Associate Financial Planner
4 days 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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Associate Manager-Project Finance
7 days 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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Associate Manager-Project Finance
1 week 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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Front Office Associate
2 weeks ago
Nellore, India Ilara Hotel & Spa Full time**Key Responsibilities**: **Guest Relations & Service** - Welcome all guests with warmth, courtesy, and professionalism. - Ensure a smooth check-in and check-out process for all guests. - Anticipate and respond promptly to guest needs and requests. - Handle VIP and corporate guest arrivals and coordinate with other departments for special arrangements. -...
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Sr. Accountant
7 days ago
Nellore, India Pkace Solutions Full timePosition: Senior Analyst or Associate (Bilingual - French & English | Canadian GAAP and Taxation)Location: RemoteFirm: Pkace Solutions Private LimitedAbout our clientThey are a modern accounting firm redefining how CPAs work. Founded in 2018, they serve over 500 SMEs across Canada and are backed by international investors.Their collaborative web platform and...
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Sr. Accountant
1 week ago
Nellore, India Pkace Solutions Full timePosition: Senior Analyst or Associate (Bilingual - French & English | Canadian GAAP and Taxation)Location: RemoteFirm: Pkace Solutions Private LimitedAbout our clientThey are a modern accounting firm redefining how CPAs work. Founded in 2018, they serve over 500 SMEs across Canada and are backed by international investors.Their collaborative web platform and...
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Nellore, India MUFG Full timeAbout Us:MUFG Bank, Ltd. is Japan’s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank’s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the...
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Nellore, India MUFG Full timeAbout Us:MUFG Bank, Ltd. is Japan’s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank’s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the...
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Front Office Associate
2 weeks ago
Nellore, AP, IN Ilara Hotel and spa Chennai Full timeKey Responsibilities Guest Relations Service Welcome all guests with warmth courtesy and professionalism Ensure a smooth check-in and check-out process for all guests Anticipate and respond promptly to guest needs and requests Handle VIP and corporate guest arrivals and coordinate with other departments for special arrangements Maintain an updated knowledge...
