Financial planner

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

**Financial Planner** **Experience: 1+ Year** **Responsibilities**: **Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.** **Coordination with clients: Assist in gathering client data and communicating with clients to understand...

Client acquisition & engagement - Creating & executing plans for clients - Timely & financial advice to maximum clients - Active client engagement, after sales service - Client outreach & corporate sponsored events - Willingness to take new ideas & implement it **Department** All Departments **Open Positions** 1 **Skills Required**: Finance;Innovative...

Job Description: Experience: 1 Year Education & Certification: Bachelor's Degree in Finance or Related Field CFP / NISM 10(A) / NISM 10(B) **Skills**:Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.The...

**Job description** **Job Title**: Certified Financial Planner (CFP) **Company**: Azuke Global Investment Advisory LLP (AGIAL) **Location**: Ghatkopar West, Mumbai **Experience**: Minimum 3 years in financial planning and advisory to retail clients **Education**: Graduation (minimum) with a valid CFP certification **Critical Qualities**: - Adherence...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.The...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.The...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The...

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...

About KGK GroupKGK Group is a global organization seeking a skilled Financial Planner and Advisor to join its team.CompensationThe selected candidate will receive a competitive salary that reflects the best industry standards.Job ResponsibilitiesThis role encompasses overseeing the financial health and management of individual clients, providing personalized...

Job Title: Certified Financial Planner Company Overview: Planyourworld Training Academy Pvt. Ltd. is dedicated to spreading financial literacy and empowerment. We provide comprehensive financial education to help individuals and families take control of their financial futures. Job Summary: **Salary**: - CTC from 10 to 15 lacs + performance...

**Company Name - AV Motors (Eicher Truck)** **Industry type - Automobile Industry.** We are seeking a creative, highly organized event planner to help us execute unforgettable events that generate brand awareness, build business relationships, and boost employee morale. You will be responsible for conceptualizing ideas for the events, creating and...

**Company Name - AV Motors (Eicher Truck)** **Industry type - Automobile Industry.** **Work Experience : - 2 Years of Exp. in same field** We are seeking a creative, highly organized event planner to help us execute unforgettable events that generate brand awareness, build business relationships, and boost employee morale. You will be responsible for...

**Location - **Goregaon East, Mumbai, India **Responsibilities: -**: - Create a financial plan after understanding the client profile. - Understand 1 Finance Approach and services. - Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. - Verifying and cross-checking the generated financial plans. ▪ Perform...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.The...

**Position**: Event planner **Experience**: 6 months - 2 years **Qualification**: 12th pass **Location**: Dombivali (Safalya building, near thakur vada pav) **Job type**: Work from office **Industry preferred**: Advertising, Events or Media **Working days**: Monday - Saturday (10am - 7pm) **RESPONSIBILITIES**: - Perform research in order to gain deep...

Job DescriptionRetail Planner/ Retail Merchandiser Key Responsibilities:- Contributing to the development of the divisional Buying and Merchandising strategy and working within this strategy at all times.- Monitoring weekly sales, stock, and intake for each individual option within a department and ensuring that future projections are realistic and in line...