Financial Planning Expert
7 hours ago
Job Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you Key Responsibilities: ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions. ü Guide individuals in making informed financial decisions for long-term financial well-being. ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. ü Analyze financial data, track progress, and optimize financial plans for better results. ü Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred). ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same ü Minimum of 2 years of experience in financial advisory or related fields ü Strong knowledge of financial planning, investment strategies, and wealth management. ü Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. ü Analytical mindset with the ability to assess financial data and provide strategic recommendations. ü Self-driven, goal-oriented, and passionate about helping others achieve financial success. This role is ideal for professionals passionate about financial education and empowerment, helping individuals and businesses make informed financial choices for a secure future. Requirements MS-Excel
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Financial Planning Expert
7 hours ago
Mumbai, India Finnovate Full timeJob Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: ü Build strong relationships with clients by...
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Financial Expert
1 week ago
Mumbai, Maharashtra, India BuildINT - IoT world 🌎 Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionBuildINT focuses on providing automated intelligent products and immaculate engineering services. The company combines advanced progressive technologies with high-quality standards to achieve excellent customer service. BuildINT specializes in energy analytics, helping clients discover efficiency and cost reduction opportunities to improve...
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Financial Planning and Analysis Manager
2 weeks ago
Mumbai, India Beauty Garage Ltd Full timeCompany Description Beauty Garage Ltd. is synonymous with innovation, reliability, and a passion for creating beautiful hair. Committed to serving hairdressers, our mission is to provide cutting-edge hair care products and services tailored to their needs. With a focus on delivering expert education, creative inspiration, and exceptional salon support, we...
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Financial Planning and Analysis Manager
1 week ago
Mumbai, India Beauty Garage Ltd Full timeCompany Description Beauty Garage Ltd. is synonymous with innovation, reliability, and a passion for creating beautiful hair. Committed to serving hairdressers, our mission is to provide cutting-edge hair care products and services tailored to their needs. With a focus on delivering expert education, creative inspiration, and exceptional salon support, we...
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Financial Planning and Analysis Specialist
2 weeks ago
Mumbai, India Live Connections Full timeQualification: Qualified Chartered Accountants Only Years of experience: 3 to 6 years Post CA Work Mode: Hybrid Provide financial analysis and support to onshore teams for various FP&A activities such as Budgeting, forecasting, variance analysis, Management reporting, running MIS etc. Provide financial insights and projections Provide reliable data and...
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Financial Planning and Analysis Specialist
2 weeks ago
Mumbai, India Live Connections Full timeQualification: Qualified Chartered Accountants Only Years of experience: 3 to 6 years Post CA Work Mode: Hybrid Provide financial analysis and support to onshore teams for various FP&A activities such as Budgeting, forecasting, variance analysis, Management reporting, running MIS etc. Provide financial insights and projections Provide reliable data and...
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Financial Planning and Analysis Specialist
2 weeks ago
mumbai, India Live Connections Full timeQualification: Qualified Chartered Accountants Only Years of experience: 3 to 6 years Post CA Work Mode: Hybrid Provide financial analysis and support to onshore teams for various FP&A activities such as Budgeting, forecasting, variance analysis, Management reporting, running MIS etc. Provide financial insights and projections Provide reliable data and...
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Financial Planning and Analysis Specialist
2 weeks ago
Mumbai, India Live Connections Full timeQualification: Qualified Chartered Accountants Only Years of experience: 3 to 6 years Post CA Work Mode: Hybrid Provide financial analysis and support to onshore teams for various FP&A activities such as Budgeting, forecasting, variance analysis, Management reporting, running MIS etc. Provide financial insights and projections Provide reliable data and...
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Financial Planning
3 hours ago
Mumbai, Maharashtra, India Citi Full time ₹ 8,00,000 - ₹ 15,00,000 per yearThe Financial Planning and Analysis Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The overall objective is to utilize specialty knowledge to create reports/analyses that gauge Citi's alignment with forecasted...
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Financial Planning
2 weeks ago
mumbai, India JPMorgan Chase Full timeYou are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right teamAs an Associate in Financial Planning & Analysis within the Corporate and Investment Bank Central Planning & Analysis team, you will lead and coordinate the budgeting and forecasting process, manage financial submissions, and collaborate with...
