Financial Planner

**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...

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,...

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...

**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...

Partnering with senior officers to grow and strengthen the organisation and to make it more sustainable Representing the organisation at functions, public meetings and industry events Working with the Chief Financial Officer to prepare the organisation’s annual budgets, analyse the risk of its investments and advise the board of directors on the risk and...

Job Description Specific: • Checking and scrutinizing of all statutory compliances for e filing purpose • Sales, purchase and all expenses ledger scrutiny • Prepare and post Monthly accounting provisions with necessary workings • Work with the Assistant Finance Manager to review and communicate process improvements • Prepare the documents required...

**Job Title**: Telecaller - Banking Field (Work From Home) **Salary**: ₹13,000/month **Job Type**: Full-Time | Permanent **Company Overview**: We are a growing financial services company associated with top banks and NBFCs, providing easy access to loans, credit cards, and banking services. We're looking for motivated individuals to join our remote...

Widuentz Company Kochi is looking for a Wedding & Event Executive is a professional in the event industry who plans and coordinates events. They select venues, adhere to the given budget, arrange onsite vendors and ensure client satisfaction for the scheduled event. Other job titles that are related are event planner and event specialist. Good Relation with...

Serve as the primary point of contact for prospective students and their families. - Provide information about programs, admission requirements, and processes. - Advise prospective students on course selection and career options. - Conduct information sessions and campus tours for potential applicants. - Participate in recruitment events, such as college...