Financial Planner

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Key Responsibilities· Develop content across blogs, articles, reports, newsletters, client notes, presentations, and social media platforms.· Research, write, and edit high-quality content on a broad range of finance topics (investments, personal finance, wealth management, financial planning, markets, and economic trends).· Write SEO-friendly content to...

Insurance and Mutual Fund Advisor *Job Summary:* We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...

Company DescriptionSMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under...

**Position Title: Outdoor Media Planner** **Location: Borivali West, Mumbai, India** **Company: Global Advertisers Pvt Ltd** **Job Summary**: **Responsibilities**: - **Client Collaboration**: - Liaise with clients to understand their advertising objectives, target audience demographics, and campaign goals. - Collaborate with clients to develop customized...

Job Description HDFC Life Require candidate for the post of Adviser, Team leader , BDM. Back office and others in our kolkata branch. Min Qualification: 12 pass. Min Age: 18 years Mode of JOB: Part Time / Full Time Student ,, House wife, Unemployed youth, Retire person , Service holder, Self emploted all arer eligible. Contact Rajarshi Majumdar ...

Understanding Clients Financial needs. Determine Clients expenses, Level of Income, Insurance Coverage, Financial Objectives and Goals, Tax Status and Risk Tolerance and answer clients questions and address concerns. Office Time:11 am - 5pm. **Salary**: From ₹250,000.00 per year **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay...

About the JobWe are looking for a proactive Sr. Executive- Accounts & Finance to join our team. In this role, you will handle our client's core accounting operations, ensure compliance with statutory requirements, and provide financial insights that help our client succeed.About ViTWOViTWO is a leading finance company in India, offering specialized Virtual...

**JOB SUMMARY** Directs and motivates team while personally providing high quality service based on requirements and standards. Monitors and controls financial and administrative responsibilities including asset protection. Provides clear and concise communications to everyone having ownership in the success of the event. Identifies training opportunities...

**Job description** **Job Title**: Certified Financial Planner (CFP) **Company**: Azuke Global Investment Advisory LLP (AGIAL) **Location**: Mumbai **Experience**: Minimum 3 years in financial planning and advisory to retail clients **Education**: Graduation (minimum) with a valid CFP certification **Critical Qualities**: - Adherence to ethical...