Financial Planning Manager

7 days ago


South Parganas Howrah Kolkata, India Freelancer Mithun Nayak Full time
Job Description

Aditya Birla Capital

Kolkata park street.

Job Description

Job Purpose:

Providing strategic advice across a variety of financial products and services.

Assessing client's overall financial picture, understand their needs and develop a solid financial plan.

Guiding clients towards a profitable and secure financial decision.

The purpose of this job is to recruit quality advisors & support / train them and enable them to procure investment from the market& subsequently service the customers.

Key Responsibilities :

1. To recruit high-quality prospective advisors and ensure that they acquire licensing to achieve the Yearly target set in the Goal Sheet.

2. Provide on-the-job training & manage and monitor the performance of advisors so that they can achieve their goals.

3. Maintain persistence for the investment procured by a team of Advisors to overall achieve the profitability of the team.

Prerequisites :

- Communication Skills, fluency in the local Language, willingness to travel in the designated city, strong interpersonal skills, and goal orientation

What's in it for you :

- Opportunity to be promoted to next designation, on 100% completion of the Goal sheet at the end of 6 to 12 months.

Qualifications :

1. Male/Female

2. Fresher & Experience

3. Can work individually and in a team

4. Good communication skills

5. Fresher or work experience

Location : Kolkata park street

We would be pleased to meet with you for further inquiries.

5 Days WorkingFlexible TimingDay Shift

Spotlight

- Rewards & recognition, Performance bonus, Health & insurance, Health insurance

  • Kolkata, West Bengal, India beBeeFinance Full time ₹ 15,00,000 - ₹ 24,99,999

    Job Overview">We are seeking an experienced finance professional to join our team as an Assistant Manager. The successful candidate will have a strong background in financial planning, budgeting, and cost management.">Key Responsibilities:">">Develop and implement financial planning and budgeting processes to ensure accuracy and compliance.">Manage cost...


  • Kolkata, West Bengal, India beBeeFinance Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title:Financial Planning and Management SpecialistJob Summary:We are seeking a seasoned Financial Planning and Management Specialist to lead all financial operations at our company. As a key member of our team, you will ensure fiscal discipline, regulatory compliance, and strategic financial planning.Key Responsibilities:Develop and manage annual...

  • Financial Planning

    2 weeks ago


    Kolkata, West Bengal, India Aegis Renew Able Tech Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesConduct Financial Needs Analysis (FNA) to drive business decision-making.Prepare financial forecasts, variance analysis, and budgeting reports. • Work on strategic accounting financial analysis to improve financial processes.Utilize advanced Excel functions (Power Query, Pivot Tables, VBA, Macros) for financial modeling and data...


  • Kolkata, West Bengal, India beBeeFinanceStrategist Full time ₹ 14,19,000 - ₹ 21,47,000

    Finance Strategist Role">">">About the Job:">To spearhead the Financial Planning and Analysis (FP&A) division, ensuring robust budgeting, proactive forecasting, insightful business decision support, and standardized management reporting.">Main Responsibilities: ">">Integrate volume projections, pricing assumptions, cost plans, CAPEX/OPEX, and working capital...


  • Kolkata, West Bengal, India beBeeFinancialPlanning Full time ₹ 16,20,000 - ₹ 20,25,000

    Job Title: Financial Planning Specialist">This role involves analyzing financial and operational metrics, providing valuable insights to senior leaders. The ideal candidate will partner with finance teams, operations, and high-level management to drive business growth.The job requires critical thinking skills to navigate complex data and models....


  • Kolkata, West Bengal, India AllcargoGATI Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Key Accountability Area (KRAs): Work closely with the leadership team to formulate the business's medium to long term financial and strategic plan Work with Business Unit heads to build their annual budgets and forecasts Producing models to project long term growth and determine the impacting business factors Analyzing financial and operational results to...


  • Kolkata, West Bengal, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Investment professionals sought for roles in financial planning and wealth managementJob DescriptionWe are seeking experienced investment counsellors to join our team of financial advisors.Responsibilities:Client Consultation and Relationship Management: Develop and maintain strong relationships with clients, serving as their primary point of contact for...


  • Kolkata, West Bengal, India Rollick Ice Cream Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    About the Company -Established in 1989, Rollick is today, amongst the largest manufacturers of frozen dessert in Eastern India, with state of the art manufacturing units in Kolkata . It has a fast growing network of over 500 distributors across the region. Rollick's product range includes a variety of ready to eat cups, sticks, cones, take home tubs and bulk...


  • Kolkata, India Rollick Ice Cream Full time

    About the Company Established in 1989, Rollick is today, amongst the largest manufacturers of frozen dessert in Eastern India, with state of the art manufacturing units in Kolkata. It has a fast growing network of over 500 distributors across the region. Rollick’s product range includes a variety of ready to eat cups, sticks, cones, take home tubs and...


  • Kolkata, West Bengal, India beBeeAnalyst Full time ₹ 9,00,000 - ₹ 12,15,000

    Unlocking Human PotentialWe believe in empowering individuals to tackle complex problems and create a brighter future for all. With billions of people working together, we can solve existential threats and drive innovation.Our goal is to create a world that is richer, more beautiful, and full of possibilities.Your RoleAs a Financial Planning Analyst, you...