Senior Financial Planner

Job Title: Insurance Financial PlannerJob Description:The role of an Insurance Financial Planner involves advising clients on financial matters and providing guidance on specialized insurance products. Key responsibilities include conducting thorough assessments of clients' financial situations, creating customized plans to meet their financial goals,...

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...

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...

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 Title: Senior CFP and Relationship ManagerWe are seeking a seasoned professional to serve as a trusted advisor to our clients.Main Responsibilities:Client Relationship Management:Build strong, trust-based relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.Proactively engage with clients...

Job OverviewWe seek a seasoned Financial Planning & Analysis Manager to oversee the development and execution of comprehensive financial plans, forecasts, and budgets. This role requires a strategic thinker with exceptional business acumen and advanced financial expertise.Key Responsibilities:Strategic Financial Planning: Design and implement annual budgets,...

Financial Planning and Analysis Manager Job DescriptionWe are seeking a seasoned FP&A Specialist to lead our team in Chennai.This role is perfect for a finance professional with proven leadership, transformation, and analytical experience in a fast-paced FMCG environment.Key Responsibilities:Oversee a team of analysts to ensure timely delivery of divisional...

Drive Financial Growth as a Senior Planning AnalystKey Responsibilities:Develop and implement financial plans, forecasts, and budgeting strategies to optimize business performanceConduct in-depth analysis of campaign spend, identify variances, and provide actionable insights to stakeholdersCollaborate with senior leaders to refine marketing investments and...

Financial Planning SpecialistAs a Financial Planning Specialist, you will play a critical role in assisting senior management with the preparation of financial plans and reports.Key Responsibilities:Strategic Budgeting: Collaborate with stakeholders to develop strategic budget plans that align with business objectives.Cost Optimization: Analyze actual costs...

Lead Financial OperationsWe are seeking a highly skilled Chief Financial Officer to oversee our financial strategy and operations.Financial Strategy & PlanningDevelop and execute comprehensive financial strategies aligned with business objectives.Oversee annual budgeting, forecasting, and financial planning cycles.Provide actionable insights and...