Fasttrack financial planners | operations executive

Company DescriptionFasttrack Finance Professionals caters to more than 500 families involving Personal Finance, Income Tax filing, Portfolio & Wealth Management as well as recommending various other products like Mutual Funds, Life & Health Insurance, Fixed Deposits, Dematerialization of Shares, PMS, etc..Role DescriptionThis is a full-time on-site role for...

Company DescriptionFasttrack Finance Professionals caters to more than 500 families involving Personal Finance, Income Tax filing, Portfolio & Wealth Management as well as recommending various other products like Mutual Funds, Life & Health Insurance, Fixed Deposits, Dematerialization of Shares, PMS, etc..Role DescriptionThis is a full-time on-site role for...

**Job title**: Back Office Operations Executive **Location**: Sion, Mumbai, Maharashtra. **Terms**: Full Time. Monday to Saturday 9:30 am to 7pm **Salary/rate**: 10,000 to 15,000/ - **Requirements**: **About us**: We, **White Elephant Financial Planners**, are 4-decade old investment & insurance consultancy firm catering more than 500 clients across the...

**Job description** **Profile - ** Financial Planner **Experience - **2 years - Must having excellent Communication - Must having Experience as financial Planner. - Deep Knowledge about Financial Planning. **Qualification** - Graduate **Certified - **CFP / CWM / NISM XA-XB. **( any of this must with Graduation )** **Location - **Goregaon East,...

**JOB DESCRIPTION**: **Experience: 2+ Years in Financial Planning** **Certification: CFP CERTIFIED FINANCIAL PLANNER** **CWM / NISM XA - XB** **Location: Goregaon Mumbai** ▪ Create a financial plan after understanding the client profile. ▪ Understand Approach and services. ▪ Keep an eye on the Client Financial Plan and hold meetings to discuss...

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,...

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,...

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,...

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,...

The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client...

**JOB RESPONSIBILITIES** - Should have knowledge of financial planning - Have to work on various PPT and XL formulas to present certain requirement of clients in specific format - Innovate new way of presenting data to clients every time - Product specific planning and monitoring the performance - Working closely with senior planner and executing day to day...

**Job Title**: Financial Literacy - Curriculam Planner **Location**: Bangalore, Mumbai **Job Type**: Full-time **Overview**: **Responsibilities and Duties**: Research on current pedagogy in the educational world. Plan age-appropriate topics to be taught Write, design and review textbooks/workbooks. Review lesson plans and teaching resources. Design...

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...

**Need planner/market researcher (qualitative) with 5 or 5+ years of experience.** 1. Inspirational Creative Brief - The Brand Planner is responsible for providing the strategic direction and inspiration for the creative solution to the Client’s communication need. It is the Brand Planner’s responsibility to create an interesting, distinctive solution...

About the Company Uniskoool is not just a uniform-making company. We are an Indian-made apparel and tech organization connecting the traditional and modern worlds. We are here to revolutionize the apparel industry with our tailor-fit uniforms infused with cutting-edge technology. Our Tech services are highly modern and extremely handy in streamlining school...

Copious is a Talent & Technology services company dedicated to helping businesses grow. With over 9 years of experience in partnering with talents and clients, we've created Career and Business solutions for the Peoples in the business and technology ecosystem.Job DescriptionAs a Financial Operations Executive, you will play a pivotal role in overseeing...

A demand planner plays a critical role in supply chain management and is responsible for forecasting and managing the demand for a company's products or services. The primary goal of a demand planner is to ensure that a company has the right amount of inventory on hand to meet customer demand while minimizing excess or obsolete inventory. Here are the key...

**Their Day to Day job will include** 1. Align Meetings for prospective clients. 2. Participate in Customer meetings taking Minutes of meetings and engaging clients 3. Working with seniors on proposals for Execution. 4. Execution of solution provided. 5. Aligning, Participating and doing review meetings with existing clients connects. 6. Finding out and...

Today - Top Secret/SCI - Unspecified - Polygraph - IT - Security Fort Gordon, GA** (ON-SITE/OFFICE)** **About Peraton** **Responsibilities** Peraton seeks a** Cyber Operational Planner** with geographic combatant command experience or Army Service Component Command experience to support the ARCYBER G5 Plans and Strategy Directorate. Location: Fort...

**Job Title: Wedding Planner** **Location: Mumbai and Delhi** **Age Range: 30-38 years** **Gender Preference: Females** As we expand our operations in Mumbai and Delhi, we are seeking dynamic and experienced Wedding Planners to join our team. As a Wedding Planner with our Company, you will play a crucial role in ensuring the successful execution of...