Financial Planner

**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...

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

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...

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...

**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...

**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...

Financial Concierge Mumbai 4 - 9 Years Of Experience No. of Openings - 3 **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...

**Position**: Event planner **Experience**: 6 months - 2 years **Qualification**: 12th pass **Location**: Dombivali (Safalya building, near thakur vada pav) **Job type**: Work from office **Industry preferred**: Advertising, Events or Media **Working days**: Monday - Saturday (10am - 7pm) **RESPONSIBILITIES**: - Perform research in order to gain deep...

About the Customer Company is a financial organization that provides investment and insurance services for those working for organizations in the nonprofit industry in academic, research, medical, government, and cultural fields. About the Role **Designation**: **Strategic Planner** **Position Summary**: The analyst position is responsible for the...

Job Posting TitleManager - S&OP PlannerContext/Scope:Regional Replenishment Planner is a key managerial position responsible for S&OP function within the region. Regional Replenishment Planner collaborates closely with Supply & Commercial function for western region. Role plays an essential role in the supply chain function by using analytical, marketing,...

Job Posting TitleManager - S&OP PlannerContext/Scope:Regional Replenishment Planner is a key managerial position responsible for S&OP function within the region. Regional Replenishment Planner collaborates closely with Supply & Commercial function for western region. Role plays an essential role in the supply chain function by using analytical, marketing,...

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 implements solutions - Responding to...

Job Objective Position Overview: A Stock Planner plays a crucial role in managing and optimizing inventory levels for a company or retail organization. They are responsible for developing and executing effective inventory strategies to meet customer demand, minimize stockouts, reduce excess inventory, and improve overall supply chain efficiency. The Stock...

**Position Title: Outdoor Media Planner** **Location: Borivali West, Mumbai, India** **Company: Global Advertisers Pvt Ltd** **Job Summary**: **Responsibilities**: - **Client Collaboration**: - Liaise with clients to understand their advertising objectives, target audience demographics, and campaign goals. - Collaborate with clients to develop customized...

**JOB PURPOSE To function as one of the key resources within the planning team of EPS - Nayara Energy Limited To carry short term planning functional responsibilities. Group Financial Outlook: - To prepare Group Financial Outlook (GFO) for the year, providing financial analysis to the management, cash flow projection, product outlook, financial projection...

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  

At Dow, we believe in putting people first and we’re passionate about delivering integrity, respect and safety to our customers, our employees and the planet.  Our people are at the heart of our solutions. They reflect the communities we live in and the world where we do business. Their diversity is our strength. We’re a community of relentless...

At Dow, we believe in putting people first and we’re passionate about delivering integrity, respect and safety to our customers, our employees and the planet.  Our people are at the heart of our solutions. They reflect the communities we live in and the world where we do business. Their diversity is our strength. We’re a community of relentless...

Roles and Responsibilities   Certified Financial Plannerdoing 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  

AbouttheCustomer Companyis a financial organization that provides investment and insuranceservices for those working for organizations in the nonprofitindustry in academic research medical government and culturalfields. AbouttheRole Designation:StrategicPlannerPositionSummary:Theanalyst position is responsible for the maintenance of...