Certified Financial Planner

**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...

**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...

**job summary** **Financial Planner responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Execute the...

Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

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,...

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...

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...

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...

Responsibilities: Collection of clients’ financial data including their income, expenses, and liabilities. Offer support and guidance in financial, insurance, and investment planning. Create strategic financial plans and budgets for clients. Monitor clients' needs and adjust their financial plans accordingly. Prepare financial and business analysis...

Candidate should have passed CFP from FPSB India work experience will be preferred.

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  

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  

Prepare and monitor the financial budget on a monthly, quarterly and annual basis. Manage the company's financial planning. Manage all aspects of financial matters and decision making. Overseas all the financial operations of an organisation. Keep control on outstanding’s, expenses, etc. Plan, Implement and manage investment strategies. Track and...

The Media Planner is responsible for developing, implementing, and optimizing media plans that effectively reach target audiences and achieve marketing objectives (TV, Print, Radio, Etc.). This role requires a strategic thinker with strong analytical skills and the ability to collaborate across teams to ensure seamless execution of campaigns. **Key...

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,...

Finance Mumbai _Mumbai Western Suburbs_ April 25, 2024 - April 26, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Qualified / Semi Quelified CA, CFA Level 1 cleared, CFP, NISM Certified Investment Advisor, MBA (Finance) is a plus. - **Course Type **Full Time - **Min Required Experience (Years) **5 -...

Description : L5BJob Title: Manager – Regional Replenishment Planner (West) # Direct Reports: 0 Level: 5-B # Indirect Reports: 1 Business Unit: Supply Primary Location: Mumbai Reports To: General Manager - S&OP Lead West  Employment Type: Full time Context/Scope: Regional Replenishment Planner is a...

Description : L5BJob Title: Manager – Regional Replenishment Planner (West) # Direct Reports: 0 Level: 5-B # Indirect Reports: 1 Business Unit: Supply Primary Location: Mumbai Reports To: General Manager - S&OP Lead West  Employment Type: Full time ...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...