Financial Planner
2 months ago
Understand 1 Finance Approach and services
Create a financial plan after understanding the client profile
Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress
Verifying and cross-checking the generated financial plans
Perform client service activities
Make nudges for the clients
Ensuring compliance with quality and safety requirements
Skills:
Strong Analytical and problem-solving skills
Collaborative and result oriented
Structured approach of thinking and execution
Experience in working in Agile practices
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Financial Planner
1 week ago
New Delhi, India Anytimeinvest services Pvt Ltd Full timeWe are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and...
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Certified Financial Planner
3 months ago
Delhi, Delhi, India Planyourworld Training Academy Private Limited Full timeRole for a Certified Financial Planner at Planyourworld in New Delhi. The role involves financial planning, personal financial planning, retirement planning, and managing finances, Research, Sessions, Training, Developing Modules, CFP Modules, Practical Content Development. Day-to-day tasks will include working with clients to understand their financial...
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Financial Planner
7 months ago
Delhi, Delhi, India Talentrox Full time**Financial Planner** **Exprience:0.6-2 Years** **CTC:3.60-6.00LPA** **Required Skills: Financial Sales, Financial Analysis, Financial Modeling, Relationship Management** **Company Name: INGENETUS** **Description** - Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed...
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Financial Planner
7 months ago
Delhi, Delhi, India Bz Consultant Full time**Profile -**Financial Planner Location - Delhi Salary - 3 to 6 LPA Exp - 6 months to 2 years **Required Skills: Financial Sales,Financial Analysis,Financial Modeling,Relationship Management** - Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed understanding and knowledge...
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Financial Planner
6 months ago
Delhi, India Pinnacle Employment Full timeRole - Head - Financial Planner Industry Type - Financial Services Functional Area - Sales & Business Development Role Category - Team Management & Sales Support **Salary**: upto 10 LPA - Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. - Detailed understanding and knowledge of the...
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Financial Portfolio Planner
6 days ago
Connaught Place, Delhi, Delhi, India SSS Placement Consultants & Event Management Full timeUrgent hiring for Financial Portfolio Planner Exp - Min 1 Years Salary - Upto Rs 4.8 LPA. (Negotiable according to profile and experience) Job Location - Connaught Place, Delhi Key Requirement for the Position 1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator...
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Financial Planner
2 months ago
Delhi, Delhi, India IPSITA INSURANCE SERVICES PVT LTD Full timeJob Title: Financial Planner Reports to: Senior Insurance Advisor/Team Lead Location: Nehru Place Job Summary: We seek a highly motivated and experienced Insurance Advisor to provide expert insurance advice to clients, helping them manage risk and achieve financial security. Key Responsibilities: 1. Conduct needs analysis and risk assessments for...
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Strategic Financial Planner Position in Gurgaon
3 weeks ago
Delhi, Delhi, India FinsQ Professionals (P) Ltd Full timeAt FinsQ Professionals (P) Ltd, we provide comprehensive finance and secretarial services to clients across various industries. With offices in India, Canada, and the United States, our team of experts offers a one-stop solution for all finance-related needs.About the RoleWe are seeking a highly skilled Finance Manager to join our Gurugram office. The...
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Delhi, Delhi, India Fitspire - Health | Wellness Full timeAbout the Role">Fitspire - Health | Wellness is seeking an accomplished Strategic Financial Planner to spearhead our omnicommerce financial operations, ensuring seamless integration of our e-commerce business with retail operations.Key Responsibilities">Financial Planning and AnalysisCreate comprehensive financial plans, forecasts, and budgets to drive...
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Wedding Planner
5 days ago
New Delhi, India Seven Seas Hotel Full timeCompany DescriptionSeven Seas Hotel is a premier luxury destination located in New Delhi. The hotel boasts four banquet halls, two nightclubs, a shopping complex, all-day dining, and other luxury amenities. With over 100 well-appointed rooms, Seven Seas Hotel is the perfect choice for business and social events.Role DescriptionThis is a full-time on-site...
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Wedding planner
3 days ago
New Delhi, India Seven Seas Hotel Full timeCompany DescriptionSeven Seas Hotel is a premier luxury destination located in New Delhi. The hotel boasts four banquet halls, two nightclubs, a shopping complex, all-day dining, and other luxury amenities. With over 100 well-appointed rooms, Seven Seas Hotel is the perfect choice for business and social events.Role DescriptionThis is a full-time on-site...
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Wedding Planner
5 days ago
New Delhi, India Seven Seas Hotel Full timeCompany DescriptionSeven Seas Hotel is a premier luxury destination located in New Delhi. The hotel boasts four banquet halls, two nightclubs, a shopping complex, all-day dining, and other luxury amenities. With over 100 well-appointed rooms, Seven Seas Hotel is the perfect choice for business and social events.Role DescriptionThis is a full-time on-site...
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Wedding Planner
5 days ago
New Delhi, India Seven Seas Hotel Full timeCompany DescriptionSeven Seas Hotel is a premier luxury destination located in New Delhi. The hotel boasts four banquet halls, two nightclubs, a shopping complex, all-day dining, and other luxury amenities. With over 100 well-appointed rooms, Seven Seas Hotel is the perfect choice for business and social events.Role DescriptionThis is a full-time on-site...
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Wedding Planner
5 days ago
New Delhi, India Seven Seas Hotel Full timeCompany DescriptionSeven Seas Hotel is a premier luxury destination located in New Delhi. The hotel boasts four banquet halls, two nightclubs, a shopping complex, all-day dining, and other luxury amenities. With over 100 well-appointed rooms, Seven Seas Hotel is the perfect choice for business and social events.Role DescriptionThis is a full-time on-site...
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Delhi, India Fasttrack Financial Planners Full timeCompany 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...
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Wedding Planner
3 days ago
New Delhi, India Seven Seas Hotel Full timeCompany Description Seven Seas Hotel is a premier luxury destination located in New Delhi. The hotel boasts four banquet halls, two nightclubs, a shopping complex, all-day dining, and other luxury amenities. With over 100 well-appointed rooms, Seven Seas Hotel is the perfect choice for business and social events. Role Description This is a full-time...
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Financial Planner
7 months ago
Dwarka, Delhi, Delhi, India SnapFind Full time**Required Skills: Financial Sales, Financial Analysis, Financial Modeling, Relationship Management.** - **Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.**: - **Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability...
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Capacity Planner
4 weeks ago
Delhi, India Aptino, Inc. Full timePosition: Resource PlannerLocation: Pune or Gurgaon – Work from officeRole and Key Responsibilities- Work with Partner/Client workforce management team and operations to create, update and maintain staffing and budget planning models.- Analyze the contact center data and create long-term staffing and contact forecasts and models.- Extensive knowledge of...
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Wedding Planner
3 months ago
Green Park, Delhi, Delhi, India WedField Events Pvt Ltd. Full time**OVERVIEW**: As a Wedding planner, you will be responsible for coordinating all aspects of wedding events, from initial planning to the day of execution.You will work closely with couples to understand their vision and bring it to life, ensuring a memorable experience. **KEY RESPONSIBILITIES**: **~**Consult with clients to understand their vision,...
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Strategic Financial Planner
3 weeks ago
Delhi, Delhi, India Qualite Manpower Full timeQualite Manpower: A Leader in Strategic Financial PlanningWe are committed to delivering exceptional results and value to our clients through innovative and effective strategic financial planning. As a highly skilled EPM Application Architect, you will play a crucial role in helping us achieve our mission by leading project delivery, client conversations,...