Financial Planner
2 months ago
**Minimum Requirements**
1. Graduate/Postgraduate in finance or relevant degree.
2. Fresher/experience
3. Financial planning/Investment/Insurance
4. Understanding of the financial planning process.
5. Attention to detail.
6. Good report writing skills.
7. Strong command over English.
8. Ability to work independently and multitask.
**Knowledge & Skills**
1. CFP an added advantage.
2. Any additional certifications from FPSB, NCFM etc preferred.
3. Sound communication skills.
4. Experience using MS-word and excel.
5. Strong technical knowledge including insurance, mutual funds, trusts, taxation ect.
**Primary Responsibilities**
1. Receiving the task from the Advisers
2. Capturing the task request into the Smart sheet
3. Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
4. Review of End Users details to determine missing information
5. Data Collection - Determining & collection of additional information (super & insurance research activity)
6. Contacting the adviser for clarification / additional information
7. Report Generation & editing
**Salary**: ₹15,000.00 - ₹26,000.00 per month
Schedule:
- Day shift
- Morning shift
Ability to commute/relocate:
- Nashik, Nashik, Maharashtra: Reliably commute or planning to relocate before starting work (required)
-
Financial Planner
1 month ago
Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full timePara 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...
-
Financial Planner
4 weeks ago
Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full timePara 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...
-
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...
-
Financial Planner
1 month ago
nashik, India Placement India Full timeJob Role: Para Planner/Financial PlannerExperience: Fresher/ExperienceLocation: NashikShift: Morning Shift/AUS shiftMinimum Requirements1. Graduate/Postgraduate in finance or relevant degree.2. Minimum 1-year experience within the financial planning/Investment/Insurance.3. Understanding of the financial planning process.4. Attention to detail.5. Good report...
-
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,...
-
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...
-
Financial Planner
1 month ago
Nashik, India Impact HR & KM Solutions Full timeMinimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Fresher/experience 3. Financial planning/Investment/Insurance 4. Understanding of the financial planning process. 5. Attention to detail. 6. Good report writing skills. 7. Strong command over English. 8. Ability to work independently and multitask. Knowledge & Skills 1. CFP an...
-
Paraplanner, Associate, Junior para Planner
1 week 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...
-
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...
-
Chief Financial Officer
1 month ago
Nashik, Maharashtra, India Minitek Systems India pvt ltd Full timeThe 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,...
-
Financial Planner
4 weeks ago
Nashik, India HN MULTIVERRSE PVT LTD Full timeJob Description: Knowledge & Skills 1. CFP is an added advantage. 2. Any additional certifications from FPSB, NCFM, etc preferred. 3. Sound communication skills. 4. Experience using MS-word and excel. 5. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc. Primary Responsibilities 1. Receiving the task from the Advisers 2....
-
Africa Supply Chain and Inventory Planner
4 hours 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...
-
Media Planner
1 week 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...
-
Africa Supply Chain and Inventory Planner
4 hours ago
Mumbai, Maharashtra, India UPL NA Inc. Full timeJob Id: 8842- City: Mumbai, Maharashtra, India- Department: Planning & Control- Function: SCM- Employee Type: Permanent Full Time- Seniority Level: Not ApplicableDescription: Job Title Regional Supply Chain and Inventory Planner, Africa Function Supply Chain GJL ABOUT UPL: UPL is focused on emerging as a premier global provider of total crop solutions...
-
Regional Franchise Planner
1 month ago
Pune, Maharashtra, India Johnson & Johnson Full timeCaring for the world, one person at a time has inspired and united the people of Johnson & Johnson for over 125 years. We embrace research and science bringing creative ideas, products, and services to advance the health and well-being of people. Every day, our more than 130,000 employees across the world are blending heart, science, and ingenuity to...
-
Back Office Executive
4 weeks ago
Mumbai, Maharashtra, India White Elephant Financial Planners Full time**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...
-
Supply Chain Planner
3 days ago
Navi Mumbai, Maharashtra, India Dow Full timeAt Dow, we believe in putting people first and we’re passionate about delivering integrity, respect and safety to our customers, our employees and the planet. Our people are at the heart of our solutions. They reflect the communities we live in and the world where we do business. Their diversity is our strength. We’re a community of relentless problem...
-
Customer Planner
2 days ago
Mumbai, Maharashtra, India Bacardi-Martini Full timePosted 30-Apr-2024 Job type Full time Country India Location Gurgaon, Mumbai Function Commercial Reporting Line Regional Manager India GTR On-site/Remote On-site Level of experience Individual Contributor/Support (Non - Managers) Contract type Permanent YOUR OPPORTUNITY Your Opportunity In this role as Customer Planner GTR you will provide the regional...
-
Planner
4 weeks ago
Pune, Maharashtra, India Emerson Full time**Emerson Measurement Systems & Solutions: Who We Are** - Liquid Hydrocarbon Custody Transfer and Fiscal Flow Measurement Systems - Gas Hydrocarbon Custody Transfer and Fiscal Flow Measurement Systems - Process Gas Analytical Systems - Liquid Analytical Systems - Sustainable Measurement Solutions These Solutions are engineered to meet the challenging...
-
Investment Advisor
1 month ago
Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. 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...