Financial Planner
4 weeks ago
What is The 1% Club
The 1% Club is a members-only club for highly driven individuals who aspire to achieve financial independence and retire early. It is a platform that provides members with valuable insights, resources, and exclusive opportunities to learn, network and collaborate with other like-minded individuals. As a member of the 1% Club, you have access to a powerful network of accomplished individuals who share your aspirations and are dedicated to helping you succeed. Whether you're looking to learn from experienced professionals, gain secrets to growing your wealth, or collaborate on entrepreneurial ventures, the 1% Club is the perfect community for you.
Responsible for end to end client management by following the financial planning
process, living and embodying the company s core values of client centricity and
empathy
Having fantastic, value creating & memorable conversations with clients every day
Helping your clients achieve their financial dreams by identifying problems, co-working
on solutions, and implementing and monitoring those solutions
Being a mentor, guide, counselor and friend to your clients on their challenging journey
towards long term wealth creation
Managing investment portfolios and making people ready to meet their financial goals by
following the financial planning process
Being an advisor and not a salesperson
Desired Skills & Qualifications CFP Certification Investment Advisory Wealth Management Financial Planning Communication Skills MBA in Finance Mutual Funds Financial Advisor
**Life at The 1% Club**:
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Financial Planner
2 months ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**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...
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Financial Planner
1 month ago
Mumbai, India GEPL Capital Full time**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...
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Financial Planner
1 month ago
Mumbai, India Suretek Infosoft Full time**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...
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Financial Planner
55 minutes ago
Goregaon East, Mumbai, Maharashtra, India Bizaccenknnect Pvt. Ltd. Full time**Job description** **Profile - ** Financial Planner **Experience - **2 years - Must having excellent Communication - Must having Experience as financial Planner. - Deep Knowledge about Financial Planning. **Qualification** - Graduate **Certified - **CFP / CWM / NISM XA-XB. **( any of this must with Graduation )** **Location - **Goregaon East,...
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Financial Planner
2 days ago
Mumbai, Maharashtra, India Bizaccenknnect Pvt. Ltd. Full time**JOB DESCRIPTION**: **Experience: 2+ Years in Financial Planning** **Certification: CFP CERTIFIED FINANCIAL PLANNER** **CWM / NISM XA - XB** **Location: Goregaon Mumbai** ▪ Create a financial plan after understanding the client profile. ▪ Understand Approach and services. ▪ Keep an eye on the Client Financial Plan and hold meetings to discuss...
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Financial Planner
1 month ago
Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeWe 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,...
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Lead Financial Planner
1 month ago
Mumbai, Maharashtra, India iimjobs Full timeLead 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...
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Financial Planning Assistant
1 month ago
Mumbai, Maharashtra, India Manek Financial Advisors Pvt Ltd Full timeThe 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...
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Financial Planner
1 month ago
Navi Mumbai, India Nucleus Financial Services Full timeCandidate should have passed CFP from FPSB India work experience will be preferred.
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Paraplanner, Associate, Junior para Planner
2 weeks ago
Mumbai, Maharashtra, India Plan Ahead Wealth Advisors Pvt.Ltd Full timePara 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...
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Financial Planner
1 month ago
Kandivali, Mumbai, Maharashtra, India Vasant Kulkarni LLP Full timeResponsibilities: 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...
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Chief Financial Officer
1 month ago
Mumbai, India Team Management Services Full timePrepare 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...
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Manager - S & OP Planner
3 weeks ago
Mumbai, India DIAGEO India Full timeJob 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,...
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Manager - S & OP Planner
3 weeks ago
Mumbai, India DIAGEO India Full timeJob 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,...
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Strategic Account Planner Cbig
25 minutes ago
Mumbai, India Dun & Bradstreet Full time**Why We Work at Dun & Bradstreet** Dun & Bradstreet unlocks the power of data through analytics, creating a better tomorrow. Each day, we are finding new ways to strengthen our award-winning culture and accelerate creativity, innovation and growth. Our 6,000+ global team members are passionate about what we do. We are dedicated to helping clients turn...
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Manager - S&OP Planner
2 weeks ago
mumbai, India Diageo Full timeDescription : 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 ...
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Manager - S&OP Planner
2 weeks ago
Mumbai, India Diageo Full timeDescription : 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...
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Africa Supply Chain and Inventory Planner
3 days ago
Mumbai, Maharashtra, India UPL ltd Full time**Africa Supply Chain and Inventory Planner**: - Job Id: 8842- City: Mumbai, Maharashtra, India- Department: Planning & Control- Function: SCM- Employee Type: Permanent Full Time- Seniority Level: Not Applicable- Description: - Job Title Regional Supply Chain and Inventory Planner, Africa Function Supply Chain GJL ABOUT UPL: UPL is focused on emerging...
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▷ [23/05/2024] Manager - S & OP Planner
2 weeks ago
Mumbai, India DIAGEO India Full timeJob Posting Title- Manager - 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,...
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Media Planner
2 weeks ago
Andheri West, Mumbai, Maharashtra, India KRIS MEDIAWORKS Full timeThe 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...