Financial Planning Associate
1 day ago
This is a full-time on-site position for a Financial Planning Associate at PDM Investment & Trading Company Pvt. Ltd. in Kolkata.
The role entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office.
Duties and Responsibilities
- Assist Wealth Advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service.
- Work directly with Wealth Advisors to implement and monitor target asset allocations manually or using rebalancing software.
- Review assigned portfolios to ensure alignment with client investment objectives.
- Monitor positions, exposures and performance of client portfolios.
- Prepare and review new account paperwork.
- Facilitate and resolve client service requests.
- Prepare and review paperwork and presentation for client meetings.
- Draft follow-up memos for client meetings and complete applicable tasks.
- Handle confidential and/or sensitive information responsibly.
- Maintain admin functions of the office such as office supplies and mail;
- Perform other duties as assigned.
Essential Qualifications
- At least 1 year of financial services experience
- Graduate / post-graduate degree in finance, business, or financial services
- Knowledge of financial products and markets
- Detail oriented and able to work in a fast-paced environment
- Committed to providing exceptional customer service
- High degree of comfort managing multiple tasks simultaneously
- Strong character and a positive attitude
- Proficiency in Microsoft Office tools
- Excellent written and verbal communication skills
-
Financial Planning Professor
2 weeks ago
Kolkata, West Bengal, India Bengal Institute of Business Studies Full timeJob Title:Financial Planning ProfessorAbout the Role:We are seeking a highly qualified and experienced Financial Planning Professor to join our faculty at Bengal Institute of Business Studies. The successful candidate will be responsible for teaching and mentoring students in the field of financial planning, as well as contributing to the development of...
-
Financial Planning Professor
2 weeks ago
Kolkata, West Bengal, India Bengal Institute of Business Studies Full timeOpportunity to Teach Financial Planning at Bengal Institute of Business StudiesBengal Institute of Business Studies (BIBS), a top MBA institute in Kolkata, invites applications for the position of Financial Planning Professor. We are looking for an exceptional academic with expertise in financial planning to join our esteemed faculty.About the JobWe offer a...
-
Financial Planning Specialist
3 days ago
Kolkata, West Bengal, India Verneso Full timeFinancial Planning SpecialistWe are seeking a Financial Planning Specialist to provide tailored financial advice and recommendations to clients based on their financial goals, risk tolerance, and investment preferences. With 3-5 years of experience in wealth management, you will be responsible for managing and growing a portfolio of High Net Worth...
-
Senior Financial Supervisor
3 days ago
Kolkata, West Bengal, India mPokket Financial Services Private Limited Full timemPokket Financial Services Private Limited is seeking a highly skilled Senior Financial Supervisor to oversee our day-to-day financial operations. As a key member of our team, you will be responsible for supervising payroll, invoicing, and other financial transactions to ensure accuracy and compliance.The ideal candidate will have excellent organizational...
-
Financial Operations Director
3 days ago
Kolkata, West Bengal, India mPokket Financial Services Private Limited Full timeAt mPokket Financial Services Private Limited, we are seeking a highly skilled Financial Operations Director to oversee our banking operations and drive financial performance. As a key member of our team, you will be responsible for managing all banking activities and transactions to ensure smooth operations.The ideal candidate will have excellent leadership...
-
Strategic Financial Operations Leader
1 day ago
Kolkata, West Bengal, India mPokket Financial Services Private Limited Full time**Job Overview:**mPokket Financial Services Private Limited is seeking an experienced Strategic Financial Operations Leader to oversee all banking activities and transactions. The successful candidate will be responsible for ensuring smooth financial operations, strategic fund planning, and vendor management.Salary:$120,000 - $180,000 per annum, depending on...
-
Senior Financial Operations Director
3 weeks ago
Kolkata, West Bengal, India mPokket Financial Services Private Limited Full timeAbout mPokketmPokket Financial Services Private Limited is a leading financial services company that offers a range of innovative solutions to its customers. As a Senior Financial Operations Director, you will play a critical role in shaping the company's financial strategy and ensuring the smooth operation of our banking activities.Estimated Salary:...
-
Academic Professor for Financial Planning
2 weeks ago
Kolkata, West Bengal, India Bengal Institute of Business Studies Full timeProfessor in Finance: Join Bengal Institute of Business StudiesWe are seeking a highly qualified and experienced Professor in Finance to join our team at the Bengal Institute of Business Studies (BIBS) in Kolkata. As a leading MBA institute in the region, we offer a unique opportunity for academic professionals to grow and develop their careers.The...
-
Professional Financial Strategist
4 weeks ago
Kolkata, West Bengal, India EngageMyTalent HR Solutions LLP. Full timeJob DescriptionCompany OverviewEngageMyTalent HR Solutions LLP. is a leading provider of innovative talent solutions, dedicated to empowering businesses to achieve their full potential.SalaryThe estimated salary for this role is ₹1,200,000 - ₹1,500,000 per annum, depending on experience and qualifications.Job ResponsibilitiesDevelop and implement...
-
Accounting Professional for Financial Operations
3 weeks ago
Kolkata, West Bengal, India IFS Full timeJob SummaryThe Corporate Accountant is a key role within IFS World Operations India Private Limited, responsible for managing the General Ledger accounting function. This position involves recording financial transactions, preparing financial statements, and ensuring compliance with accounting principles, standards, and regulations.Key...
-
Space Planning Expert
2 days ago
Kolkata, West Bengal, India Maheshwari & Associates Full timeJob OverviewWe are seeking a skilled Space Planning Expert to join our team at Maheshwari & Associates in the Kolkata metropolitan area.
-
Financial Systems Consultant
3 days ago
Kolkata, West Bengal, India Team Engine HCM Full timeJoin our team of experienced professionals at Team Engine HCM and take your career to the next level!About the JobThis is an exciting opportunity to work on high-profile projects and contribute to the success of our clients.Key ResponsibilitiesThe successful candidate will be responsible for:Providing expert-level support for Oracle EBS Financials...
-
Oracle Financials Expert
3 days ago
Kolkata, West Bengal, India Team Engine HCM Full timeJob Title : Oracle E-Business Suite (EBS) Financials Advanced ConsultantCompany OverviewTeam Engine HCM is a leading provider of innovative HR solutions. We're passionate about empowering organizations to achieve their full potential.Salary$120,000 - $180,000 per year, depending on experience and location.Job DescriptionAs an Oracle EBS Financials Advanced...
-
Financial Manager
3 days ago
Kolkata, West Bengal, India RGS Fashions Pvt Ltd Full timeJob DescriptionThe Senior Accounts Manager will oversee the financial management and reporting for RGS Fashions Pvt Ltd. This includes preparing and analyzing financial statements, ensuring compliance with accounting standards. The role also involves overseeing budgeting, forecasting, and financial planning processes.Key ResponsibilitiesPrepare and analyze...
-
Financial Manager
1 day ago
Kolkata, West Bengal, India RGS Fashions Pvt Ltd Full timeJob SummaryAs a Senior Accounts Manager at RGS Fashions Pvt Ltd, you will be responsible for overseeing financial management and reporting. This role involves preparing and analyzing financial statements, ensuring compliance with accounting standards.About the RoleThe ideal candidate will have excellent financial planning and analysis skills, as well as...
-
EBS Financial Solutions Specialist
3 days ago
Kolkata, West Bengal, India Team Engine HCM Full timeAre you looking for a challenging and rewarding career opportunity?About the RoleWe are seeking an experienced Oracle EBS Financials Advanced Consultant to join our team at Team Engine HCM.Key ResponsibilitiesThe successful candidate will be responsible for:Providing expert-level support for Oracle EBS Financials implementation, configuration, and...
-
Advanced Financials Professional
3 weeks ago
Kolkata, West Bengal, India Team Engine HCM Full time**Job Title: Advanced Financials Professional** Team Engine HCM is seeking an Advanced Financials Professional to join our team. As a key member of our finance department, you will be responsible for providing functional and technical support for Oracle E-Business Suite (EBS) Financials modules, including General Ledger (GL), Accounts Payable (AP), Accounts...
-
Financial Analyst
3 weeks ago
Kolkata, West Bengal, India Exbo Group Full timeAt Exbo Group, we're seeking a highly skilled Financial Analyst to join our Transaction Services team. This is an exceptional opportunity to become an integral part of a rapidly growing business with limitless upside as our team scales and directly contribute in building our growing practice.The successful candidate will play a crucial role on our team...
-
Executive Financial Strategist
4 days ago
Kolkata, West Bengal, India GLOBE CONSULTANT Full timeJob DescriptionA renowned financial services company, Globe Consultant, is seeking an experienced Executive Financial Strategist to lead their financial planning and analysis efforts. The ideal candidate will possess a strong background in finance and management.Key ResponsibilitiesCreate and present comprehensive financial strategy recommendations to the...
-
Senior Financial Strategist
3 weeks ago
Kolkata, West Bengal, India EngageMyTalent HR Solutions LLP. Full timeWe are seeking a highly skilled Senior Financial Strategist to join our team at EngageMyTalent HR Solutions LLP. As a key member of our finance department, you will play a critical role in shaping the financial direction of our organization.Job SummaryThe ideal candidate will have a strong background in accounting and finance, with a proven track record of...