Senior Financial Planner
5 days ago
Role OverviewAs a seasoned Financial Services Professional, you will play a pivotal role in providing expert financial planning and investment management services to clients.Collaborating with cross-functional teams, including Investment Experts, Financial Planners, and Tax Advisors, you will develop customized financial strategies tailored to each client's unique needs and goals.Portfolio Management: Review and optimize existing client investment portfolios, ensuring alignment with their evolving financial objectives.Investment Analysis: Conduct thorough portfolio analysis and make informed adjustments to drive optimal returns.Client Acquisition and Relationship Building: Acquire new clients through targeted outreach programs, referrals, and social media leads, while fostering long-term relationships through regular portfolio reviews and market discussions.Prospect Onboarding: Identify and onboard prospects from your professional network.Cross-Selling: Offer tailored financial solutions based on client needs, driving revenue growth and enhancing customer satisfaction.Corporate Network Engagement: Organize financial awareness sessions for corporate clients, leveraging your expertise to build trust and foster business opportunities.Join our team of experienced professionals and enjoy a dynamic work environment, comprehensive training programs, and opportunities for career advancement. As a key member of our Financial Services team, you will be empowered to take ownership of your work, innovate solutions, and contribute to the growth and success of our organization.
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Financial Planner
7 days ago
India Bloom Consulting Services Full time**Financial Planner ( Job ID : 000000263 )**: NA Experience **5 - 8 years** Offered Salary Notice Period **Not Disclosed** **Financial Planner** **Responsible for providing holistic financial planning to clients** **Role Description** - **Help clients understand their personal finance by**: - o Setting up meetings / calls with prospective clients...
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Certified Financial Planner
3 weeks ago
India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Senior Planner
17 hours ago
Hyderabad, India American Planning Association Massachusetts Chapter Full timeJob Description Senior Planner Central Transportation Planning Staff November 16, 2025 by APA-MA Administrator The Central Transportation Planning Staff of the Boston Region Metropolitan Planning Organization (MPO) seeks a Senior Planner to join the Communications and Engagement team and oversee the agency's growing public engagement practice area. The...
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Financial Advisor
1 week ago
India Corenza Full timeRoles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...
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Capacity Planner
1 week ago
India VARITE INC Full timeWe are looking for "Senior Capacity Planner" for one of the leading Fintech product based company. Budget- upto 23LPA Contract position to start with 1 year extendable Payroll- VARITE Shift - Nightshift (min 3 days at office) Expereince-7+yrs Skill 7+ years of experience in a contact center or operations environment. Short term and long-term capacity...
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Urgent Search! Event Planner
4 weeks ago
Ranchi, India Next Level Events Full timeJob Description Role Description This is a full-time on-site role for an Event Planner in Ranchi. The Event Planner will be responsible for managing all aspects of event planning, including researching and selecting appropriate venues, coordinating with vendors, and managing event budgets. The role also involves developing and implementing sales strategies,...
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Senior Project Planner
2 weeks ago
India NKT Full time ₹ 12,00,000 - ₹ 24,00,000 per yearDrive project success with strategic planningDo you want to aid in ensuring the smooth implementation of projects with a globally expanding team? As a Project Planner, you will be at the heart of our project planning, analyzing, monitoring, forecasting, and reporting efforts. This is an exciting opportunity to contribute to the green transition and be part...
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Global Demand Senior Planner
2 weeks ago
India Antal International Network Full timeJob Description Job Description We are seeking a highly analytical and dynamic Global Demand Senior Planner to lead demand forecasting and S&OP processes for global operations. This role is pivotal in providing end-to-end demand visibility, forecasting accuracy, and proactive capacity planning across regions and vendors. The position requires close...
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Senior Manager, OOH Media Planner
7 days ago
Remote (India) OneScreen Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout the roleAt , we aim to transform the out-of-home advertising industry by building an efficient market network. We're proud to set the standard for success in the industry. To help us continue our growth, we're seeking an experienced senior manager to join our highly skilled team. Please note that prior experience in OOH media planning is a prerequisite...
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Office Assistant Male
17 hours ago
Pune, India Financial Planner Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time position for an Office Assistant based on-site in Pune. The Office Assistant will handle daily administrative tasks, support office staff with clerical activities, maintain office equipment, coordinate communications, and manage phone communications...