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...

**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...

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...

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

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...

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...

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 cross-checking the generated financial plans.- Perform client service activities.- Make nudges...

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 cross-checking the generated financial plans.- Perform client service activities.- Make nudges...

**Title**: Research Planner, Climate Solutions, Sustainalytics, a Morningstar company **Location**:Vashi, Navi Mumbai **Company**:Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including...

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...

Responsibilities:Build and maintain relationships with clients to understand their financial goals, objectives, and risk tolerance.Conduct comprehensive financial assessments and analyses to develop personalized financial plans and investment strategies.Provide advice and recommendations on various financial products and services, including investments,...

Responsibilities: Build and maintain relationships with clients to understand their financial goals, objectives, and risk tolerance. Conduct comprehensive financial assessments and analyses to develop personalized financial plans and investment strategies. Provide advice and recommendations on various financial products and services, including investments,...

Responsibilities:Build and maintain relationships with clients to understand their financial goals, objectives, and risk tolerance.Conduct comprehensive financial assessments and analyses to develop personalized financial plans and investment strategies.Provide advice and recommendations on various financial products and services, including investments,...

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  

Company Overview HDFC Life is one of Indias leading private life insurance companies, offering a wide range of individual and group insurance solutions. As a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, we have a strong foundation in both housing finance and financial services. With a diverse portfolio of...

Company OverviewHDFC Life is one of Indias leading private life insurance companies, offering a wide range of individual and group insurance solutions. As a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc, we have a strong foundation in both housing finance and financial services. With a diverse portfolio of...

**Job title**: Back Office Operations Executive **Location**: Sion, Mumbai, Maharashtra. **Terms**: Full Time. Monday to Saturday 9:30 am to 7pm **Salary/rate**: 10,000 to 15,000/ - **Requirements**: **About us**: We, **White Elephant Financial Planners**, are 4-decade old investment & insurance consultancy firm catering more than 500 clients across the...

The company is looking for high calibre, professional CFO who shall impart direction and take responsibility to move the company to new / further heights in the ever-evolving Economic Scenario. Well versed with Financial Planning and Strategy, Managing Profitability, Strategic Planning, Vision, Quality Management, Promoting Process Improvement, Forecasting,...

**Job opportunity for the role of**:Chief Financial Officer (CFO) **Reporting to**: Managing Director **Job Location**: Vile Parle (East), Mumbai, Maharashtra **Experience**:min 15 years in Finance & Accounts, with at least 5 years of senior leadership experience. The role involves managing the overall Finance and Accounting Function for the...