Financial Planners
2 weeks ago
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 ideas;Equity;MF;Insurance;Client Servicing;Client acquisition;Financial advice;Corporate Sales;Problem solving;Good communication;Team handling;Client outreach
**Location**
Mumbai / Hyderabad/Secunderabad / Pune / Chennai / Bangalore/Bengaluru / Delhi / NCR
**Education/Qualification**
Any Graduate; MBA/PGDM(Any Specialization); Doctorate Not Required
**Years Of Exp**
2 to 5 Years
**Salary**
300000 to 700000
**Posted On**
- 22-Oct-2020**Designation**
Financial Planners
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Financial Planner
2 days ago
Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time**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...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
3 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Junior Planner
2 weeks ago
Kharghar, Navi Mumbai, Maharashtra, India V-Financial Services Full time ₹ 2,16,105 - ₹ 4,32,210 per yearAbout V-Financial ServicesV-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach.Role OverviewThe Junior Financial Planner will...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...