Insurance Financial Planner

Key ResponsibilitiesAnalyze client requirementsGather necessary financial dataEvaluate financial information (income, expenses, loans, insurance, and investments)Conduct feasibility analysis to achieve client goalsPrepare comprehensive financial reportsReview client portfolio at regular intervalsAbout Company: Holistic Investment Planners Private Limited is...

Job TitleSenior Financial Planner and Relationship ManagerWe are seeking an experienced Senior Financial Planner and Relationship Manager to join our team. As a trusted advisor to high-net-worth clients, you will provide holistic financial advice and design tailored financial plans.Your expertise in financial planning and relationship-building skills will be...

Job Title: Life Insurance AdvisorCompany: Axis Max Life InsuranceLocation: ChennaiJob Type: Part-time / Full-time / FreelanceJob Summary:As a Life Insurance Advisor at Axis Max Life, you will help individuals and families plan their financial future by offering tailored life insurance solutions. This is a performance-driven role with unlimited earning...

Job Title: Strategic Resource PlannerWe are seeking a highly skilled Cost Manager to join our team. As a Cost Manager, you will play a crucial role in the success of our projects by ensuring that costs are accurately forecasted and controlled.About the Role:This is an exciting opportunity for a seasoned professional to take on a leadership role and make a...

Financial Analysis ExpertAbout the role:This position plays a pivotal part in providing insightful financial analysis, cost evaluation, budgeting, forecasting, and special projects to support business growth initiatives. Responsibilities include analyzing financial statements, developing financial models, preparing projections, and performing research and...

Job Title:Solutions Planner - Supply Chain ExpertAbout the Role:This is a challenging position in our supply chain team where you will be responsible for planning and executing strategies to improve our operational efficiency and reduce costs.Key Responsibilities:- Audit data for accuracy and prepare summary reports, spreadsheets, graphics, and charts based...

We are seeking a highly skilled Financial Analyst to join our team.The ideal candidate will have a strong background in financial planning, analysis, and budgeting.Main Responsibilities:Develop, manage, and monitor annual operating budgets and long-term financial forecasts for hospital departments and business units.Create financial models to support...

About UsWe are a leading provider of comprehensive financial solutions to enterprise and midmarket clients across the United States and Canada. Our team combines deep technical expertise with flexible technology solutions, including Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions.Job...

Job OverviewThis role is responsible for overseeing the financial planning, budgeting, and analysis processes within an organization.Duties and ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans that align with the organization's goals and objectives.Budgeting: Prepare and manage budgets to ensure accurate forecasting and...

Job OverviewWe are seeking an accomplished Financial Strategist to lead financial planning, analytical reporting, fundraising support, and investor presentations at both project and group levels.Financial AnalysisCreate detailed financial reports covering sales, collections, costs, and profitability for ongoing projects.Develop and maintain consolidated...