Financial Planner

**Financial Planner** **Experience: 1+ Year** **Responsibilities**: **Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.** **Coordination with clients: Assist in gathering client data and communicating with clients to understand...

**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 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,...

**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...

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...

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,...

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,...

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,...

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,...

Job Opening: Relationship Manager (Financial Planner)Key Responsibilities:• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)• Evaluation and analysis of the client’s current financial position• Development and presentation of the financial analysis to the client• Implementation...

Job Opening: Relationship Manager (Financial Planner) Key Responsibilities: • Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations) • Evaluation and analysis of the client’s current financial position • Development and presentation of the financial analysis to the client ...

Job Opening: Relationship Manager (Financial Planner)Key Responsibilities:• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)• Evaluation and analysis of the client’s current financial position• Development and presentation of the financial analysis to the client• Implementation...

Job Opening: Relationship Manager (Financial Planner)Key Responsibilities:•Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)•Evaluation and analysis of the client’s current financial position•Development and presentation of the financial analysis to the client•Implementation of...

Job Opening: Relationship Manager (Financial Planner) Key Responsibilities: • Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations) • Evaluation and analysis of the client’s current financial position • Development and presentation of the financial analysis to the client...

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...

**Position**: Retail Planner **Responsibilities**: - Planning product ranges and preparing orders based on sales and stock plans, across multiple outlets and the brand’s online platforms. - Forecasting stock requirement based on historic sales. - Analyzing trends and reviewing performance of products and categories. - Assessing vendor queries for...

Job Title: Certified Financial Planner Company Overview: Planyourworld Training Academy Pvt. Ltd. is dedicated to spreading financial literacy and empowerment. We provide comprehensive financial education to help individuals and families take control of their financial futures. Job Summary: **Salary**: - CTC from 10 to 15 lacs + performance...

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...

Job Title: Curriculum Planner - Financial Literacy Location: Andheri East, Marol (Marol), Mumbai/Yeshwanthpur, Bangalore **Responsibilities and Duties**: **Content (Primary Task)**: - Write Instructional and activity-based content. - Research on current pedagogy in the educational world. - Create worksheets for classwork and homework. - Write and design...