12255 Financial Planning Jobs - Page 21

Job description: Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which wil...

Job description Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients portfolios. - Focus on business development and achieve growth in relationship value, and revenues & i...

Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will possess a proven track record in managing client relationships, strong financial acumen, and the ability to lead and inspire a team. This role demands strategic thinking, excellent communication skills, and a deep understanding of financial investments and wealth management products. Key Responsibilities: Client Relationship Management: Manage and grow a portfolio of high-net-worth clients. Deliver exceptional client service by proactively addressing client needs and resolving concerns. Build and maintain long-term, trust-...

You will be responsible for overseeing the overall business development strategy and ensuring the financial success of the company. Your key responsibilities will include: - Planning, developing, and implementing the business development strategy. - Setting and achieving key business development KPIs. - Collaborating with the sales and marketing teams. - Conducting regular market research. - Participating in educational programs and conferences. - Maintaining regular communication with clients. - Establishing and nurturing strong client relationships. - Negotiating deals and agreements. - Staying updated on competitors and vendors. Qualifications required for this role: - Candidates with at ...

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Financial Analysis Associate in our CAO Real Estate Finance team, you will spend each day managing the expense components of the Chief Administrative Office function, which supports the firms businesses across 60 countries. You will help ensure a robust control environment, measure performance, provide value-added analysis, and present information and recommendations to senior management within CAO, major lines of business, and firm-wide finance teams. - Lead a team of six finance professionals supporting the CAO ex Premises functions and providing ongoing support to the ...

Role Overview: As an Accountant at Gopinath Jewellers, you will be responsible for managing financial records, ensuring compliance with tax regulations, and overseeing daily accounting operations. Your strong analytical skills and deep understanding of financial management within the retail or jewellery industry will be essential for this role. Key Responsibilities: - Maintain accurate financial records and ensure compliance with accounting standards. - Prepare financial statements, balance sheets, and profit-and-loss reports. - Monitor cash flow, budgeting, and forecasting to ensure financial stability. - Ensure timely filing of GST, TDS, and other tax returns in compliance with local tax l...

Job Description: You will be responsible for developing and delivering local implementation of the positioning for premium brands, driving sustainable brand growth, brand awareness, equity, consumer engagement, and brand profitability through various marketing activities such as ATL, sampling, and engaging consumer and channel programs. Key Responsibilities: - Deliver Brand targets through sound financial planning, project resource management, alignment of systems and processes, and effective direction of brand advocacy activity to ensure efficient utilization of A&P. - Create and deliver brand ideas through a 360 approach including ATL, on-ground properties, trials, PR, and Influencer Progr...

As a Chartered Accountant (CA) at our company, you will have the opportunity to kickstart or advance your career in accounting and finance. Whether you are a fresher looking to begin your professional journey or an experienced CA seeking new challenges, we welcome both profiles to join our team. **Key Responsibilities:** - Prepare and review financial statements and reports following accounting standards - Manage taxation including GST, Income Tax, etc., ensuring timely and accurate filings - Conduct audits and compliance checks for our clients - Assist in budgeting, forecasting, and financial planning processes - Handle day-to-day accounting tasks such as bookkeeping, reconciliations, and i...

As a Financial Analyst, you will play a crucial role in evaluating and strategizing the financial performance of the organization to enable informed decision-making. Working closely with departments like finance, accounting, and operations, you will provide valuable insights into the company's financial well-being, actively contributing to business expansion and development. **Key Responsibilities:** - Assist in formulating and consolidating the Annual Operating Plan (AOP) and contribute to long-term strategic planning. - Collaborate with department and business heads to compile financial forecasts for different business units. - Develop and analyze various scenarios and sensitivity analyses...

Role Overview: As a Manager of Accounts & Finance at Josts Engineering Company Limited, located in Thane, you will play a crucial role in overseeing financial operations, budget management, financial reporting, and ensuring compliance with regulatory standards. Your responsibilities will also include leading financial planning and analysis, risk management, and supporting strategic decision-making to drive efficiency and growth. Key Responsibilities: - Oversee financial operations, budget management, and financial reporting. - Ensure compliance with regulatory standards. - Lead financial planning and analysis. - Manage risk and support strategic decision-making. - Independently handle Tax Au...

As a Senior Accountant at Navabharat, you will play a crucial role in managing the financial operations of the company. Your responsibilities will include: - Managing and overseeing the daily accounting operations. - Preparing and analyzing financial statements, MIS reports, and balance sheets. - Ensuring timely filing of GST, TDS, and other statutory compliances. - Supporting budgeting, forecasting, and financial planning activities. - Coordinating with auditors during internal and external audits. - Maintaining accuracy and confidentiality of financial data. Qualifications required for this role include: - B.Com, M.Com, or MBA (Finance) - 6-8 years of relevant experience If you are interes...

Job Description As the Vice President of Finance at Enternetz, you will be responsible for financial planning, managing financial statements, overseeing financial reporting, and performing finance-related tasks. Your role will involve conducting thorough financial analysis, creating comprehensive financial strategies, ensuring compliance with financial regulations, and providing strategic guidance to support the company's financial goals. Key Responsibilities - Develop and implement financial strategies to optimize the company's financial performance - Manage financial statements and conduct in-depth financial analysis - Oversee financial reporting processes to ensure accuracy and compliance...

As a candidate for the position, your responsibilities will include: - Achieving revenue growth & profitability to upscale the team - Ensuring training and development for team effectiveness - Managing day to day team administration effectively and operations for smooth functioning of the team - Ensuring customer management & engagement The qualifications required for this role are: - Age less than 33 years - Experience of 4-6 years from wealth sales experience background from Wealth Management companies, Banks, NBFCs & Broking companies in wealth management & financial planning - Notice Period maximum of 1-2 months - Local candidates from the same city are preferred Please note that benefit...

Role Overview: As the Asset Servicing Sr Supv at our company, you will provide leadership and supervisory responsibility for medium-sized operational/administrative team(s) of clerical/support employees. You are expected to have a good understanding of procedures and concepts within your technical/subject area and a basic knowledge of other areas to understand how they relate to your own area. Your role involves improving process efficiencies to support unit objectives and influencing decisions through advice, counsel, facilitating services, or joint accountability for volume, quality, and timeliness of end results. You will have full supervisory responsibilities, including performance evalu...

As a Finance Manager located in Cuttack, your role will involve managing the company's financial planning and budgeting, overseeing accounting operations, preparing financial reports, conducting risk management, and advising management on financial strategies. You will also be responsible for ensuring compliance with financial regulations and standards, as well as managing relationships with external auditors and stakeholders. Key Responsibilities: - Strong financial planning, budgeting, and forecasting skills - Proficiency in accounting operations and financial reporting - Experience in risk management and financial compliance - Excellent analytical and problem-solving abilities - Strong le...

As a Financial Manager for India, your role involves managing financial and management reporting for the country. You will be responsible for converting local Indian Accounting Standards to IFRS for group reporting. Your duties will include leading the month-end closing process, rolling forecasts, cash flow management, and annual budget. It will be your responsibility to review monthly P&L and balance sheet schedules, explaining any variances that arise. Additionally, you will provide business partnering support through financial planning and analysis, monitoring business results, managing OPEX budget, and conducting customer profitability analysis. Ensuring compliance with legal and group p...

As a Functional Consultant at EY, you will be part of the GDS Tax Technology team whose mission is to develop, implement, and integrate technology solutions to better serve clients and engagement teams. You will play a crucial role in developing deep tax technical knowledge and outstanding ERP, database, data analytics, and programming skills. Key Responsibilities: - Lead functional requirement workshops/meetings with Client teams and create detailed business requirement specifications. - Analyse data and documents to identify insights on the current client state, processes, functions, and operational practices. - Create and document business process models illustrating current and future st...

You will be joining a top company in the engineering field that is focused on delivering high-quality products and services while striving for excellence in all endeavors. As the Head of Costing based in Ponneri, Chennai, your main responsibility will be to lead the costing team. Your role will involve managing and analyzing costs, creating budgets, and identifying opportunities to save money. Your strategic thinking and strong financial skills will be crucial in this position. Key Responsibilities: - Managing Costs: - Develop and execute strategies to maintain cost control across all projects. - Analyze costs and budgets to identify cost-saving opportunities and address financial risks. - P...

As an Investment Banking Intern at our company, you will have the opportunity to gain hands-on experience in the financial services industry, specifically within investment banking. You will work closely with experienced professionals, contributing to various projects and gaining valuable insights into the world of finance. **Key Responsibilities:** - Assist in conducting financial analysis and research to support investment decisions. - Collaborate with team members on portfolio management tasks, including monitoring performance and preparing reports. - Utilize financial software to analyze data and create presentations for client meetings. - Support the preparation of pitch books and other...

As a Financial Planning Manager at Anola Building Centre, you will be responsible for developing and implementing financial plans, analyzing financial data, and managing investments. Your role will involve daily interaction with clients to provide financial advice and support sales initiatives. Key Responsibilities: - Develop and implement financial plans - Analyze financial data - Manage investments - Interact with clients daily to provide financial advice - Support sales initiatives Qualifications: - Financial Planning and Finance skills - Strong Analytical Skills - Experience in managing Investments - Proven Sales skills - Excellent communication and interpersonal skills - Ability to work...

As a SAP FICO - Functional Consultant at EY, you will be a part of the GDS Tax Technology team whose mission is to develop, implement, and integrate technology solutions that serve clients and engagement teams efficiently. You will collaborate closely with partners, clients, and tax technical subject matter experts to enhance value-add, improve efficiencies, and provide market-leading tools supporting Tax. **Key Responsibilities:** - Lead functional requirement workshops with Client/EY teams to create detailed business requirement specifications and user stories. - Manage requirement scope changes and traceability through documentation like MOMs, User stories, and Requirement specs. - Design...

Role Overview: You will be collaborating to manage treasury and banking operations across multi-entity environments, term loans, working capital facilities, and daily fund management at Jubilant Pharmova Limited in Noida. Your role will require demonstrated expertise in coordinating with banks and internal stakeholders for financial planning, compliance, and audit readiness. Key Responsibilities: - Planning and coordination with various banks and intra company for JGL and API businesses - Management of Term Loan and Working Capital, including servicing, renewals, and related compliances, as well as daily fund balances and WCDL utilisations - Checking interest rates with various banks, fundin...

As a Cluster Manager-Wealth, you will be the key representative of the business, responsible for generating business from clients with the support of your team. Your main duties will include acquiring High Net Worth relationships, managing a team of 8-10 RMs, and ensuring the retention of these relationships by providing top-notch services. Your success will depend on establishing strong connections with clients, designing and implementing their financial plans, and ensuring they receive and act upon the right advice. Your roles and responsibilities will include: - Handling and coordinating with your team to acquire HNI clients (Affluent & Super Affluent) - Maintaining client relationships a...

Role Overview: As a GMVA Executive within the Global Supply Finance Centre of Excellence at Reckitt, you will play a key role as a business partner to various units including Business Unit, Manufacturing, Procurement, and Supply Services. Your main responsibility will be to ensure accurate and timely supply forecasting across the organization. You will also be involved in data analysis to identify trends and patterns, turning data into actionable insights. Key Responsibilities: - Prepare and publish regional and factory workbooks and templates during each forecasting cycle - Support regions and factories during the TP Update process - Perform P&L and Volume analysis across regions during the...

Role Overview: As a Financial Planning and Analysis Specialist at Opkey, you will be an integral part of the finance team, responsible for budgeting, forecasting, financial modeling, variance analysis, and providing strategic insights to support decision-making. You will collaborate closely with senior management, accounting, and business units to optimize financial performance. Key Responsibilities: - Develop and maintain financial models to support business decision-making. - Lead the annual budgeting and forecasting processes, ensuring accuracy and alignment with business objectives. - Monitor and update rolling forecasts, identifying key trends and variances. - Conduct variance analysis ...