Financial Planning Strategist
3 days ago
At upGrad Rekrut, we are seeking an experienced Financial Planning Strategist to join our team. With a strong focus on customer relationships and financial planning, this role is ideal for individuals who are passionate about delivering exceptional results and building long-lasting client relationships.
The primary responsibility of the Financial Planning Strategist will be to identify customer needs and provide them with tailored financial planning assistance and asset allocation using our investment advisory services. This involves working closely with clients to understand their financial goals and developing personalized strategies to help them achieve those goals.
In addition to providing exceptional customer service, the Financial Planning Strategist will also be responsible for acquiring new clients and developing new business opportunities. This requires strong communication and interpersonal skills, as well as the ability to work collaboratively with colleagues across different divisions of the bank to cross-sell products and services.
To be successful in this role, you must have excellent written and oral communication skills, strong organizational skills, and experience in investment/financial services. You should also be a team player with strong collaboration skills and be able to build and maintain strong relationships with clients and colleagues alike.
We estimate that the salary for this position will be around $120,000 - $180,000 per year, depending on location and experience.
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Financial Planning Strategist
4 weeks ago
Mumbai, Maharashtra, India Reliance Industries Limited Full timeThe ideal candidate will be responsible for collaborating with senior management to develop and implement effective financial strategies that drive business growth. You are comfortable handling large datasets, acting as a key business partner, decision-maker, and providing regular financial insights.- Years of experience: 5-7 YearsAs a Financial Planning...
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Senior Financial Strategist
1 month ago
Mumbai, Maharashtra, India Long Shot Assignments Full timeAbout the RoleWe are seeking an experienced Senior Financial Strategist to join our team at Long Shot Assignments. This is a unique opportunity to leverage your financial expertise and contribute to the growth of our organization.As a Senior Financial Strategist, you will play a key role in driving business success by developing and implementing strategic...
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Financial Solutions Strategist
2 weeks ago
Mumbai, Maharashtra, India Novel Financial Solutions Pvt Ltd Full timeJob OverviewNovel Financial Solutions Pvt Ltd is looking for a skilled Financial Solutions Strategist to lead our sales and marketing efforts.The ideal candidate will have a deep understanding of financial markets and a proven track record of developing and executing successful sales strategies.This is a challenging role that requires a unique blend of...
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Financial Strategist
4 weeks ago
Mumbai, Maharashtra, India Reliance Industries Limited Full timeJob Title: Financial StrategistThe ideal candidate for this position will be responsible for collaborating with senior management to develop and implement financial strategies that drive the growth and success of Reliance Industries Limited.Estimated Salary: ₹2500000 - ₹4000000 per annumAbout the Role:This is a key leadership role that requires a highly...
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Corporate Financial Strategist
2 weeks ago
Mumbai, Maharashtra, India Ergode IT Services Full timeJob Description: Corporate Financial Strategist Ergode IT Services is a leading provider of innovative technology solutions. We are currently seeking an experienced Corporate Financial Strategist to join our team. In this role, you will be responsible for developing and implementing financial strategies that support the company's growth and expansion...
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Chief Financial Strategist
4 weeks ago
Mumbai, Maharashtra, India Aptia Group Full timeAbout Aptia GroupAptia Group is a dynamic organization that values expertise in financial planning and analysis. We are currently seeking a highly skilled Chief Financial Strategist to join our team.
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Senior Financial Strategist
4 weeks ago
Mumbai, Maharashtra, India Marico Limited Full timeWe are seeking a dynamic and results-driven Senior Financial Strategist to join our team at Marico Limited. This is an excellent opportunity for a seasoned Business Finance expert to drive financial strategy and business performance across the Middle East entity.The ideal candidate will have expertise in manufacturing, with a strong background in financial...
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Senior Financial Strategist
4 weeks ago
Mumbai, Maharashtra, India Cloud Counselage Pvt Ltd Full timeWe are seeking a highly experienced Senior Financial Strategist to join our team at Cloud Counselage Pvt Ltd.About the RoleThis is an exciting opportunity for a seasoned financial professional to play a key role in shaping our company's financial direction and strategy. As a Senior Financial Strategist, you will be responsible for providing expert financial...
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Financial Strategist
2 weeks ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeJob Summary: Spark Private Wealth is seeking a skilled Financial Strategist to join our team. As a key member of our financial analysis department, you will play a crucial role in driving business growth through data-driven insights and strategic recommendations. If you have a passion for finance and a knack for problem-solving, we encourage you to apply.Key...
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Chief Financial Strategist
2 weeks ago
Mumbai, Maharashtra, India Ergode IT Services Full timeJob Title: Chief Financial StrategistEstimated Salary: $140,000 - $180,000 per year.We are seeking a highly skilled and experienced Senior Finance Manager to join our dynamic finance team at Ergode IT Services. As Chief Financial Strategist, you will play a critical role in overseeing and managing the financial operations of the company.Key...
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Senior Financial Strategist
23 minutes ago
Mumbai, Maharashtra, India Chronos Consulting Full timeAt Chronos Consulting, we are seeking an experienced Senior Financial Strategist to join our team. As a key member of our finance department, you will play a vital role in shaping the financial direction of our company.About the RoleThis is a unique opportunity for a seasoned financial professional to take on a leadership position and drive strategic growth....
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Risk Control Strategist
2 weeks ago
Mumbai, Maharashtra, India Hiranandani Financial Services Full timeJob SummaryHiranandani Financial Services is seeking an experienced Risk Control Strategist to join our team. As a key member of our organization, you will be responsible for overseeing fraud prevention and control strategies within the assigned region.
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Senior Financial Strategist
3 days ago
Mumbai, Maharashtra, India Antal International Full timeJob OverviewWe are seeking a seasoned Senior Financial Strategist to lead our financial operations. As a key member of the Antal International team, you will play a critical role in shaping our financial strategy and driving business growth.
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Senior Financial Strategist
2 weeks ago
Mumbai, Maharashtra, India Atrios Consulting Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Atrios Consulting. In this role, you will be responsible for leading financial analysis and reporting, as well as overseeing the day-to-day activities of our FP&A team.About the RoleThe estimated salary for this position is $120,000 - $180,000 per year, depending on...
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Risk Management Strategist
4 weeks ago
Mumbai, Maharashtra, India Hiranandani Financial Services Full timeAt Hiranandani Financial Services, we are seeking a skilled Risk Management Strategist to join our team.About the RoleWe offer an attractive salary of ₹1,200,000 per annum for this position. This figure is estimated based on industry standards and locations typical for this role.Key Responsibilities
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Chief Financial Strategist
4 weeks ago
Mumbai, Maharashtra, India TimesPro Full timeJob SummaryWe are seeking a seasoned Chief Financial Strategist to join our team at TimesPro. This is an exceptional opportunity for a highly motivated and experienced professional to lead our financial operations and drive business growth.About the RoleThe Chief Financial Strategist will be responsible for overseeing all financial aspects of our...
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Senior Financial Strategist
4 weeks ago
Mumbai, Maharashtra, India Corenza Full timeJob Title: Senior Financial StrategistAbout Corenza:
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Mumbai, Maharashtra, India C5i Full timeC5i: Senior Financial Strategist and Operations ManagerWe are seeking an experienced Senior Financial Strategist and Operations Manager to join our team at C5i. In this role, you will be responsible for driving financial strategy and performance across the organization, overseeing financial planning, budgeting, forecasting, and analysis functions.About the...
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Financial Planning and Analysis Expert
3 days ago
Mumbai, Maharashtra, India InCred Financial Services Full timeJob Title: Financial Planning and Analysis ExpertAbout Us:InCred Financial Services is a leading financial institution offering innovative solutions to its clients. Our team of experts works closely with senior management to drive business growth through strategic planning and financial analysis.Salary Estimate: ₹800,000 - ₹1,200,000 per annum, depending...
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Financial Portfolio Strategist
2 weeks ago
Mumbai, Maharashtra, India Waytogo Consultants Full timeJob OverviewWe are seeking a seasoned Financial Portfolio Strategist to join our team at Waytogo Consultants.