Financial Literacy Planner

**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 Literacy Teacher Location: Mumbai Duration: November 2025 – January 2026 (3–4 months) Organisation: Ratna Nidhi Charitable Trust Role Overview At Ratna Nidhi, we believe that financial knowledge is not just a subject—it’s a life skill. We are launching a large-scale Financial Literacy Programme to empower 8,000+ secondary school...

Financial Literacy Teacher Location: MumbaiDuration: November 2025 – January 2026 (3–4 months)Organisation: Ratna Nidhi Charitable TrustRole Overview At Ratna Nidhi, we believe that financial knowledge is not just a subject—it’s a life skill. We are launching a large-scale Financial Literacy Programme to empower 8,000+ secondary school students from...

**About the job**: - Able to understand client’s requirements needed to draft a detailed financial plan & conduct one on one client meetings - Advising clients on their existing portfolio. - Restructuring the portfolio based on their needs - Reviewing clients’ accounts and planning regularly to determine life changes that would affect financial...

**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...

**You're looking for something exceptional! So are we!** We are searching for an experienced and self-driven Remote Financial Planner to join our team! In this role, you will mainly be responsible for delivery of top-quality financial counseling to corporate clients. All while working in a remote environment and being able to choose your own...

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...

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,...