Financial Planning Specialist
3 hours ago
Job Title: Financial PlanningSpecialist / Financial Advisory / Financial Planning ExpertAre you passionate about empoweringpeople with financial knowledge? Do you thrive on helping individuals makesmart financial decisions for a secure future? If yes, then this role is foryouKey Responsibilities:ü Build strong relationships withclients by understanding their goals and offering personalized financialsolutions.ü Guide individuals in making informedfinancial decisions for long -term financial well -being.ü Provide expert insights on financialplanning, investment strategies, and wealth management tailored to clientneeds.ü Stay ahead of market trends,regulatory changes, and industry best practices to deliver relevant financialadvice.ü Analyze financial data, trackprogress, and optimize financial plans for better results.ü Represent Finnovate at conferences,meetings, and industry events to promote financial education.Qualifications& Skills:Bachelor'sdegree in finance, economics, or a related field (MBA -Finance preferred).A CFPcertification would be a definite advantage, alternatively should have a NISMXA – XB qualification or working towards the sameMinimum of 2years of experience in financial advisory or related fieldsStrongknowledge of financial planning, investment strategies, and wealth management. Excellent stakeholdermanagement skills, superior communication and interpersonal skills to educateand engage clients.Analyticalmindset with the ability to assess financial data and provide strategicrecommendations.Self -driven, goal -oriented, and passionate abouthelping others achieve financial success.
-
Financial Planning Specialist
3 days ago
Nashik, Maharashtra, India Finnovate Full timeJob Title Financial Planning Specialist Financial Advisory Financial Planning Expert Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes then this role is for you Key Responsibilities u Build strong relationships with clients by understanding their...
-
Financial Planning Analyst
2 days ago
Ameriprise India- Noida Ameriprise Financial Services, LLC Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearSupport advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...
-
Financial Planning and Analysis
4 days ago
Mumbai, Maharashtra, India Blis Full time**Finance Planning and Analysis specialist** Blis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries. The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The...
-
Financial Planning
1 week ago
Maharashtra, India Aditya Birla Capital Full timeAditya Birla Health Insurance Financial Planning Location: ABHI One India Bulls, Maharashtra Job Purpose - To assist and plan the formulation & achievement of Long-term Operating Plan for the entire organization for consolidation, finalization of key assumptions, initiatives and sensitivities. Collaborate with the other work stream owners on various...
-
Asset Planning Specialist
2 weeks ago
India Exusia Full timeD365FO Functional Specialist Position Title: D365FO Functional Specialist Employment Type: Full-Time We are seeking a D365 Finance & Operations Functional Specialist to support and enhance our mature Microsoft Dynamics 365FO environment. This role is focused on driving business process improvements and system enhancements across key business domains—...
-
Financial Planning
7 days ago
Bengaluru, India ABB Limited Full timeJob Description At ABB, we help industries outrun - leaner and cleaner. Here, progress is an expectation - for you, your team, and the world. As a global market leader, we'll give you what you need to make it happen. It won't always be easy, growing takes grit. But at ABB, you'll never run alone. Run what runs the world. This Position reports to: Financial...
-
Financial Planning
5 days ago
Bengaluru, India ABB Full timeJob Description At ABB, we help industries outrun - leaner and cleaner. Here, progress is an expectation - for you, your team, and the world. As a global market leader, we'll give you what you need to make it happen. It won't always be easy, growing takes grit. But at ABB, you'll never run alone. Run what runs the world. This Position reports to: Financial...
-
Senior Financial Specialist
2 weeks ago
Bengaluru, India HappyLocate Full timeJob Description Company Description HappyLocate, established in 2016, simplifies employee relocations across 16,000+ pin codes. Whether it's house shifting, pet relocation, office moves, or house search assistance, our advanced technology and customized solutions ensure efficient management from planning to post-move support. Join our growing list of...
-
Financial Support Specialist
9 hours ago
Maharashtra, Andheri, India EXCEL,COMMUNICATION,FINANCE Full time ₹ 3,00,000 - ₹ 9,00,000 per yearWe are seeking a dedicated and knowledgeable Support Specialist with a strong background in finance to join our team. The ideal candidate will provide exceptional customer support while leveraging their financial expertise to assist clients with financial-related inquiries and issues. Key Responsibilities: Customer Support:Respond to customer inquiries...
-
Presales Specialist
2 weeks ago
Nashik, Maharashtra, India Global Financial Datafeeds Llp Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout GFDLGFDL is a leading provider of advanced market intelligence, analytics, and financial data solutions designed for investors, traders, and institutions. We specialise in delivering Fundamental and Technical Data Platforms that empower clients with actionable insights for smarter decision-making.Role OverviewWe are seeking a Techno-Commercial Presales...
