See more Collapse

Financial Planner

2 months ago


Hyderabad, India VMSIGMA FINSERV PRIVATE LIMITED Full time

**Job description**

**Job Description of a CFP**
- Must be good at All calculations like FV, PV, RATE, NETWORTH...etc
- Deliver a full range of goals-based financial planning/wealth strategies including assessment of client needs
- Deliver holistic goals-based financial solutions to clients
- Prepare and present detailed customized client reports
- To review the Investment Strategy and to suggest any modification if required
- Good understanding of various financial products and markets.
- Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
- Proficient in MS Office (Excel, Word, PowerPoint)
- Proactive, positive approach. Able to grasp/learn concepts and procedures quickly
- Good communication skill with great leadership quality

**Salary**: ₹11,089.66 - ₹49,103.70 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Application Deadline: 27/04/2023


We have other current jobs related to this field that you can find below

  • Financial Planner

    2 months ago


    Hyderabad, India Makuta Developers and Infrastructure pvt Ltd Full time

    We are seeking a skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for analyzing our clients' financial situations and crafting comprehensive plans to assist them in achieving their financial goals. Your expertise in investment strategies, risk management, and financial analysis will be crucial in...


  • Domalguda, Hyderabad, Telangana, India Prosporaisers Financial Services Full time

    Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

  • Planner II

    3 days ago


    Hyderabad, India TechnipFMC Full time

    Planner II Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a culture that...

  • Planner II

    2 days ago


    hyderabad, India TechnipFMC Full time

    Planner II Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a culture...

  • Planner Iii

    7 days ago


    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Planner Ii

    5 days ago


    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Financial Advisor

    2 months ago


    Hyderabad, India Investimwnto Welfare Advisor Pvt Ltd Full time

    **Financial Advisor job title** An effective job title wiil typically include a general term, the level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of...


  • Hyderabad, India ADCI HYD 20 SEZ Full time

    At Amazon, we are working to be the most customer-centric company on earth. To get there, we need exceptionally talented, bright, and driven people. If you would like to help us build the place to find and buy anything online, this is your chance to make history. We are looking for a talented Headcount Planner (Analyst) to join the D2AS Capacity Planning...

  • Material Planner III

    2 months ago


    Hyderabad, India TechnipFMC Full time

    Material Planner III Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a...

  • Commodity Planner 2

    5 days ago


    Hyderabad, Telangana, India TechnipFMC Full time

    Location:Hyderabad, INEmployment type:EmployeePlace of work:OfficeOffshore/Onshore:OnshoreTechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You'll be joining a culture that values curiosity, expertise,...

  • Commodity Planner Iii

    2 weeks ago


    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Commodity Planner 2

    2 weeks ago


    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...


  • Hyderabad, India TheFinBridge Full time

    Job Description of a CFP Must be good at All calculations like FV, PV, RATE, NETWORTH...etc Deliver a full range of goals-based financial planning/wealth strategies including assessment of client needs Deliver holistic goals-based financial solutions to clients Prepare and present detailed customized client reports To review the Investment Strategy and...


  • Hyderabad, Telangana, India TechnipFMC Full time

    Commodity Planner III Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You'll be joining a...


  • Hyderabad, Telangana, India ADCI HYD 20 SEZ Full time

    5+ years of Excel (including VBA, pivot tables, array functions, power pivots, etc.) and data visualization tools such as Tableau experience 3+ years of business or financial analysis experience Bachelor's degree or equivalent Experience defining requirements and using data and metrics to draw business insights Experience with Excel Experience making...


  • Hyderabad, Telangana, India ADCI HYD 20 SEZ Full time

    5+ years of Excel (including VBA, pivot tables, array functions, power pivots, etc.) and data visualization tools such as Tableau experience - 3+ years of business or financial analysis experience - Bachelor's degree or equivalent - Experience defining requirements and using data and metrics to draw business insights - Experience with Excel - Experience...


  • Hyderabad, India ADCI HYD 20 SEZ Full time

    Knowledge & Skills Required - Requires a Master's degree from a top tier institute in statistics, engineering, mathematics, economics or MBA from a top tier premier institute. - Ability to work efficiently in a dynamic and ambiguous environment by combining analytical rigor and judgment. - Strong commitment to exceptional customer experience, enthusiasm to...


  • Hyderabad, Telangana, India ADCI HYD 20 SEZ Full time

    5+ years of program or project management experience - Experience using data and metrics to determine and drive improvements - Experience owning program strategy, end to end delivery, and communicating results to senior leadership - Bachelor's degree - 5+ years of driving process improvements experience - Knowledge of Excel at an intermediate level (e.g.,...

  • Occupancy Planner

    2 weeks ago


    Hyderabad, India JLL Full time

    JLL supports the Whole You, personally and professionally. Occupancy Planner Work Dynamics About JLL We’re JLL. We’re a professional services and investment management firm specializing in real estate. As a Fortune 500 company, we help real estate owners, occupiers and investors achieve their business ambitions.If you’re looking to step up your...

  • Occupancy Planner

    2 weeks ago


    Hyderabad, India JLL Full time

    JLL supports the Whole You, personally and professionally. Occupancy Planner Work Dynamics About JLL We’re JLL. We’re a professional services and investment management firm specializing in real estate. As a Fortune 500 company, we help real estate owners, occupiers and investors achieve their business ambitions.If you’re looking to step up your...