Financial Planner

2 weeks ago


Kochi, India Square League Ventures Pvt Ltd (https:www.squareleague.in) Full time

**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 parameters for company

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

**Salary**: ₹12,000.00 - ₹20,000.00 per month

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus
- Quarterly bonus

Application Question(s):

- Finance knowledge with B.Com, BBA, BA Economics preferred
- Financial knowledge, Capital market knowledge preferred
- Sales and relationship skills, Leadership skills preferred

**Language**:

- English Fluently and having good communication skills (required)

**Speak with the employer**
+91 8129188854


  • Project Planner

    1 week ago


    Kochi, Kerala, India Navalt Full time

    **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...

  • Project Planner

    1 week ago


    Kochi, Kerala, India Navalt Green Mobility Private Limited Full time

    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 Engineering, is...

  • Accounts Executive

    1 week ago


    Kochi, India Scaling Up Work Full time

    **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...


  • Kochi, India Scaling Up Work Full time

    **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...

  • Investment Advisory

    1 week ago


    Kochi, India Copious Consult Private Limited Full time

    **Hiring for Thrissur, Palakkad and Calicut** **Job description** - Follow up leads and enroll new clients - tie-up with organizations and associations to conduct educative webinars/seminars and other lead generations activities - Co-ordinate and conduct other lead generation activities - Provide timely solutions and services to existing clients -...


  • Kochi, Kerala, India Milestone Career Planner Full time

    The **Accounts & Purchase**executive is responsible for overseeing the financial operations and procurement processes within the organization. This role involves managing accounts payable and receivable, ensuring compliance with financial regulations, and handling purchasing activities for goods and services. The Accounts & Purchase Manager will work closely...

  • Equity Dealer

    5 days ago


    Kochi, Kerala, India Milestone Career Planner Full time

    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,...

  • Billing Executive

    2 weeks ago


    Kochi, Kerala, India Milestone Career Planner Full time

    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...

  • Equity Dealer

    1 week ago


    Kochi, Kerala, India Milestone Career Planner Full time

    The Equity Dealer will be responsible for executing buy and sell orders for clients on stock exchanges, managing clients' equity portfolios, analyzing market trends, and providing expert advice to clients. The role requires a solid understanding of financial markets, trading platforms, and strong decision-making skills to ensure optimal trading outcomes for...

  • Accounts Intern

    4 days ago


    Kochi, Kerala, India Life Planner Studies & Opportunities (P) Ltd Full time

    **Assisting in Financial Recordkeeping**: - Help maintain and update financial records, including ledgers, journals, and receipts. - Assist in the preparation and filing of invoices and receipts. - Ensure accuracy and completeness of financial data entry in accounting systems. 2. **Bookkeeping Support**: - Support daily bookkeeping tasks such as recording...