Lead Financial Planner - Mumbai, India - iimjobs

Financial Planner

4 days ago

**Location - **Goregaon East, Mumbai, India · **Responsibilities: · -**: · - Create a financial plan after understanding the client profile. · - Understand 1 Finance Approach and services. · - Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's ...

Financial Planner

6 days ago

**Their Day to Day job will include** · 1. Align Meetings for prospective clients. · 2. Participate in Customer meetings taking Minutes of meetings and engaging clients · 3. Working with seniors on proposals for Execution. · 4. Execution of solution provided. · 5. Aligning, Parti ...

Financial Planner

1 week ago

Financial Concierge · Mumbai · 4 - 9 Years Of Experience · No. of Openings - 3 · **Responsibilities**: · - Create a financial plan after understanding the client profile · - Understand 1 Finance Approach and services · - Keep an eye on the Client Financial Plan and hold meetings ...

Financial Planner

1 week ago

We have an excellent opportunity for the profile of **Financial Planner.** · **Qualification**: CFP · **Experience**: 3-5 years · **Location**: Chembur · The scope of work will include the following: · - 1.Analyze clients' financial status (e.g. income, expense, assets and liabil ...

Certified Financial Planner

2 days ago

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the · investment advisory business spans over successful and proficient 2 decades. We have · mentored a myriad of entrepreneurs, professionals, business heads and families. · We are currently looking fo ...

Certified Financial Planner

1 week ago

**JOB ROLE - FINANCIAL PLANNER** · Vibrant Securities is a leading Mumbai based financial services company with proven expertise and offering services in Stock Broking, Derivatives, Mutual Funds, Securities Lending & Borrowing (SLB), Corporate Fixed Deposits and Stock Market Trai ...

Certified Financial Planner

5 days ago

a) Responsible for meeting existing customers, complete their profiling, prepare reports for them and suggest right mix of products for investments. · b) Keep updating clients of new product launches and cross sell different products like Insurance/MF/Bonds/ Real Estate/Loans as ...

Financial Planner

5 days ago

**Responsibilities**: · - Analyse client's financial status (e.g., income, expenses and liabilities) · - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) · - Develop sound financial plan and budgets for clients according to their changing ...

Financial Planner

1 day ago

JD: · They should be actually doing Financial Planning for HNI clients in their current role. · Financial planning includes goal planning, assessing risk appetite of clients. · As per their Goals and risk identifying his current investment and selecting financial products which w ...

Financial Planner

1 week ago

Responsibilities: · Create a financial plan after understanding the client profile. · Understand 1 Finance Approach and services. · Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. · Verifying and cross-checking the generated finan ...

Wealth Planner

1 week ago

Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc. · - Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certifica ...

Graduate Fresher

1 week ago

Job Description: · Looking for graduate fresher for Financial Advisor / Planner / Consultant. · Advising clients to make financial decisions, updating the Clients about mutual fund, fixed deposits, Bonds, IPO and fixed income products.. Manage and enhance business volume & profit ...

Corporate Center Executive Receptionist, Mumbai

6 days ago

Submit facilities requests as directed by Planner; walk and inspect conference room setups · - Support Meeting Planning Managers and Meeting Specialists with high level meetings; assist other operations managers as needed · - Build working relationships with fellow colleagues, Fo ...

Financial Advisor

1 week ago

Job Description: Financial Advisor · Summary of Role: · **Responsibilities**: · - Meet with clients to review their financial goals and objectives, and develop a comprehensive financial plan · - Conduct risk assessments and provide investment recommendations based on clients' ris ...

Customer Marketing Executive

1 week ago

**Job Introduction**: · Lead the implementation of marketing plans (including annual promotional calendar) to support the delivery of WG&S West India trade vision and strategy. · **Main Responsibility**: · - Develop, manage and implement customer marketing plans in alignment with ...

Advisor - Client Financial Services (Lux)

1 week ago

Primary responsibilities include: · - Preparation of financial statements as well as client financial and management accounting · - Managing and over-seeing regulatory and compliance issues · - Preparation of Board Packs and client bench-marking analysis · - Reviewing new client' ...

Chief Financial Officer

1 week ago

Execute the financial strategy of the company. · - Manage financial controls and accounting procedures. · - Ensure full transparency over the financial performance of the company. · - Provide advice on how to increase revenue and reduce costs. · - Effectively and clearly communic ...

Banking Sales Executive

1 week ago

**Position : Wealth Manager & Relationship Manager** · - Lead generation through various avenues. · - Analyzing clients' financial goals and assets allocation · - Offering clients recommendations on various financial products and services · - Examining client's existing investmen ...

Client Service Executive

2 days ago

**TJS FINANCIAL SERVICES LLP** · **About Us** · Our founders, Mr. Tushar Shah, a Certified Financial Planner, and Mrs. Binita Shah, an · AMFI Registered Mutual Fund Distributor, have been working on Plan Money for 28 years. Since 1994, we have provided finance solutions to our cl ...

Investment Advisor

4 days ago

**Help Prospects and existing customers buy financial services basis future financial needs and goals.**: · - **Prospecting for new customers**: · - **Funnel management**: · - **Meaningful conversation with Prospects and Existing Clients for Goal Planning and Execution.**: · - ** ...