Financial Planning

Primary Role To provide financial advice and guidance to clients on various aspects of personal or business finance. This includes analysing client's financial status, goals and investment preferences, developing and implementing comprehensive financial plans, advising clients on investment strategies and risks managements, and monitoring clients investments...

Company OverviewMax Life Insurance is a premier life insurance company focused on securing the financial future of clients. Through growth and expansion, the company seeks enthusiastic and committed individuals to join as part-time or full-time agents. It offers a unique career opportunity for housewives, retirees, and financial advisors to make a...

**Responsibilities**: Financial Management: Take ownership of the organization's financial strategy, planning, and budgeting. Develop financial models and forecasts, monitor financial performance, and provide accurate and timely financial reports to the executive team. Unit Management: Act as the Commercial Unit Head, responsible for overseeing and...

Job SummaryWe are seeking a highly skilled and strategic Deputy Chief Financial Officer (CFO) to join our executive team. As a key member of our leadership team, you will oversee all financial aspects of the company, including financial strategy, planning, analysis, and bank relationships.Key ResponsibilitiesDevelop and oversee comprehensive financial...

Accounting ExpertiseKaapro Management Solutions seeks an experienced Sr. Accountant to play a key role in our financial operations. The ideal candidate will have a strong background in accounting, including experience with financial statement preparation, budgeting, and forecasting. They will also possess excellent analytical and problem-solving skills, as...

Alpino Health Foods Private Limited is a leading FMCG company. We are committed to excellence in everything we do and are looking for an experienced and strategic Chief Financial Officer (CFO) to join our executive team. As CFO, you will play a critical role in shaping the financial strategy and ensuring the financial health of our organization. **Roles and...

Deputy CFO – India (Multifamily Real Estate & Restaurant Industry)Overview:We are a rapidly growing, privately owned company seeking a highly skilled and strategic Deputy Chief Financial Officer (CFO) with extensive multifamily real estate and restaurant industry experience to join our executive team. The Deputy CFO will oversee all financial aspects of...

Job description 1. Executing orders on behalf of clients 2. Updating clients on various trade related activities 3. Building a good relationship with clients and advising them on financial markets 4. Giving trade and post trade services to the clients 5. Focusing on reactivation of dormant accounts 6. Must hold an experience of working on ODIN into equity...

1. Executing orders on behalf of clients 2. Updating clients on various trade related activities 3. Building a good relationship with clients and advising them on financial markets 4. Giving trade and post trade services to the clients 5. Focusing on reactivation of dormant accounts 6. Must hold an experience of working on ODIN into equity markets 7. Good...

Deputy CFO – India (Multifamily Real Estate & Restaurant Industry)Overview:We are a rapidly growing, privately owned company seeking a highly skilled and strategic Deputy Chief Financial Officer (CFO) with extensive multifamily real estate and restaurant industry experience to join our executive team. The Deputy CFO will oversee all financial aspects of...

Deputy CFO – India (Multifamily Real Estate & Restaurant Industry)Overview:We are a rapidly growing, privately owned company seeking a highly skilled and strategic Deputy Chief Financial Officer (CFO) with extensive multifamily real estate and restaurant industry experience to join our executive team. The Deputy CFO will oversee all financial aspects of...

Deputy CFO – India (Multifamily Real Estate & Restaurant Industry) Overview: We are a rapidly growing, privately owned company seeking a highly skilled and strategic Deputy Chief Financial Officer (CFO) with extensive multifamily real estate and restaurant industry experience to join our executive team. The Deputy CFO will oversee all financial aspects...

Key Responsibilities:Financial Reporting & Compliance:Ensure accurate and timely financial reporting in compliance with Indian and US financial regulations, including GAAP, Companies Act, and SEBI guidelines.Monitor internal controls to safeguard financial integrity and prevent risks related to fraud, misstatements, or inefficiencies.Strategic Financial...

Company: Geojit Financial Services Position: Equity Dealer Location : Surat, Gujarat 1+ yr experience in broking industry NISM certificate is mandatory **No self trader allowed to apply, only company experience as equity dealer valid** Age: max 30 years NISM Certificate is mandatory Prime Responsibility - Revenue generation from dealing & Other...

Greetings from Recruit Bazaar!! We take this opportunity to introduce to you “Recruit Bazaar”, A New Generation Manpower Recruitment Company & most reliable HR firm in India. We have urgent opening for Chief Financial Officer (CFO) Profile. - **Job Title**_: Chief Financial Officer (CFO) - **Location**_: Surat (Subjail) - **Industry**:_ Textile...

The Chief Financial Officer (CFO) is a key executive responsible for managing the financial aspects of an organization. The specific duties and responsibilities of a CFO may vary depending on the size and nature of the organization, but generally include the following: - **Financial Planning and Strategy**: - Develop and implement financial strategies,...

**ONLY FEMALE CANDIDATES** 1) need to work on customer file (loan related documents) and prepare for the final procedure. 3) can comfortabley work with computer and should familier with basic skills. 4) full time job (10 p.m to 7 p.m) 5) should have prior knowledge about (INCOME TAX, GST, BANKING) **Job Types**: Full-time, Fresher **Salary**:...

One of our esteem Financial Investment company based in Surat is looking otu for the below role to be filled in their Head office: **Job location** - Surat (Head Office) **Job Title**: - Financial Content Developer **Roles and Responsibilities**: - Writing articles on topics related to finance. - Writing blogs as required for our websites. - Making...

**Roles and Responsibilities** - Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of IFA's **Internal Focus** - Branch Service Operations, Channel team **External Focus** - Distributors,...

Profile – Relationship / Wealth Manager Position Title : Asst. Manager / Manager /AVP Function: Client Relationship Management Role Context : As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of...