Financial Planner

1 hour ago

Parel Mumbai Maharashtra, India network FP Full time

**Department Overview**:
The Knowledge Management Department at Network FP focuses on adding value to financial advisors and distributors by designing relevant content that helps build their practices and serve their clients. We brainstorm and create curriculum, topics, tools, resources, and templates that will be useful for the PFPs (Personal Finance Professionals) with help and support from external experts and a task force.

**Key Responsibilities**:

- Right content creation for the community
- Support to existing KM for running series
- Collaborate with industry seniors and thought leaders
- Hosting and moderating live sessions
- Designing content & presentations for various courses
- Creating quiz questions based on session content
- Creating Excel-based tools and templates for financial advisors

**Skills expected**

1) Great communication skills (Verbal & Written)

2) Good research capabilities

3) Excellent understanding & updated knowledge of personal finance, investments, insurance

3) Proficiency in PowerPoint, Excel and ChatGPT (since you will be working on this mainly)

4) Open to continuous learning and development

**Benefits**:
1) Work-life balance

2) Chance to interact and work with India's best personal finance professionals

3) Continuous learning and making a positive impact in people's lives through education

4) Leadership opportunities

**Job Types**: Full-time, Permanent

Pay: ₹35,000.00 - ₹40,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance
- Provident Fund

Application Question(s):

- How many years of experience do you have in content management?
- What is your Current CTC?
- What is your Expected CTC?

Work Location: In person

  • Financial Planner

    4 days ago

    Lower Parel, Mumbai, Maharashtra, India SSterling Workforce Enterprises Private Limited Full time

    **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...

  • Junior Planner

    3 days ago

    Kharghar, Navi Mumbai, Maharashtra, India V-Financial Services Full time ₹ 2,16,105 - ₹ 4,32,210 per year

    About 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...

  • Financial Planner

    1 week ago

    Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    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,...

  • Financial Planner

    2 days ago

    Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    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,...

  • Financial Planner

    4 days ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Job Role: Para Planner/Financial Planner Experience: Fresher/Experience Location: Nashik Minimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Minimum 1-year experience within the financial planning/Investment/Insurance. 3. Understanding of the financial planning process. 4. Attention to detail. 5. Good report writing skills. 6....

  • Certified Financial Planner

    4 days ago

    Mumbai, Maharashtra, India Planyourworld Training Academy Private Limited Full time

    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...

  • Financial Planner

    1 week ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Fintoo - Senior Financial Planner

    3 days ago

    Mumbai, India FINTOO Full time

    Senior Financial PlannerFinancial Planning:- Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.- Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances.- Monitor and review financial...

  • Financial Planner

    1 week ago

    Nashik, Maharashtra, India Valenta AI Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    4 days ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...