Financial Planner

**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 Role: Para Planner/Financial Planner Experience: Fresher/Experience Location: Nashik Minimum Requirements 1. 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 writing skills. 6....

Job 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...

About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

**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 &...

**Job in brief**: The Financial planner helps individuals and companies examine and determine their financial situations and suggest ways to use them appropriately by investing in savings and investments. **Hiring Agency**: Namura HR Consultancy Hiring for Definedge Solutions Hiring Company: Definedge Solutions **Company Location**:Shubbaan Investments Pvt...

Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc. - Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certification from NISM Series-X-A and Series X-B. - 2+ years of experience in financial...

1. Analyze clients' financial statuses (e.g. income, expenses, and liabilities) 2. Examine and suggest financial opportunities (e.g. insurance plans, investments) 3. Develop sound plans and budgets for clients. 4. Customize financial plans according to clients' changing needs. **Job Types**: Full-time, Regular / Permanent **Salary**: ₹99,850.29 -...

Financial Concierge Mumbai 4 - 9 Years Of Experience No. of Openings - 3 **Responsibilities**: - Create a financial plan after understanding the client profile - Understand 1 Finance 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...

**Position**: Event planner **Experience**: 6 months - 2 years **Qualification**: 12th pass **Location**: Dombivali (Safalya building, near thakur vada pav) **Job type**: Work from office **Industry preferred**: Advertising, Events or Media **Working days**: Monday - Saturday (10am - 7pm) **RESPONSIBILITIES**: - Perform research in order to gain deep...

About the Customer Company is a financial organization that provides investment and insurance services for those working for organizations in the nonprofit industry in academic, research, medical, government, and cultural fields. About the Role **Designation**: **Strategic Planner** **Position Summary**: The analyst position is responsible for the...

**Roles & Responsibilities**: **Initiating** - Understand the project scope, schedule, cost budgets and other applicable contract documents from Project Manager after handover from sales. - Enable the project financially in Enterprise Tool. **Planning** - Engage with stakeholders to create a detailed Work Breakdown Structure (WBS) using the project scope. -...

**Position Title: Outdoor Media Planner** **Location: Borivali West, Mumbai, India** **Company: Global Advertisers Pvt Ltd** **Job Summary**: **Responsibilities**: - **Client Collaboration**: - Liaise with clients to understand their advertising objectives, target audience demographics, and campaign goals. - Collaborate with clients to develop customized...

We are Hiring Job designation: Resort Incharge Job Location: Nashik **Salary**: 15,000 - 25,000 Qualification: Hotel Management Experience: 2 - 3 years Skills: Good Communication skills Proficient in English (verbal & written) Profile Responsibilities & Requirements: - Overseeing personnel, including receptionists, kitchen staff, and office...

Position : Wealth Manager & Relationship Manager - Lead generation through various avenues. - Analyzing clients' financial goals and assets allocation - Offering clients recommendations on various financial products and services - Examining client’s existing investment portfolios and suggesting improvements - Managing and monitoring investments on behalf...

**Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...

Job Description Requirement Details Job Title/Designation: Project Administrator Position Summary: The Project Administrator is a global support position providing support for the Project Lifecycle including Project Entry, BOM Ordering, Invoicing, Project Closures, Project Reports etc. The Position reports to the Team Lead (SSO). **Job...

**Job Description for Digital Marketing (Tourism)** **Job Details** Experience Needed: 0 to 1+ yrs Education Level: Bachelor's Degree/MBA in Marketing, or relevant field Location: 10th floor, B-wing, Nyati Empress, next to GIGA SPACE IT PARK, Viman Nagar, Pune, Maharashtra 411014 Contact:+919172915600 **Job Categories**: DigitalMarketing Social Media...