Financial Planner

Financial Concierge FPC- Thane 2 - 6 Years Of Experience No. of Openings - 1 **Responsibilities**: - Understand 1 Finance Approach and services - Create a financial plan after understanding the client profile - Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress - Verifying and cross-checking the...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

Responsibilities: Understand 1 Finance Approach and services Create a financial plan after understanding the client profile Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress Verifying and cross-checking the generated financial plans Perform client service activities Make nudges for the...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

Responsibilities: Understand 1 Finance Approach and services Create a financial plan after understanding the client profile Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress Verifying and cross-checking the generated financial plans Perform client service activities Make nudges for the clients Ensuring...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

A job description for a financial advisor typically includes the following elements: **Job Title**: Financial Advisor **Job Summary**: The financial advisor provides comprehensive financial planning and investment management services to clients. They assess clients' financial situations, develop personalized financial strategies, and offer guidance on...

**CA FRESHERS CAN APPLY** **Primary responsibilities include**: - Preparation of financial statements as well as client financial and management accounting - Managing and over-seeing regulatory and compliance issues - Preparation of Board Packs and client bench-marking analysis - Reviewing new client's business operations and work with the team that...

**Principal Duties/Responsibilities** The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity. Primary responsibilities include: - Preparation of financial...

Position Name: Senior General Manager - Assistant PlannerLevel : L4-A - Senior General ManagerReports to: EVP - Head ControllerPURPOSE OF THE ROLE:Purpose of the role is to Performance manage India Hub for its delivery against AOP objectives on NSV, Share, GM, OP and Working Capital. Qualification: CA/MBA Years of Experience: 13-16 years of Experience in...

**Requisition ID**: 6394 **Location**: Thane If the chemistry is right, we can make a difference at LANXESS: speed up sports, make beverages last longer, add more color to leisure time and much more. As a leading specialty chemicals group, we develop and produce chemical intermediates, additives, specialty chemicals and high-tech plastics. With more than...

Requisition ID:  [[6394]] Location:  [[Thane]] If the chemistry is right, we can make a difference at LANXESS: speed up sports, make beverages last longer, add more color to leisure time and much more. As a leading specialty chemicals group, we develop and produce chemical intermediates, additives, specialty chemicals and high-tech plastics. With...