Corporate Financial Planner

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 and on-boarding them - o Engaging with them over...

Not Disclosed Experience **5 - 8 Years** Offered Salary **Lakh** 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 and on-boarding them - o...

Job 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 customer-first...

Job SummaryThe Group Finance Director is responsible for leading the overall financial management of the organization. This includes financial strategy, reporting, compliance, risk management, and investor relations.This position requires a strategic thinker with strong business acumen, excellent leadership skills, and deep expertise in corporate finance.The...

About LearnLux LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits,...

Job DescriptionThe Group Finance Director is responsible for leading the organization's financial management, including strategy, reporting, compliance, risk management, and investor relations.This role requires a strategic thinker with strong business acumen, excellent leadership skills, and expertise in corporate finance.Lead financial operations across...

Main Accountabilities1 Client Acquisition Lead efforts to acquire new clients in the mid corporate sector identifying prospects and converting them into valuable business relationships Also adding Channel partners Direct selling Agents to multiply the business scope 2 Client Relationship Management Build and maintain strong relationships with corporate...

Financial Planning ProfessionalThis is a senior role designed for experienced professionals who can independently manage complex tasks and contribute to the strategic development of advice solutions.Key Responsibilities:Advice Support & Financial ModellingPrepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).Conduct detailed financial...

Financial Planning AnalystWe are seeking an experienced Financial Planning Analyst to join our team. This role will specialize in financial and operational KPIs through engineering in-depth analysis and reporting, providing meaningful insights to key business leaders.The successful candidate will partner with global finance teams, operations, and high-level...

Life Planner OpportunityAre you looking for a dynamic and rewarding career in life insurance? Do you have a passion for helping people protect what matters most?We are seeking highly motivated and compassionate individuals to join our team as Life Planners. In this role, you will play a crucial part in guiding clients through the process of selecting life...