Financial Planning

**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...

Approach to Leads for Financial Planning Fee: ? Utilize various channels such as references, LinkedIn marketing, and other networking platforms to generate leads for financial planning services. ? Conduct introductory meetings with potential clients to understand their financial needs and objectives. ? Guide clients from the initial consultation stage to...

Hiring for one of the Housing Finance Company (NBFC) Role : Financial Planning & analysis (FPA) Qualification : MBA Location : Churchgate, Mumbai Experience : 4 to 8 Years Preferred industry : NBFC/housing finance **Job description**: Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial...

**Hiring for one of the well known Housing Finance Company!** **Job Position**: - Financial Planning & Analysis **Qualification required**: - MBA (Finance) **Experience**: - 3+ Years - Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial forecasts and report variances - Preparing and...

The CompanyAgrim HFC is an Digital Lending Housing Finance Company (HFC) that caters to the informal and semi-formal self-employed businesses using a mix of technology and human touch. The Company is founded by Professional bankers and backed by Impact Investors based abroad, who wish to contribute to housing finance development in India.The Company has...

The CompanyAgrim HFC is an Digital Lending Housing Finance Company (HFC) that caters to the informal and semi-formal self-employed businesses using a mix of technology and human touch. The Company is founded by Professional bankers and backed by Impact Investors based abroad, who wish to contribute to housing finance development in India.The Company has...

We are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...

The CompanyAgrim HFC is an Digital Lending Housing Finance Company (HFC) that caters to the informal and semi-formal self-employed businesses using a mix of technology and human touch. The Company is founded by Professional bankers and backed by Impact Investors based abroad, who wish to contribute to housing finance development in India. The Company has...

The Company Agrim HFC is an Digital Lending Housing Finance Company (HFC) that caters to the informal and semi-formal self-employed businesses using a mix of technology and human touch. The Company is founded by Professional bankers and backed by Impact Investors based abroad, who wish to contribute to housing finance development in India. The Company...

**Role & Responsibility**: - Weekly Revenue forecasts - Monthly client wise profitability - Actual vs Budget Variance Analysis - Monthly/Quarterly financial performance tracking - Adhoc Pricing models - Adhoc analysis pertaining to revenue and costs - Should be willing to work in IST/GMT shift **Skills**: - Should have hands-on experience in creation of...

**Finance & Accounts - AVP Financial Planning & Analysis** **Business Vertical**: Finance & Accounts**Department**: Finance & Accounts **Hiring Grade - M5-M6** **Line of Business: Shared Services** **Proposed Reporting Manager: Head - Planning** **Position Title - AVP Financial Planning & Analysis** **Key Objectives of the Job**: A highly motivated and...

Position : Manager Financial Planning and analysisPosition Overview: The Financial Analysis and Planning Manager will play a critical role in driving the financial performance and strategic decision-making of the organization. This position requires a deep understanding of financial analysis techniques, proficiency in financial modeling, and the ability to...

Desired Candidate Profile:Location-Mumbai-SeepzQualified Chartered Accountant/MBA3-9 years' of relevant experienceFlexi to work from OfficeImmediate Joiner/Lesser notice period candidates preferredCandidates from Western-line requiredResponsibilitiesCandidate should be preferably from IT industry with very good understanding on IT businessGood knowledge of...

Performs more in-depth research and analyses to produce financial data for use in short-term and strategic planning and reporting. May lead less experienced support staff's completion of activities. Deciphers complex financial information in support of an assigned line of business, corporate function or region and processes client accounts. Reviews work...

Desired Candidate Profile:Location-Mumbai-SeepzQualified Chartered Accountant/MBA3-9 years' of relevant experienceFlexi to work from OfficeImmediate Joiner/Lesser notice period candidates preferredCandidates from Western-line requiredResponsibilitiesCandidate should be preferably from IT industry with very good understanding on IT businessGood knowledge of...

Desired Candidate Profile: Location-Mumbai-Seepz Qualified Chartered Accountant/MBA 3-9 years' of relevant experience Flexi to work from Office Immediate Joiner/Lesser notice period candidates preferred Candidates from Western-line required Responsibilities Candidate should be preferably from IT industry with very good understanding on IT business Good...

Desired Candidate Profile:Location-Mumbai-SeepzQualified Chartered Accountant/MBA3-9 years' of relevant experienceFlexi to work from OfficeImmediate Joiner/Lesser notice period candidates preferredCandidates from Western-line requiredResponsibilitiesCandidate should be preferably from IT industry with very good understanding on IT businessGood knowledge of...

Company Overview Disha Skill Training Services, established in 1993, is a recruitment and HRD training consultancy firm with a mission to enhance the performance of individuals and organizations. This Position is for our Reputed Client, Rossari- Biotech Limited- a Listed Company based in Vikhroli- Mumbai Job Overview We are seeking an experienced Financial...

The Financial Planning and Analysis Intermediate Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to apply analytical thinking, knowledge of data analysis and methodologies to create and analyze...

**HIRING FOR ONE OF THE RENOWNED HOUSING FINANCE COMPANY!!!!** **LOCATION: - **Mumbai **Qualificataion: - **MBA (Finance) **Experience: - **3+ Years - Managing all finance and accounting operations - Coordinating and directing the preparation of the budget and financial forecasts and report variances. - Preparing and publishing timely monthly financial...