Financial Planner

1 day 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 more.

Our vision is to be the go-to outsourcing partner, embodying optimism, transparency, commitment, and integrity in all we do. Join us in shaping India’s role as a leading Knowledge Process Outsource (KPO) destination while fostering growth for our team, partners, and community.

**Shift Timing - 8:00 PM - 5:00 AM**

Primary Responsibilities:

- Collaborate with advisers to receive task assignments and understand project requirements.
- Accurately document task requests in the Smart Sheet for seamless task tracking.
- Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
- Review End Users' details to identify any missing information and initiate corrective actions
- Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
- Liaise with Advisers to seek clarifications or obtain additional information as needed.
- Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.

Minimum Requirements:

- Graduate/Postgraduate in finance or a relevant degree.
- Strong background in financial planning, investment, and insurance.
- **Exceptiona**l command over the English language
- Profound understanding of the financial planning process.
- Meticulous attention to detail.
- Excellent report-writing skills.
- Ability to work independently, manage multiple tasks, and meet deadlines.

Certifications and added skills:

- Possession of a Certified Financial Planner (CFP) designation is a definite advantage.
- Additional certifications from reputable institutions such as FPSB, NCFM, etc., are preferred.
- Outstanding verbal and written communication skills.
- Proficient in using MS Word and Excel.
- Sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areas

Munificent Tech Services (MTS) is an equal opportunity employer. We value diversity and strive to create an inclusive workplace for all individuals.

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

Pay: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Fixed shift
- Monday to Friday
- Night shift
- US shift

**Education**:

- Bachelor's (required)

**Experience**:

- Financial planning/paraplanning: 1 year (preferred)

Shift availability:

- Night Shift (preferred)

  • Financial Planner

    2 weeks ago

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

    Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

  • Financial Planner

    7 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...

  • Financial Planner

    1 day 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

    2 weeks ago

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

    **Location - Lower Parel** **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 clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and...

  • Financial Planner

    1 day 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 weeks 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,...

  • Strategic Financial Planning Leader

    2 weeks ago

    Nashik, Maharashtra, India beBeeFinancialAdvisor Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Transforming the way Indians manage their finances is a strategic objective of our organization. We provide faster, smarter, and more convenient financial solutions through technology.As a Senior Financial Planner and Relationship Manager, you will be responsible for serving as a trusted advisor to our clients. You will leverage your financial planning...

  • Curriculam Planner

    3 days ago

    Mumbai, Maharashtra, India Orchids The International School Full time

    **Job Title: Financial Literacy Planner** **Job Overview**: **Responsibilities and Duties**: **Content (Primary Task)**: - Write instructional and activity-based content. - Research on current pedagogy in the educational world. - Create worksheets for classwork and homework. - Write and design textbooks/workbooks. - Create and design activities for...

  • Senior Financial Planner

    2 weeks ago

    Nashik, Maharashtra, India beBeeFinancial Full time ₹ 18,86,080 - ₹ 25,30,400

    Role Overview:Financial Planning and Analysis (FP&A) is a critical function within the organization, driving strategic decision-making through insightful financial analysis. The FP&A Manager will be instrumental in developing and implementing effective financial strategies to support business growth and success.",

  • Financial Planner-(Advisor)

    3 days ago

    Goregaon, Mumbai, Maharashtra, India Money Honey Financial Services Pvt. Ltd. Full time ₹ 1,80,000 - ₹ 3,00,000 per year

    Roles and Responsibilities:Provide financial planning and investment advisory servicesManage client relationshipsIdentify and grow existing clientsCreate pitch/ presentation for prospective clients Skills.Consulting and understanding requirement of individuals and acquiring them for financial planning and portfolio review services.Coordinate with clients/...