Financial Planner

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...

**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 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...

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,...

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...

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...

Para 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...

Responsibilities: 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...

The 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,...

Job 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....

The 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...

Caring 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...

**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...

At 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...

Posted 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...

**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...

**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...

**A culture of purpose: Where will your BCD M&E career take you?** As perfectionists, artists, strategic thinkers and leaders in the industry, we believe culture is defined by its people. We are looking for exceptional people who rise to our standards while bringing their unique perspective to the table. Are you interested in adding to both our mission and...

Job Description: **Responsibilities**: - Develop comprehensive financial plans to ensure efficient resource allocation. - Prioritize financial tasks and projects based on management approval and organizational needs. - Analyze financial data and provide insights to guide decision-making. - Train and mentor finance team members to enhance their skills and...