Financial Planning Expert
2 days ago
At Infinitalent Consulting (P) Ltd, we are seeking an experienced Financial Planning Expert to join our team in the Mumbai region.
We offer a competitive salary of ₹1,200,000 per annum, commensurate with experience.
The ideal candidate will be responsible for:
Key Responsibilities:- Driving sales through existing clients and identifying new business opportunities.
- Conducting daily sales calls with prospective clients and understanding their financial needs.
- Developing tailored solutions to meet clients' goals and requirements.
- Providing end-to-end wealth management services to clients.
- Acquiring new clients and enhancing engagement with existing clients through comprehensive financial planning.
To succeed in this role, you should have:
Required Skills and Qualifications:- A graduate degree or above.
- Preference given to NISM-certified candidates with experience in retail/HNI wealth management.
- In-depth knowledge of wealth management products, including mutual funds, insurance, bonds, and NPS.
- Strong market intelligence and understanding of competition and market trends.
- Excellent communication and interpersonal skills.
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Financial Planning Expert
4 weeks ago
Mumbai, Maharashtra, India Talent Corner Full timeRoles and Responsibilities:As a key figure at Talent Corner, the Financial Planning Expert will be responsible for delivering top-notch financial planning services to high net worth individuals (HNIs). This involves conducting thorough assessments of clients' goals and risk appetite, and providing personalized investment advice to align with their...
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Financial Planning Expert
16 hours ago
Mumbai, Maharashtra, India CIRCLE CREATION ENTERTAINMENT PRIVATE LIMITED Full timeJob Title: Financial Planning ExpertCompany Overview: CIRCLE CREATION ENTERTAINMENT PRIVATE LIMITED is a dynamic entertainment company based in Mumbai, seeking an experienced Financial Planning Expert to join their team. With a focus on delivering exceptional financial services, the company offers a challenging and rewarding work environment.Salary:...
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Financial Planning Expert
4 weeks ago
Mumbai, Maharashtra, India KGK Group Full timeJob Summary: We are seeking a highly skilled Financial Planning Expert to oversee the financial operations of KGK Group. This role is responsible for ensuring accuracy in financial reporting, compliance with regulatory standards, and strategic financial planning.Key Responsibilities:Develop and implement strategic financial planning models and projections...
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Financial Planning Expert
4 weeks ago
Mumbai, Maharashtra, India Cetas Healthcare Full timeJob DescriptionAt Cetas Healthcare, we are seeking a skilled Financial Planning Expert to join our team. The successful candidate will be responsible for preparing monthly, quarterly, and annual financial statements at the company level and consolidated statements at the corporate level.Key Responsibilities:Prepare financial statements and ensure compliance...
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Financial Planning
3 weeks ago
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Financial Services Expert
16 hours ago
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Financial Planning Expert for Talent Corner
5 days ago
Mumbai, Maharashtra, India Talent Corner Full timeTalent Corner is a leading recruitment agency seeking a highly skilled Financial Planning Expert to join our team.Job Overview:The Financial Planning Expert will be responsible for providing financial planning and analysis support to the organization, including financial reporting, cash flow management, tax compliance, audit and planning, indirect taxation,...
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Crisil Financial Planning Expert
1 day ago
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Mumbai, Maharashtra, India Thermo Fisher Scientific Full timeAbout the Role:This is an exceptional opportunity for a seasoned Senior Financial Planning and Analysis expert to join our dynamic team at Thermo Fisher Scientific in Mumbai. As a key member of our financial planning department, you will play a critical role in driving sustainable growth and profitability.Job Description:The ideal candidate will have a...
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Financial Planning and Strategy Expert
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Senior Financial Planning and Analysis Expert
2 weeks ago
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Financial Planning Expert
4 weeks ago
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Financial Planning and Analysis Expert
1 month ago
Mumbai, Maharashtra, India Nielsen Full timeAbout NielsenNielsen Global Media is the arbiter of truth, empowering the media industry with unbiased, reliable data about consumer behavior. As a leader in measuring media consumption across all channels and platforms, we provide unparalleled insights to drive growth and innovation.Job DescriptionWe are seeking a seasoned Financial Planning and Analysis...
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Mumbai, Maharashtra, India FedEx Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Business Development Expert to join our team. As the Forecasting and Insights Lead, you will play a pivotal role in driving strategic decision-making and operational efficiency within our organization.This position requires a unique blend of analytical prowess, strategic thinking, and...
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Financial Analysis and Planning Expert
2 weeks ago
Mumbai, Maharashtra, India Colgate-Palmolive Company Full timeWe are looking for a highly skilled Financial Analysis and Planning Expert to join our Supply Chain Finance team at Colgate-Palmolive Company.About the RoleThis is an exciting opportunity to work on various financial processes, including Costing and Inventory, Fixed Assets Accounting, and Lease Accounting. As a Financial Analysis and Planning Expert, you...
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Financial Expert
7 days ago
Mumbai, Maharashtra, India KGK GROUP Full timeKGK GROUP Financial Expert RoleWe are seeking a highly skilled and experienced Financial Expert to join our team at KGK GROUP. In this role, you will be responsible for maintaining accurate and up-to-date financial records, assessing and mitigating financial risks, and providing expert financial advice to clients.About the Role:Maintaining proper accounting...
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Financial Services Specialist
7 days ago
Mumbai, Maharashtra, India Blend Financial Services Ltd Full time**Job Summary:**We are seeking a highly skilled Financial Services Specialist to join our team at Blend Financial Services Ltd. As a Project Finance Expert, you will play a crucial role in identifying and negotiating project finance opportunities with international banks and institutions.**About Us:**Blend Financial Services Ltd is a leading financial...
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Financial Planning and Analysis Expert
4 weeks ago
Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full timeFinancial Planning and Analysis Intermediate AnalystCiti is seeking a highly talented Financial Planning and Analysis Intermediate Analyst to join our team in Mumbai, India.About the RoleThe Financial Planning and Analysis Intermediate Analyst is an intermediate-level position responsible for providing management with an analysis and insight of Citi's...
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Strategic Financial Planning Expert
2 weeks ago
Mumbai, Maharashtra, India Eram Talent Full timeEram Talent is a leading talent solutions provider in the Oil and Energy sector, seeking a highly skilled Strategic Financial Planning Expert to join our dynamic team.About the RoleThis critical position will focus on enhancing financial planning processes and driving performance management initiatives. The successful candidate will collaborate closely with...
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Financial Planning and Analysis Expert
2 weeks ago
Mumbai, Maharashtra, India 12542 Citicorp Services India Private Limited Full timeJob Description:Citicorp Services India Private Limited is seeking a skilled Financial Planning and Analysis (FP&A) professional to join its team in Mumbai. The ideal candidate will have a strong background in accounting and finance, with experience in financial services being a plus.About the Role:The FP&A Analyst 2 will be responsible for providing...