Current jobs related to Certified Financial Planner - Mumbai - Exela technologies

  • Financial Planner

    5 months ago


    Mumbai, India GEPL Capital Full time

    **About the job**: - Able to understand client’s requirements needed to draft a detailed financial plan & conduct one on one client meetings - Advising clients on their existing portfolio. - Restructuring the portfolio based on their needs - Reviewing clients’ accounts and planning regularly to determine life changes that would affect financial...


  • Mumbai, Maharashtra, India Planyourworld Training Academy Private Limited Full time

    Job Title: Certified Financial Planner Company Overview: Planyourworld Training Academy Pvt. Ltd. is dedicated to spreading financial literacy and empowerment. We provide comprehensive financial education to help individuals and families take control of their financial futures. Job Summary: **Salary**: - CTC from 10 to 15 lacs + performance...

  • Financial Planner

    3 months ago


    Navi Mumbai, India Finoviser Financial Services Full time

    **Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

  • Financial Planner

    3 months ago


    Goregaon East, Mumbai, Maharashtra, India Bizaccenknnect Pvt. Ltd. Full time

    **Job description** **Profile - ** Financial Planner **Experience - **2 years - Must having excellent Communication - Must having Experience as financial Planner. - Deep Knowledge about Financial Planning. **Qualification** - Graduate **Certified - **CFP / CWM / NISM XA-XB. **( any of this must with Graduation )** **Location - **Goregaon East,...

  • Financial Planner

    3 months ago


    Mumbai, Maharashtra, India Bizaccenknnect Pvt. Ltd. Full time

    **JOB DESCRIPTION**: **Experience: 2+ Years in Financial Planning** **Certification: CFP CERTIFIED FINANCIAL PLANNER** **CWM / NISM XA - XB** **Location: Goregaon Mumbai** ▪ Create a financial plan after understanding the client profile. ▪ Understand Approach and services. ▪ Keep an eye on the Client Financial Plan and hold meetings to discuss...

  • Financial Planner

    4 months ago


    Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

  • Financial Planner

    3 months ago


    Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3 - 5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

  • Financial Planner

    4 months ago


    Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

  • Financial Planner

    3 months ago


    Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

  • Wealth Planner

    4 months ago


    Mumbai, Maharashtra, India ZISPL Full time

    Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc. - Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certification from NISM Series-X-A and Series X-B. - 2+ years of experience in financial...


  • Mumbai, Maharashtra, India Vibrant Securities Pvt Ltd Full time

    **JOB ROLE - FINANCIAL PLANNER** Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Training to corporate, high net worth individuals and retail clients. **Company...


  • Mumbai, Maharashtra, India Manek Financial Advisors Pvt Ltd Full time

    The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...


  • Mumbai, India ProHreach Hiring Solution Full time

    Company Name: Azuke Global Investment Adviser LLP Address: Awfis, 10th Floor, RCity Offices, LBS Rd, Adjoining RCity Mall, Ghatkopar West, Mumbai, Maharashtra 400086Job Title: Senior CFPQualifications:- Professional degree or post-graduate in finance- Minimum 5 years of experience in investment advisory- CFP certification Job Description:Investment...


  • Mumbai, India ProHreach Hiring Solution Full time

    Company Name: Azuke Global Investment Adviser LLP Address: Awfis, 10th Floor, RCity Offices, LBS Rd, Adjoining RCity Mall, Ghatkopar West, Mumbai, Maharashtra 400086Job Title: Senior CFPQualifications:- Professional degree or post-graduate in finance- Minimum 5 years of experience in investment advisory- CFP certification Job Description:Investment...

  • Junior Planner

    3 months ago


    Navi Mumbai, Maharashtra, India V-Finanical Services Full time

    **JOB RESPONSIBILITIES** - Should have knowledge of financial planning - Have to work on various PPT and XL formulas to present certain requirement of clients in specific format - Innovate new way of presenting data to clients every time - Product specific planning and monitoring the performance - Working closely with senior planner and executing day to day...

  • Curriculam Planner

    4 weeks ago


    Mumbai, Maharashtra, India Orchids The International School Full time

    **Job Title: Financial Literacy Planner** **Job Overview**: **Responsibilities and Duties**: **Content (Primary Task)**: - Write instructional and activity-based content. - Research on current pedagogy in the educational world. - Create worksheets for classwork and homework. - Write and design textbooks/workbooks. - Create and design activities for...


  • Mumbai, Maharashtra, India Plan Ahead Wealth Advisors Pvt.Ltd Full time

    Para Planner / Junior Planner / Associate - Location: - Bengaluru - 2 / Gurugram - 2 / Pune - 2 experience - 2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessary For Planner - SEBI regulations - Post Grad + NISM XA, NISM XB and 2 yrs relevant work ex **Job...

  • Financial Planner

    3 months ago


    Mumbai, India The 1% Club Full time

    What is The 1% Club The 1% Club is a members-only club for highly driven individuals who aspire to achieve financial independence and retire early. It is a platform that provides members with valuable insights, resources, and exclusive opportunities to learn, network and collaborate with other like-minded individuals. As a member of the 1% Club, you have...

  • Financial Planner

    4 months ago


    Mumbai, India BizaccenKnnect Pvt Limited Full time

    **Location - **Goregaon East, Mumbai, India **Responsibilities: -**: - Create a financial plan after understanding the client profile. - Understand 1 Finance Approach and services. - Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. - Verifying and cross-checking the generated financial plans. ▪ Perform...

  • Financial Planner

    4 months ago


    Mumbai, India Three Pentacles Full time

    **Their Day to Day job will include** 1. Align Meetings for prospective clients. 2. Participate in Customer meetings taking Minutes of meetings and engaging clients 3. Working with seniors on proposals for Execution. 4. Execution of solution provided. 5. Aligning, Participating and doing review meetings with existing clients connects. 6. Finding out and...

Certified Financial Planner

5 months ago


Mumbai, India Exela technologies Full time

Designation
- Executive - Training & Content

Location
- Borivali /Thane

**Job Description**:

- Develop material for courses which we offer
- Conduct doubt sessions
- Research and update existing course materials

**Job Types**: Full-time, Fresher

**Benefits**:

- Flexible schedule
- Health insurance

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)
- Health insurance