Chief Financial Planner

2 days ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,50,00,000
Financial Planning Role">

We are seeking a skilled and enthusiastic financial planning professional to join our team.

This is a full-time role that involves providing personalized financial planning services for clients, including retirement planning, investment management, and wealth preservation.

As a financial planning specialist, you will collaborate with experts from various fields to develop unique financial plans tailored to each client's needs and goals.

The ideal candidate will possess strong communication and interpersonal skills, as well as a detailed understanding of the mutual fund industry and capital market.

They should be able to create and enforce financial goal plans that meet the needs of clients, while also being self-motivated, flexible, and able to manage multiple tasks simultaneously.

Additionally, they should be willing to work in a fast-paced and dynamic environment and have a laptop.

CWM certification is an added advantage.

Key Responsibilities:

  • Managing existing clients' investment portfolios and driving new business from existing clients for various financial services.
  • Conducting financial analysis of various financial options available like mutual funds, stocks, loans, insurance, estate planning, and taxation planning.
  • Goal-based planning and mapping of investments.
  • Responsible for financial planning, financial analysis of new clients, and acquiring new clients from various channels.
  • Conducting financial awareness programs and referring leads from existing clients, social media, and other sources.

Requirements:

  • Strong communication and interpersonal skills.
  • Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
  • Ability to create and enforce financial goal plans that meet the needs of clients.
  • Self-motivated, flexible, and able to manage multiple tasks simultaneously.
  • Willingness to work in a fast-paced and dynamic environment.

Benefits:

  • Flexible working model with hybrid arrangements depending on business needs.
  • Lucrative salary.
  • Insurance benefits.
  • Monthly skill enhancement workshops.

What We Offer:

We focus on employee job satisfaction with a work-life balance and supportive work environment at each stage of life. Our company offers a range of benefits to support your career development and well-being.

Join us on this journey towards your financial independence and let's create a future that's not just financially sound but also peaceful.

Together, we can turn dreams into reality.

  • Employees who are part of our team get what they need to thrive at every stage of their career and personal life.

  • Chief Financial Officer

    1 day ago

    Delhi, Delhi, India beBeeLeadership Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Title: Chief Financial Officer - OperationsAbout the Role:The Chief Financial Officer - Operations plays a critical leadership role in overseeing the financial integrity, administrative excellence, governance compliance, and operational efficiency of an organization. This position is responsible for guiding multi-year budgeting, providing leadership on...

  • Chief Financial Officer

    3 weeks ago

    Delhi, Delhi, India Manufacturing Company is Hiring For Full time

    Delhi Based Manufacturing Company is Hiring for CFO (Chief Financial Officer) with Following Requirements:Job Title - CFOJob Location - South DelhiWork Experience - 15+ Years in Finance & Accounting post CA QualificationQualifications - CA QualifiedCTC Budget - As per the Industry NormsJob Descriptions:1. Financial Strategy & Planning2. Cost Control &...

  • Chief Space Planner

    4 hours ago

    Delhi, Delhi, India beBeeInteriorDesigner Full time ₹ 60,00,000 - ₹ 90,00,000

    Job Title: Senior Interior DesignerAbout Our Team:We are dedicated to excellence in custom architecture, planning, and design with a focus on sustainability and cost-effectiveness.We integrate architecture with urban regional planning to deliver distinctive and thoughtful design solutions. Our team consists of experienced professionals, including architects,...

  • CFO, Chief Financial Officer

    2 weeks ago

    Delhi, Delhi, India Michael Page Full time

    To work with one the leading PE/VC in the marketWealth Creation OpportunityAbout Our ClientVenture Capital and Private EquityJob DescriptionStrategic Financial Leadership:Drive long-term financial planning in alignment with organization's growth strategy.Lead financial modeling, forecasting, and scenario planning to support investment decisions and portfolio...

  • Chief Financial Officer

    2 weeks ago

    Delhi, Delhi, India Godrej Foods Limited Full time

    CFO Godrej Foods Ltd.Godrej AgrovetMumbai, Maharashtra, India-------------------------------------------------------------------------------------------------------------Job Title: CFO Godrej Foods LtdJob Type: Permanent, Full-timeFunction: FinanceBusiness: Godrej AgrovetLocation: Mumbai, Maharashtra, IndiaAbout Godrej Industries Group :GIG is a...

  • Expert Financial Planner

    4 days ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,01,00,000

    Job TitleFinancial Planning ExpertDrive business growth and deepen e-commerce penetration in India with our Financial Planning & Analysis role.Key ResponsibilitiesAlign financial strategies with business objectives to drive revenue growth.Lead budgeting, forecasting, and long-term planning processes to optimize operational efficiency.Provide data-driven...

  • Strategic Financial Planner

    1 day ago

    Delhi, Delhi, India beBeeExecution Full time ₹ 8,00,000 - ₹ 12,00,000

    Key Role in Financial PlanningThe Execution Desk Specialist plays a pivotal role in ensuring the successful execution of financial plans for clients.Main Responsibilities:Align with industry standards and client needs, conducting regular meetings to review progress and adjust strategies as required.Monitor client financial plans, identifying areas for...

  • Client Acquisition Manager

    3 weeks ago

    Delhi, Delhi, India FWCA LLP Full time

    Job Description: Client Acquisition Manager -  Financial Planner at FWCA LLP Calling prospective clients and engaging with them to set up meetings and deliver sales presentations, and product/service demonstrations daily. To generate leads from a given database & Identify decision makers within targeted leads and initiate the sales process. To penetrate...

  • Chief Financial Officer- Manufacturing Company Urgent

    3 weeks ago

    Delhi, Delhi, India Avani Consulting Full time

    Job DescriptionThis role is for a Chief Financial Officer (CFO) in a rapidly growing manufacturing company that is preparing for an Initial Public Offering (IPO). The ideal candidate will be a seasoned finance leader responsible for overseeing all financial functions, managing banking relationships, handling treasury, and ensuring compliance with all...

  • Advanced Financial Planner Role

    1 day ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 15,00,000

    Job Description:We are seeking a skilled professional to join our team as a Financial Services Specialist.This role involves providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation.You will collaborate with experts in the field to develop tailored financial plans that meet...