Financial Planning Manager

2 weeks ago


Chandigarh, India OneInsure Full time

Company Description

OneInsure, the online entity of Robinhood Insurance Broker Ltd., is a leading IRDAI-licensed Insurance Broking Firm founded in 2008 by IIT and IIM alumni. offers a comprehensive range of life and general insurance products from leading companies, allowing easy comparison and knowledge-sharing for thousands of customers. With nationwide operations across 7 major cities and 35+ branches, our 700+ employees are dedicated to customer satisfaction. OneInsure also provides valuable services such as claim settlement and renewal reminders, ensuring a smooth and fair claim process for all policyholders. Our OneInsure app, shaped by customer feedback, offers 60+ services including renewal reminders and tax certificate generation.

Role Description

This is a full-time hybrid role for a Financial Planning Manager based in Chandigarh, allowing some work from home flexibility. The Financial Planning Manager is responsible for developing financial plans, providing investment advice, developing strategies to meet financial goals, analyzing financial data, and driving sales of financial products. Daily tasks include meeting with clients, conducting financial assessments, researching investment opportunities, and preparing detailed financial reports.

Qualifications

  • Strong Financial Planning and Investment skills
  • Excellent Analytical Skills and Finance knowledge
  • Proven Sales capability within financial services
  • Excellent communication and interpersonal skills
  • Ability to work independently and in a hybrid work environment
  • Bachelor's degree in Finance, Economics, or related field; Certified Financial Planner (CFP) designation is a plus


  • Chandigarh, Chandigarh, India OneInsure Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionOneInsure, the online entity of Robinhood Insurance Broker Ltd., is a leading IRDAI-licensed Insurance Broking Firm founded in 2008 by IIT and IIM alumni. offers a comprehensive range of life and general insurance products from leading companies, allowing easy comparison and knowledge-sharing for thousands of customers. With nationwide...


  • Chandigarh, India Zscaler Full time

    Senior Financial Analyst - Financial Planning & Analysis General and Administrative teams help to support and scale our great company. Whether striving to grow our workforce, nurture an amazing culture and work environment, support our financial and legal operations, or maintain our global infrastructure, the G&A team provides a strong foundation for...


  • Chandigarh, Mohali, India Roundglass Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Position Title: Lead, FP&ALocation: MohaliPosition Type: Regular, Full-timeThe FP&A Lead will be responsible for directing and organizing the financial planning and analysis process across the company, including the preparation, reporting, variance analysisof the departmental budgets, forecasts, and key financial metrics. You will provide insightsand sound...


  • Aloft Chandigarh Zirakpur, India Roundglass Full time

    Position Title: Lead, FP&ALocation: MohaliPosition Type: Regular, Full-time The FP&A Lead will be responsible for directing and organizing the financial planning and analysis process across the company, including the preparation, reporting, variance analysisof the departmental budgets, forecasts, and key financial metrics. You will provide insightsand sound...

  • Assistant Manager

    1 day ago


    Chandigarh, Chandigarh, India HDB Financial Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesPlan branch audits in consultation with the reporting manager.Execute branch audits as per the Risk Based audit plan.Ensure thorough pre audit preparations prior to visiting the branchComplete the branch audit within allotted timeframe with comprehensive coverage.Identify and highlight material discrepancies immediately for further...


  • Chandigarh, India Benovymed Healthcare Private Limited Full time

    Oversee the companys financial planning, budgeting, and risk management strategies. Manage investor relations, capital structure, and compliance with financial regulations. Develop financial forecasts and analyze key performance indicators to drive profitability. Must have a strong background in financial modeling, fundraising, M&A, and cost optimization....

  • Financial Controller

    2 weeks ago


    Chandigarh, India RAHI Care Official Full time

    Company Description RAHI Care Official is a network of quality renal care centers across India, dedicated to providing accessible and affordable healthcare to individuals with kidney disorders. With modern facilities and skilled medical professionals, RAHI Care aims to offer the highest standard of kidney care in regions where such services are lacking. The...


  • Chandigarh, Chandigarh, India RAHI Care Official Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company DescriptionRAHI Care Official is a network of quality renal care centers across India, dedicated to providing accessible and affordable healthcare to individuals with kidney disorders. With modern facilities and skilled medical professionals, RAHI Care aims to offer the highest standard of kidney care in regions where such services are lacking. The...


  • Chandigarh, India Omega Financial Full time

    We are looking for a versatile and highly-organized “administrator assistant” to perform personalized administrative duties for senior management. In this role, you will be responsible for scheduling meetings, taking notes, and handling correspondence on behalf of managers. You may also be required to make travel arrangements and assist with other duties...

  • Credit Manager

    4 days ago


    Chandigarh, India Credila Financial Services Limited Full time

    Job DescriptionThe Credit Manager will report to the Area Credit manager and be responsible for assessing Educational Loan applications from students and underwriting the same in accordance with the credit policy.Responsibilities1) Maintaining Credit Quality as desired by the Senior ManagementManaging respective vendors for maintaining quality and TAT for...