Financial Planner

Role for a Certified Financial Planner at Planyourworld in New Delhi. The role involves financial planning, personal financial planning, retirement planning, and managing finances, Research, Sessions, Training, Developing Modules, CFP Modules, Practical Content Development. Day-to-day tasks will include working with clients to understand their financial...

**Profile -**Financial Planner Location - Delhi Salary - 3 to 6 LPA Exp - 6 months to 2 years **Required Skills: Financial Sales,Financial Analysis,Financial Modeling,Relationship Management** - Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed understanding and knowledge...

Role - Head - Financial Planner Industry Type - Financial Services Functional Area - Sales & Business Development Role Category - Team Management & Sales Support **Salary**: upto 10 LPA - Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed understanding and knowledge of the...

Job Title: Financial Planner Reports to: Senior Insurance Advisor/Team Lead Location: Nehru Place Job Summary: We seek a highly motivated and experienced Insurance Advisor to provide expert insurance advice to clients, helping them manage risk and achieve financial security. Key Responsibilities: 1. Conduct needs analysis and risk assessments for...

**Event Planner Responsibilities**: - Identifying clients' requirements and expectations for each event. - Brainstorming and implementing event concepts and themes. - Preparing event budgets and processing invoices. - Researching and booking venues. - Organizing suppliers, caterers, staff, and entertainment. - Coordinating all logístical elements of the...

Responsibilities:Understand 1 Finance Approach and servicesCreate a financial plan after understanding the client profileKeep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progressVerifying and cross-checking the generated financial plansPerform client service activitiesMake nudges for the clientsEnsuring compliance...

**Required Skills: Financial Sales, Financial Analysis, Financial Modeling, Relationship Management.** - **Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.**: - **Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability...

About the company:Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

**OVERVIEW**: As a Wedding planner, you will be responsible for coordinating all aspects of wedding events, from initial planning to the day of execution.You will work closely with couples to understand their vision and bring it to life, ensuring a memorable experience. **KEY RESPONSIBILITIES**: **~**Consult with clients to understand their vision,...

Job Title: Financial Planning and Analysis ManagerWe are seeking an experienced FP&A professional with 10 to 14 years of experience in listed companies to lead our financial planning, budgeting, and forecasting efforts.Key Responsibilities:Lead a team of financial analysts and plannersDevelop and implement financial planning and budgeting processesPrepare...

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia. Our services are tailored to meet the unique needs of each business, ensuring accurate and timely financial management. Role of the ParaplannerThe Paraplanner's role involves supporting the Financial Planner in preparing and maintaining client files....

**Profile: Event Executive/Planner** **Location : Dwarka Sec 10, New Delhi** **Salary: 20000 to 25000 (Depends on Interview & Experience)** **5 Days WFO (Saturday WFH)** Welcome to MICE Emporio, a leading event management firm specializing in Meetings, Incentives, Conferences, and Exhibitions (MICE). With a commitment to excellence, creativity, and...

For coordinating finance, cashflow, salary payments and executing business plans, Zameen Organic Pvt. Ltd is looking for a Financial Controller. **Zameen Organic Pvt. Ltd.** is an Indian registered company, with its central office in Hyderabad. Zameen has the sole purpose of setting up profitable supply chains to add value to the products of its current...

About InvestWell :InvestWell (Excel Net Solutions Pvt. Ltd.) is a leader in the field of Enterprise Software for Financial Planners in India. We partner with top financial advisors to provide prudent financial planning for everyone.Our Product suites are used by financial advisors to enable the rebalancing of investors' investments, execute lakhs of...

**Hiring in New Delhi (Chattarpur)** **Accounts Executive** **JOB RESPONSIBILITY AND ACCOUNTABILITY** - Deliver diverse accounting support, encompassing cash management, payroll, and inventory control - Ensure accurate and timely tax return filing - Generate periodic reports based on stakeholder requests - Maintain and enhance client relationships,...

Welcome to MICE Emporio, a leading event management firm specializing in Meetings, Incentives, Conferences, and Exhibitions (MICE). With a commitment to excellence, creativity, and client satisfaction, we are at the forefront of curating exceptional corporate events. As we continue to grow, we are seeking a dynamic and dedicated MICE Event Executive to join...

**Hiring in New Delhi (Moti Nagar)** **Company Secretary** **Responsibilities**: - Compliance under all provisions of Companies Act, 2013 and its rules, regulations, and guidelines for all group companies. - Contract Drafting and Negotiations - Drafting, negotiating of various agreements in the best interest of the Company. - Statutory filing without...

About Befree :Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business’ needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and...

PLI) Location: Delhi. Experience: 1-5 Years of Experience (Fresher’s can also apply) Education: UG: Any Graduate PG: PG Diploma - Any Specialization, MBA/PGDM - Any Specialization **Job Types**: Full-time, Permanent **Salary**: ₹50,000.00 - ₹60,000.00 per month **Benefits**: - Health insurance - Paid sick time - Provident Fund Schedule: - Day...

**Hiring in Delhi (Paschim Vihar)** **Travel sales Consultant** - Plan and sell transportations, accommodations, insurance and other travel services - Cooperate with clients to determine their needs and advise them appropriate destination, modes of transportations, travel dates, costs and accommodations - Provide relevant information, brochures and...