Financial Planning Specialist

Job Title: Financial PlanningSpecialist / Financial Advisory / Financial Planning ExpertAre you passionate about empoweringpeople with financial knowledge? Do you thrive on helping individuals makesmart financial decisions for a secure future? If yes, then this role is foryouKey Responsibilities:ü  Build strong relationships withclients by understanding...

**Finance Planning and Analysis specialist** Blis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries. The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The...

Aditya Birla Health Insurance Financial Planning Location: ABHI One India Bulls, Maharashtra Job Purpose - To assist and plan the formulation & achievement of Long-term Operating Plan for the entire organization for consolidation, finalization of key assumptions, initiatives and sensitivities. Collaborate with the other work stream owners on various...

About GFDLGFDL is a leading provider of advanced market intelligence, analytics, and financial data solutions designed for investors, traders, and institutions. We specialise in delivering Fundamental and Technical Data Platforms that empower clients with actionable insights for smarter decision-making.Role OverviewWe are seeking a Techno-Commercial Presales...

Company DescriptionFinkasha Services Private Limited (FSPL) is financial services provider, committed to empowering individuals and businesses with financial confidence. With a client-first approach, FSPL offers tailored, transparent, and ethical financial guidance. Over the journey, we will evolve into a comprehensive solutions provider for wealth creation,...

**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 – Finance & MIS AnalystPosition: Finance & MIS Analyst Location: Thane Reporting To: MIS HeadFinancial Analysis & ReportingHands-on in developing Monthly Financials, KPI Dashboards, and Performance Reports for management review.Prepare Investment Analysis, ROI Assessments, Scenario Planning, and Financial Models to support business...

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...

We are seeking a highly experienced and strategic person to join our Strategic Finance Team. This role is ideal for a results-oriented leader with a strong background in financial planning, analysis, and business partnering. The Senior Manager will be responsible for providing analytical leadership, influencing strategic decision-making, and driving...

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...