Financial Planner

2 weeks ago


Jayanagar Bengaluru Karnataka, India Vandyam Prasada Foods Private Limited Full time

**Role Description**

This is a full-time on-site role for a Certified Financial Planner at WinTrans in Bengaluru. The Certified Financial Planner will be responsible for financial planning, personal financial planning, finance, retirement planning, and utilizing their certification to provide expert financial advice and services.

**Qualifications**
- Financial Planning, Finance, and Retirement Planning skills
- Personal Financial Planning and Certified Financial Planner credentials
- Knowledge and experience in financial analysis and investment strategies
- Strong communication and interpersonal skills
- Attention to detail and analytical thinking
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Certification in NISM or FPSB mandatory with 1-2 years work experience.

Pay: ₹25,000.00 - ₹35,000.00 per month

Schedule:

- Day shift

Application Question(s):

- Do you have NISM, FPSB certification?

**Experience**:

- total work: 1 year (required)

Work Location: In person


  • Para Planner

    3 days ago


    Jayanagar, Bengaluru, Karnataka, India HEXAGON CAPITAL ADVISORS Full time

    This is the first step in your career as an Advisor and Financial Planner. As a para planner you will be assisting a senior advisor on managing their clients. The nature of work is administrative - working with investment plans, portfolios, tracking etc. This role does not entail any client facing responsibilities. The minimum qualification is a Masters in...

  • Wedding Planner

    1 week ago


    Bengaluru, Karnataka, India Panigrahana Weddings Full time

    **Job Title**: Wedding Planner **Location**: Bangalore **Job Type**: Full-time **Company**: Panigrahana Weddings **About the Job** **Company Description** Panigrahana Weddings, located in Bengaluru, Hyderabad, and Goa, creates unforgettable wedding experiences by blending creativity with flawless execution. With over 10+ years of experience in the wedding...


  • Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 50,00,000

    Job Title: Strategic Financial PlannerDescription:An opportunity to collaborate with a global organization and contribute to world-class leadership teams.Possess a strong background in finance, preferably with experience in strategic planning and financial modeling.About the Role:Key Responsibilities:Develop dynamic financial models to support budgeting,...


  • Bengaluru, Karnataka, India beBeeFinancialPlanner Full time ₹ 24,00,000 - ₹ 40,00,000

    Financial Planning RoleWe are seeking an experienced Financial Planner to develop comprehensive financial strategies for our clients.The ideal candidate will provide expert advice on investments, insurance, and taxes tailored to individual client needs.They will conduct thorough assessments of how life changes impact clients' financial plans and make...


  • Bengaluru, Karnataka, India Marmeto Full time

    Marmeto is a Commerce Transformation Company helping brands build the infrastructure they need to scale, securely, sustainably, and without compromise. Our strength lies in designing systems that aren’t just built to launch, but built to last — flexible, fast, and future-ready. Whether it's solving tech, enabling smoother integrations, or supporting...


  • Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 25,00,000

    Job Title:Senior Financial PlannerJob Description:We seek a highly skilled professional to lead our financial planning efforts, ensuring alignment with strategic goals and objectives.The ideal candidate will possess strong analytical and financial planning skills, with expertise in budgeting, forecasting, and financial modeling.This role involves developing...


  • Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 20,00,000

    Job Title: Senior Financial PlannerThis is a critical leadership role that requires a seasoned financial expert to oversee budgeting, forecasting, and financial planning processes for multiple regions.The ideal candidate will partner closely with cross-functional teams to provide actionable insights and support strategic decision-making at the highest levels...

  • Project Planner

    6 days ago


    Bengaluru, India iCRC Full time

    Role Summary The project planner person role will be required to plan, manage and monitor works using project management tools, including the use of Primavera P6 and Microsoft Project, etc. The Project Planner will be required to lead small project planning/ controlling assignments, assist senior planners on large projects and extract accurate information,...

  • Merch Planner

    1 week ago


    Bengaluru, Karnataka, India Target Full time

    **About us**: Target is an iconic brand, a Fortune 50 company and one of America’s leading retailers.Target Merchandising is evolving at an incredible pace. We are constantly reimagining how this $100 billion retailer offers the innovative, guest-inspiring items that Target is known and loved for. Our goal is to deliver exceptional value, quality and style...

  • Merch Planner

    1 week ago


    Bengaluru, Karnataka, India Target Full time

    Job Id: R0000395461 **About us**: Target is an iconic brand, a Fortune 50 company and one of America’s leading retailers.Target Merchandising is evolving at an incredible pace. We are constantly reimagining how this $100 billion retailer offers the innovative, guest-inspiring items that Target is known and loved for. Our goal is to deliver exceptional...