely follow-ups, all while developing your skills in financial planning and client communication.What You’ll Do: Coordinate across teams: Act as the communication bridge between the lead advisor, internal support teams, and the client to ensure that all planning-related tasks are executed efficiently and on time. Support client meetings: Prepare meeting notes, collect relevant data, and help structure financial plans. Join client meetings alongside the lead advisor and ensure all action items are tracked and completed. Assist in financial planning: Work closely with the lead advisor to build and update financial plans, run basic analyses, and prepare investment summaries and reports for client discussions. Manage follow-ups: Ensure timely follow-ups after client meetings, track deliverables, and update internal systems to keep the planning process moving forward smoothly. Maintain client records: Organize and update client documentation, investment details, and financial goals in our systems to ensure easy access and compliance. Enable a seamless client experience: Be proactive in resolving client queries, coordinating with internal teams, and ensuring every client feels supported throughout their financial journey.Requirements: A fresher or a candidate with up to 2 years of relevant experience in financial services or wealth management Strong communication and interpersonal skills Detail-oriented and able to manage multiple tasks with deadlines Eager to learn and take initiative in a dynamic team environment Comfortable working with financial tools, software, and spreadsheets Preferably a graduate in finance, commerce, or a related field (CFP students or aspirants are a plus)Important: Please do not apply without carefully reading the full job description above. This role requires a high level of responsibility, proactiveness, and empathy. We're building long-term relationships with clients and we’re looking for someone who truly wants to grow in this field.
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(3 Days Left) Business Development Manager
3 weeks ago
India, Nellore Max Financial Services Full timeJob Description Job Description Job Title BDM - APC Location Multiple Department Agency Function Agency Partner Channel Reporting to Office Head Band 4A Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers,...
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Articled Assistant
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Associate Manager-Project Finance
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Associate Manager-Project Finance
4 weeks ago
Nellore, India Sutherland Full timeWe are looking for candidates with experience in the energy, solar, wind, or infrastructure sectors. Description: • The Credit Analyst (buy-side role) supports the CLO funds of Global Asset Manager with a focus on the U.K and U.S. markets, identifying investment opportunities and monitoring existing portfolio of Leveraged Loans. The role involves thorough...
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Nellore, India Turing Full timeAbout Turing: Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier...
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Technical Project Manager, Supply Chain Systems
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Nellore, India ANSR Full timeANSR is hiring for one of its clients.About Dr. Martens:Dr. Martens is an iconic British brand founded in 1960 in Northamptonshire. Produced originally for workers looking for tough, durable boots, the brand was quickly adopted by diverse youth subcultures and associated musical movements. Dr. Martens has since transcended its working-class roots while still...
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Sr. Accountant
4 weeks ago
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Sr. Accountant
4 weeks ago
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Nellore, India Amicis Solutions Full time🏢 About Amicis Solutions Amicis Solutions is a leading Microsoft partner headquartered in Alpharetta (Atlanta), Georgia, specializing in Dynamics 365 Finance & Operations, Supply Chain, Commerce, and Azure/Power Platform—focused on the Retail, Hospitality, C‑Store, and Special & Gourmet Food industries. We have offices across 6 countries and a...
