Assistant Financial Planner
2 days ago
As an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.
Responsibilities
- Assisting in gathering client financial information and conducting financial analysis.
-Communicating with clients and various stake holders.
- Preparing financial plans and investment recommendations.
Participating in client meetings to present financial plans.
- Monitoring and reporting on the progress of financial plans.
Qualifications
Master''s degree in finance, economics, or a related field.
Professional certifications such as CFP (Certified Financial Planner), CFA, CWM preferred.
-Fresher CA or Inter CA with 2-5 years of experience may apply.
Skills
Strong analytical and numerical skills.
Cashflow Modeling skills are must.
Excellent communication and presentation skills.
Basic knowledge of financial planning principles and products
-
Financial Planning Assistant
2 days ago
Vadodara, Gujarat, India Ascent Financial Solutions Full time ₹ 4,00,000 - ₹ 8,00,000 per yearAs an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.ResponsibilitiesAssisting in gathering client financial information and conducting financial...
-
Financial Sales Consultant
1 week ago
Vadodara, Gujarat, India HDFC Life Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionHDFC Life, one of India's leading private life insurance companies, offers a wide range of individual and group insurance solutions, catering to various customer needs such as protection, pension, savings, investment, and health. Established as a joint venture between Housing Development Finance Corporation Limited (HDFC) and abrdn plc,...
-
Production Planner
8 hours ago
Vadodara, Gujarat, India Koch Full time ₹ 2,50,000 - ₹ 7,50,000 per yearYour JobYou have the profile of a detail-oriented and analytically skilled Production Planner, capable of interpreting technical specifications and aligning production schedules with business objectives and customer expectations. You are proactive in identifying constraints and opportunities within the production process and can define planning strategies...
-
Account Manager
6 days ago
Vadodara, Gujarat, India SourceIN Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition:Assistant Manager (US Accounting)Location:VadodaraShift Timing: 12.30 pm to 10.00 pmPosition description:Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines.Primary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and accounting...
-
Financial Accounting
2 days ago
Vadodara, Gujarat, India VeravalOnline Pvt. Full time ₹ 4,00,000 - ₹ 6,00,000 per yearCompany DescriptionVeravalOnline Pvt.Ltd. is a prominent group of professionals specializing in web and internet digital marketing, serving both national and international clients through our three branches. Our expertise in the field ensures client satisfaction on all fronts. For internet marketing and website-related queries, please contact us at For...
-
Assistant Accountant
2 days ago
Vadodara, Gujarat, India Khodiyar Group Full time ₹ 4,00,000 - ₹ 8,00,000 per yearCompany DescriptionEstablished in 1984, Khodiyar Group is a trusted name in the automotive industry, serving as an authorized distributor of leading brands such as Tata Motors Commercial Vehicle, Tata Motors Genuine Oil, Ashok Leyland, Ford India Pvt Ltd, Royal Enfield, and Toyota Kirloskar Pvt Ltd. We are committed to excellence and customer satisfaction,...
-
Accounts Manager- US Accounting
2 days ago
Vadodara, Gujarat, India Analytix Business Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per yearPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities, resource planning, handling respective client portfolios, client communicationPrimary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and accounting workClient/US office CommunicationMIS Reporting including...
-
Account Manager
5 days ago
Vadodara, Gujarat, India, Gujarat SourceIN Solutions Full timePosition: Assistant Manager (US Accounting)Location: VadodaraShift Timing: 12.30 pm to 10.00 pmPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines. Primary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and accounting...
-
Assistant Manager
2 weeks ago
Vadodara, Gujarat, India PGP Glass Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDesignation - Assistant ManagerLocation - JarodCompany - Kosamba Glass Deco Pvt. Ltd. (Corrugation Plant )Experience- 5 to 10 yearsGlimpse of JD:Job Overview:The Costing, Budgeting, and Management Information System (MIS) Manager is responsible for overseeing the financial planning, budgeting, and management of company costs. This role involves managing cost...
-
Administration Assistant
2 days ago
Vadodara, Gujarat, India Columbia Machine Engineering Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe are seeking a highly skilled Administrative Assistant with exceptional proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Teams to provide high-level administrative and operational support. This role requires someone with professional maturity, the ability to handle sensitive and confidential information, and strong organizational and...