Financial Planner

**Financial Planner - Square League Ventures Pvt Ltd (Cochin)** **Responsibilities**: - Financial planning of individual and business clients - Portfolio management for mapped clients - Revenue generations and fee collection - Executing customer events and financial sessions with institutions - Customer development according to KRA - Meeting audit...

**Job Description: Project Planner** **Role Overview**:The Project Planner will play a crucial role in project planning and management, focusing on operations within the company. This role requires a strong background in finance, preferably with an MBA in Finance or Operations. A bachelor’s degree in engineering (B.Tech), particularly in Mechanical...

**Job description** Follow up on leads and enroll new clients Coordinate and conduct educational webinars/seminars Provide timely services to existing clients and ensure satisfaction Collaborate with financial planners for client support and renewals Bachelor's degree in finance or related field Proven experience in financial sales and business...

**ob Description: Chief Financial Officer (CFO)** **Company**: Leading Manufacturing Company based in Cochin, Kerala. **Responsibilities**: - Develop and implement financial strategies to support company growth and profitability. - Oversee budgeting, forecasting, and financial planning processes. - Prepare and present financial reports to the Board of...

Position Overview: We are seeking a dynamic and creative young event planner to join our team. As an event planner, you will be responsible for coordinating and executing a variety of events, ranging from corporate meetings to social gatherings. This position offers an exciting opportunity to showcase your organizational skills, attention to detail, and...

Key Requirements: - Bachelor’s degree in finance, economics, or a related field; certification as a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar is a plus. - Proven experience in banking, wealth management, or financial advisory services. - Strong knowledge of investment products, including mutual funds, PMS, insurance,...

Buy and sell stocks on behalf of clients in a timely, efficient, and cost-effective manner. - Ensure trades are executed at the best possible price by monitoring market conditions. - Handle both market orders and limit orders based on client preferences. - Monitor market trends, stock prices, and related financial instruments. - Analyze financial statements,...

Job Description: Billing Executive Position Overview: A Billing Executive is responsible for managing the billing processes of a company to ensure accuracy and efficiency. This role involves preparing and issuing invoices, managing accounts receivable, and ensuring that all financial transactions are accurately recorded. The Billing Executive works closely...

A **Customer Support Executive** in a firm acts as a bridge between the firm and its clients, ensuring a seamless experience by providing timely assistance, resolving queries, and offering guidance on the firm's products and services. This role demands excellent communication skills, attention to detail, and a deep understanding of financial markets and...

**For an Wedding Planner Company** **Responsibilities and Duties**: - Providing financial information to management by researching and analyzing accounting data - Preparing asset, liability and capital account entries by analyzing account information - Documentation of financial transaction by updating account data - Recommending financial actions and...