Senior Financial Planner

**Profile -**Financial Planner Location - Delhi Salary - 3 to 6 LPA Exp - 6 months to 2 years **Required Skills: Financial Sales,Financial Analysis,Financial Modeling,Relationship Management** - Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed understanding and knowledge...

Job OverviewAs a seasoned Financial Planner, you will play a pivotal role in forging and nurturing relationships with High Net Worth (HNI) and Ultra-High Net Worth (UHNI) individuals. Your primary objective will be to devise and implement tailored financial plans that cater to their diverse needs, ensuring they receive expert guidance at every stage.Key...

Job Title: Financial Planner Reports to: Senior Insurance Advisor/Team Lead Location: Nehru Place Job Summary: We seek a highly motivated and experienced Insurance Advisor to provide expert insurance advice to clients, helping them manage risk and achieve financial security. Key Responsibilities: 1. Conduct needs analysis and risk assessments for...

Role Summary The project planner person role will be required to plan, manage and monitor works using a project management tools, including the use of Primavera P6 and Microsoft Project etc. The Project Planner will be required to lead on small project planning/ controlling assignments, assist senior planner on large projects and extract accurate...

Private Wealth Management SpecialistWe seek an accomplished Financial Planner to join our esteemed organization and contribute to the growth of our wealth management department.This is a full-time on-site role, requiring expertise in creating personalized financial plans, managing investments, and conducting thorough financial analysis. Key responsibilities...

Job Introduction This role is responsible for supporting the Senior Sales Planner in managing clients and media planning from agencies and direct clients across digital & television platforms. The Sales Planner will also help support the Sales team in developing and retaining existing business for the BBC as an integrated member of the Sales team, ensuring...

Our organization is seeking a highly skilled and experienced Senior Accountant to join our team.Key Responsibilities:Prepare and analyze monthly, quarterly, and annual financial reports to ensure accuracy and alignment with company goals.Collaborate with cross-functional teams to gather relevant data and insights for financial analysis and...

Job DescriptionWe are seeking a highly skilled and experienced Manager - Wealth Management to join our team. The ideal candidate will have a strong understanding of wealth management products and financial planning strategies.The Manager - Wealth Management will be responsible for building and managing client relationships, identifying business opportunities...

Job Title: Financial Planning and Analysis LeadAbout the Role:We are seeking a highly skilled Financial Planning and Analysis Lead to join our team. The successful candidate will be responsible for leading budgeting, forecasting, and long-term financial planning processes.Key Responsibilities:1. Develop and maintain comprehensive financial models to support...

If you have in-depth knowledge of personal finance and are passionate about helping people accomplish their financial goals, here is an excellent opportunity to be a part of a client-centric personal finance Ecosystem. Preferred Background: Wealth Management / RIA Experience Required Who should apply?This role is specifically designed for experienced...