Financial Planner

3 weeks ago


Mumbai, Maharashtra, India Nuvama Wealth Full time
Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.

The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the "client-first" philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey
.Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service coverage.

Role Overview:
As a Financial Planner, you will be responsible for providing personalized financial advice and solutions to clients. This role requires a combination of analytical skills, market knowledge, and a strong client focus to deliver outstanding financial planning services

Key Responsibilities:
Assess clients' financial needs, goals, and risk tolerance
Develop and present comprehensive financial plans tailored to individual clients.
Monitor market trends and provide timely investment recommendations.
Guide clients in areas such as wealth management, insurance, retirement planning, and tax optimization.
Maintain up-to-date knowledge of financial products, services, and regulatory requirements.
Build and nurture strong client relationships to ensure long-term engagement.
Collaborate with the team to achieve collective goals and share best practices.

Qualification:
Bachelor's or master's degree in finance, Economics, Business, or a related field.
Certification in financial planning (CFP) or progress toward one is preferred.
1-2 years of relevant experience in financial advisory or planning.
Strong analytical and interpersonal skills.
Sound knowledge about financial markets and products such as AIF, PMS, FI, MF


  • Mumbai, Maharashtra, India Corenza Full time

    About CompanyA trusted wealth advisory firm providing expert financial guidance for over 20 years, ensuring long-term financial well-being across generations.Roles & Responsibilities:Coordinating new client onboarding process with the back office teamData gathering and Financial plan creation within agreed TAT and as per process checklistsPresentation of...


  • Mumbai, Maharashtra, India Alkem Laboratories Ltd. Full time

    About UsAlkem Laboratories Limited is an Indian multinational pharmaceutical company headquartered in Mumbai. We have a strong presence in over 50 countries and are consistently ranked amongst the top ten pharmaceutical companies in India.Job SummaryWe are seeking a highly skilled Financial Planner for Manufacturing Operations to join our team. The ideal...


  • Mumbai, Maharashtra, India CREATIVE MINDS Full time

    Company DescriptionCREATIVE MINDS "A House Of Events" is a Mumbai-based event management company specializing in Weddings, Social Events and Conferences. We are dedicated to creating employment opportunities and delivering exceptional event experiences. Stay tuned for exciting event updates and a happy eventing experienceRole DescriptionThis is an internship...


  • Mumbai, Maharashtra, India Crescendo Global Full time

    Crescendo Global is a leader in Senior to C-level niche recruitment, passionate about empowering job seekers and employers with an engaging and memorable job search and leadership hiring experience. We are seeking a seasoned professional to join our team as a Financial Planning and Analysis Director.About the RoleThe successful candidate will be responsible...


  • Mumbai, Maharashtra, India Shoppers Stop Full time

    Retail Planner/ Retail MerchandiserExp-1-4 yearsEducational Qualification- MBA or NIFTLocation- Malad, MumbaiRole and ResponsibilitiesAssistant Merchandiser is responsible for managing the stock and intake of each option within a department throughout its life, ensuring that availability is maintained at all times and in accordance with the assortment plan...

  • Manager Demand Planner

    10 hours ago


    Mumbai, Maharashtra, India Parle Agro Pvt Ltd Full time

    B.E/B.Tech Candidates with 10 to 15 years of experience from #Beverage , FMCG, Food industry only apply. Technical Knowledge : Demand Planning professional with end-to-end planning experience and front-end sales /marketing exposure of 8 year sHands on experience in Advanced Planning Systems (APS)- Demand Planning modules e.g. SAP APO, IBP, BY, O9, Kinaxis,...

  • Demand Planner

    2 weeks ago


    Mumbai, Maharashtra, India SUN PHARMA Full time

    Name: Employee id: Job Title: Lead - Demand & Supply Planning Job Grade: G9B Function: Global Supply Chain Sub-function: Manager's Job Title: Demand Planning – Global Supply Chain - India Skip Level Manager's Title: Function Head Title: Sr. GM - Global Supply Chain Location: Mumbai No. of Direct Reports...

  • Portfolio Manager

    2 weeks ago


    Navi Mumbai, Maharashtra, India Talent Corner Full time

    Roles and Responsibilities   Certified Financial Planner doing Financial Planning for HNI clients in their current role. Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment Desired Candidate Profile   Perks and Benefits  


  • Navi Mumbai, Maharashtra, India Ceekay Multi Services Full time

    Company Overview: Ceekay Multi Services is a leading provider of business solutions, and we are committed to delivering exceptional results for our clients. As a key member of our team, you will play a critical role in helping us achieve our goals.Job Description:Streamline accounting and operational processes to enhance productivity.Monitor and improve cash...


  • Mumbai, Maharashtra, India Discoveries Quintessential Full time

    Digital Solutions for BFSI LeadersAs a leading digital agency, we specialize in delivering innovative solutions for BFSI sector leaders. Our expert team collaborates with top BFSI brands to drive thought leadership, digital transformation, and nation-building initiatives.Account Planner Job Description:We are seeking an experienced Account Planner to join...


  • Mumbai, Maharashtra, India Seven Consultancy Full time

    JOB DETAILS We are looking for Relationship Manager for our Office. Here, existing investors and new leads will be assigned to RM and they to need reach out to them for business and service. This job has a flavour of financial planning role since you need to under FUNCTIONAL AREA marketing,relationship management,sales,financial planning,business...


  • Mumbai, Maharashtra, India Parle Agro Pvt Ltd Full time

    B.E/B.Tech Candidates with 10 to 15 years of experience from #Beverage, FMCG, Food industry only apply.Technical Knowledge :- Demand Planning professional with end-to-end planning experience and front-end sales /marketing exposure of 8 year- sHands on experience in Advanced Planning Systems (APS)- Demand Planning modules e.g. SAP APO, IBP, BY, O9, Kinaxis,...


  • Mumbai, Maharashtra, India Discoveries Quintessential Full time

    Account Planner (BFSI) | BangaloreLocation:BangaloreExperience:10+ years in digital agencies (BFSI sector)Salary:CompetitiveRole Overview:We are looking for anAccount Plannerto developresearch-driven strategiesthat enhance digital engagement for BFSI clients. This role requires expertise inhigh-level consulting, data-driven strategy formulation, and aligning...


  • Mumbai, Maharashtra, India Arin Consultancy Private Limited Full time

    Job Description of Analyst/ Financial Planner Job Responsibilities will include: Reporting Regular reports – Daily / Weekly / PWMS Other reports – Product note / MF analysis report Client centric reports – Monthly / Direct Equity (with customized factsheet) / Capital Gains / Yearly reports Client Management client conversion ...


  • Mumbai, Maharashtra, India NTT America Solutions, Inc. Full time

    As a Senior Strategic Advisor, you will play a critical role in helping NTT DATA achieve its goals and objectives. You will work closely with senior management stakeholders to create medium-term strategic plans that improve operations and increase profitability.Your responsibilities will include providing sound strategic advice to senior management...

  • SAP TR – Treasury

    2 weeks ago


    Mumbai, Maharashtra, India Anicalls (Pty) Ltd Full time

    o 6-10 years of Hands-on experience with any of the SAP Treasury core components (i.e., Cash management, Transaction manager, In-house cash, Credit Management, Dispute management Risk analyzers, Liquidity planner, Hedge management and accounting, SWIFT integration, BCM, Integration with financial accounting and other applications). o Solid experience 4-5...

  • Senior Planner

    2 weeks ago


    Mumbai, Maharashtra, India Bechtel Corporation Full time

    Job Summary:In this role, you will work with the project team, customer and designated EPC contractors to prepare schedule data. You will be instrumental in ensuring projects stay on track and on time. You will collate schedule data from EPC contractors, analyze schedule issues and provide feedback to project team and customer. You will help EPC contractors...


  • Mumbai, Maharashtra, India Piramal Group Full time

    Business: Piramal Critical Care  Department: Supply Chain  Location: Kurla, Mumbai Travel: Medium  Job Overview The Demand Planning Manager is responsible for supporting demand planning team in preparing the global monthly demand within PCC.  This position is responsible for the development and maintenance of global demand forecasts that are used...


  • Mumbai, Maharashtra, India Ness Digital Engineering Full time

    Description About The Role As a leader of Business Finance and Transformation, under this role person will be responsible for overseeing all aspects of industry and service line financial operations, including budgeting, financial planning, analysis, reporting, and risk management, with a primary focus on strategic decision-making to optimize profitability...


  • Mumbai, Maharashtra, India Google Full time

    Job DescriptionMinimum qualifications:- Bachelor's degree in Business Management, Public Policy, Finance, Real Estate, Technology, Engineering, or equivalent practical experience.- 15 years of experience building and executing asset strategies in the context of the India Region.- Experience building and managing teams, with cross-functional...