Certified Financial Planner
4 days ago
Roles & 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 turnaround time lines Coordination with Senior Advisors/Wealth Managers and Back Office team for implementation of advice Aid in queries linked to clients financial plan and/or portfolio recommendations Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports Research software integration for client reports Maintenance of planning and review calendars Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events) Providing clients with information on new and existing products and schemes in coordination with Research/Seniors Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings Sharing research/investment updates with clients on an ongoing basis during meetings Website content and social media content maintenance with planner insights
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Associate Financial Planner
1 week ago
bangalore, India PrimeWealth Full timeJob Title: Associate Financial Planner Location: Remote Salary Range: ₹30,000 – ₹40,000 per month Experience: Freshers or 1–2 years in financial planning or related roles CFP or Pursuing CFP is mandatory. About the Role: We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a...
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Associate Financial Planner
2 weeks ago
bangalore, India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
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Life Planner
4 days ago
bangalore, India SLP at TATA AIA Full timeJob Title: Life Planner / AdvisorLocation: RemoteJob Type: Commission-BasedCompensation: Commission + Rewards and Performance-Based BonusesAbout Us:TATA AIA Life Insurance is a rapidly growing Life Insurance company dedicated to helping individuals and families protect their futures through smart life insurance solutions. We pride ourselves on our...
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Life Planner
4 days ago
bangalore, India SLP at TATA AIA Full timeJob Title: Life Planner / Advisor Location: Remote Job Type: Commission-Based Compensation: Commission + Rewards and Performance-Based Bonuses About Us: TATA AIA Life Insurance is a rapidly growing Life Insurance company dedicated to helping individuals and families protect their futures through smart life insurance solutions. We pride ourselves on our...
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Certified Public Accountant
2 weeks ago
bangalore, India Rexus Group Full timeJob Title: Certified Public Accountant (CPA) – U.S. Audit & Financial Reporting Location: Mumbai, India Job Type: Full-time / Contract / Remote (customize as needed) Job Summary: We are seeking a qualified CPA with expertise in U.S. GAAP and audit financial reporting to join our dynamic audit and assurance team. Key Responsibilities: Prepare and finalize...
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Certified public accountant
4 weeks ago
Bangalore, India StartGlobal Full timeCompany Description Start Global is a platform backed by iconic investors in Silicon Valley that helps individuals launch and run a business in the US. The platform abstracts away all administrative work of starting a business, allowing founders to focus on product and hiring. The role is based in the San Francisco Bay Area. Role Description This is a...
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ServiceNow Customer Service Manager
1 week ago
bangalore district, India AvanteNow Full timeJob Title - ServiceNow Customer Service Manager (CSM) & Financial Services Operations (FSO) Specialist Job Type - Onsite, Saudi Arabia (Long-term project) Experience - 7+ years of ServiceNow technical experience Job Description : We are seeking a skilled and motivated ServiceNow Customer Service Manager (CSM) and Financial Services Operations (FSO)...
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Bangalore, India Navi Full timeAbout the Team The Finance Controllership team at Navi is responsible for overseeing and managing the company’s financial activities, ensuring the accuracy of financial reporting and compliance with regulatory standards. The team manages day-to-day accounting operations, monitors financial health, and drives initiatives to enhance financial performance and...
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Financial Analyst
16 hours ago
Bangalore, Karnataka, India HP Full timeFinancial Analyst Description - Job Summary This role is responsible for supporting financial management by analyzing reporting and reconciling financial and operational results identifying and researching variances to plans and providing recommendations to key stakeholders The role engages in budgeting and forecasting processes while ensuring reporting...
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Offshore Maintenance Planner
3 days ago
Bangalore, IN, SBM Offshore Full time ₹ 9,00,000 - ₹ 12,00,000 per yearOffshore Planner Reports ToOffshore Maintenance Superintendent (hierarchically) Onshore Maintenance Lead or PCM or Senior Maintenance Engineer (functionally) BackgroundThe Offshore Maintenance Planner plays a crucial role in ensuring the smooth operation and maintenance of offshore oil and gas facilities. The individual in this position is responsible for...