15575 Financial Planning Jobs - Page 32

Designation- Manager/ Sr Manager- Wealth Management Job Profile: Develop and provide solutions to the client's basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regio...

Location : Gurgaon | Joining: Immediate About Us Dr. Water is one of the fastest growing hydration brands in the U.S. We crossed $1M+ in revenue in our first year, are backed by U.S. based investors, and are building a modern wellness company at the intersection of science, brand, and execution. Our ambition is simple and heavy at the same time to help 100 million people worldwide excel in life through hydration that actually works. About the Role The Founders Office Finance role sits at the nerve center of the company. You will work directly with the founders and leadership team, shaping how decisions get made every day. This is not a back office role. This is where numbers meet reality. Yo...

Company Description Canara HSBC Life Insurance, established in 2007, is a joint venture backed by Canara Bank, HSBC Insurance (Asia Pacific) Holdings Limited, and Punjab National Bank, along with other investors. Headquartered in Gurugram, Haryana, with over 100 branch offices across India, the company operates as a bancassurance-led insurance provider. It collaborates with partner banks and digital platforms to offer life insurance products, including term plans, retirement solutions, credit life, and employee benefits. Committed to providing simple insurance solutions and a seamless claims process, Canara HSBC Life Insurance aligns its services with the Promises Ka Partner philosophy to su...

Job Title: Chief Accounting Officer Grade: B13 Location: Gurgaon Key responsibilities: Work towards efficiently develop budget proposals, provide access to project finance information, and ensure contract/grant compliance and reporting Research revenue opportunities and economic trends, analyze internal operations, and identify areas for cost reduction and process enhancement Perform risk management through analysis of company liabilities and investments, and evaluate and manage capital structure and fundraising initiatives Monitor business performance with tracking tools, establish corrective measures as needed, and prepare detailed reports for earnings calls, management team, and rest of c...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients 2) Achieve the Targets set in terms of product mix 3) 360 degree coverage of client needs across his personal & business banking/financial needs 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth 7) Manage the portfolio to de-risk against ...

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Mandatory Key Ski...

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking 3) Networking and cultivating a good relationship with the clients 4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients 7) Build AUM and client base as per the target defined by the company 8) Send news and market related inputs & reports to the clients ...

Job Title: Business Finance Manager Location : Pune About the Team Our team is comprised of passionate individuals who are dedicated to pioneering access and transforming lives. We foster a collaborative and inclusive environment where everyone's contributions are valued and encouraged. As a member of our team, you will have the opportunity to work alongside talented professionals who are committed to driving innovation and making a positive impact. About the Role The Business Finance Manager is responsible for overseeing the financial planning, analysis, and reporting activities to support the business's strategic goals. This role involves managing budgeting processes, forecasting, financia...

Industry: Pharmaceuticals (Full time) Position: Senior Financial Planning Analyst Qualification: CA Experience: 3-4 Years Location: Sampangi Rama Nagar, Bengaluru, Karnataka Working Days: 5 Days (Hybrid) Job Profile: Forecasting, Budgeting, Strategy planning: - Responsible for preparation of financial plans (LRP, PLN, LBE, ACT, Quarterly projections), submission in Global planning systems (BPC, SAP) and Actuals Variance analysis vs Plan/forecast. - Lead the financial planning & reporting processes including design of templates & processes to improve efficiency and accuracy. - Timely address of queries from various stakeholders - Analyze performance (tracking revenue & expenses regularly) and...

Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients.

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients.

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Lead end-to-end controllership: Ind AS books closing, GST/Tax compliance, audits, inventory & cost control (D2C), MIS/reporting, ERP/process improvement, and team & stakeholder management. Required Candidate profile CA with 3–10 years PQE to lead Ind AS closing, GST/direct tax, audits, BS ownership in D2C/consumer setup; plus start-up, inventory, multi-channel and ERP/automation exposure preferred.

Why this job matters The Finance Business Partner provides financial and commercial support to key stakeholders, driving optimal business decisions and delivering better financial and commercial performance, in alignment with Group business objectives. The role supports high-profile strategic initiatives, manages significant cost and capital programmes, and plays a key role in financial planning, risk management and transformation. Strategic nature of role. Diversity/Complexity of role Act as a Collaborative agent to bridge the gap between Business and Finance Accountable for all financial performance of Cluster of accounts such as P&L, Working Capital, TLC and Capex. Responsible for the fin...

Company Description The Aldott is a new-age boutique business hotel designed to meet the needs of global professionals. Strategically located near major corporate hubs in India, The Aldott combines sophistication with modesty to create an exceptional experience. It is more than just a hotel, it's a vibrant community where guests can live, work, learn, and connect. The Aldott offers a seamless blend of comfort, creativity, and collaboration. Role Description This is a full-time hybrid role for a Boutique Business Hotel Manager based in India, allowing flexibility to work part of the time from home. The Hotel Manager will oversee daily operations, ensure exceptional guest experiences, and lead...

SYSTRA is one of the world's leading engineering and consulting groups specializing in public transport and mobility solutions. For over 65 years, the Group has been committed to helping cities and regions develop by creating, improving and modernizing their transport infrastructure and systems Context In India, SYSTRA is an international consulting and engineering company operating in the fields of Metros, High Speed Rail, Railways, Roads, Buildings, Urban planning, and Water & Environment for public and private organizations. Our engineers work with passion to deliver the most reliable, cost-effective and made-to measures solutions allowing end users to move seamlessly. SYSTRA's unique exp...

We are looking for a highly skilled and experienced Donor Relations Officer to join our team. The ideal candidate will have excellent communication skills, the ability to build strong relationships with donors, and a passion for fundraising. Roles and Responsibility Develop and implement effective donor relations strategies to achieve fundraising goals. Build and maintain strong relationships with existing and potential donors through regular communication and stewardship. Identify new opportunities for fundraising and develop plans to pursue them. Collaborate with other departments to ensure a coordinated approach to fundraising efforts. Provide exceptional customer service to donors, respo...

We are looking for a highly skilled and experienced Branch Manager to lead our fundraising efforts. The ideal candidate will have a strong background in fundraising and management, with excellent communication and leadership skills. Roles and Responsibility Develop and implement effective fundraising strategies to achieve business objectives. Manage and motivate a team of fundraising professionals to meet targets. Build and maintain relationships with key stakeholders, including donors and sponsors. Conduct market research and analyze trends to identify new fundraising opportunities. Collaborate with cross-functional teams to align fundraising efforts with overall business goals. Monitor and...

A Position Overview: Position Title Training Manager (Partnership Distribution) Role Summary : To manage training & development objective of the allotted PARTNER branches/cluster To ensure optimal training coverage to realize desired sales & product mix objective. To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month. To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations. To closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per need. To ensure delivery of skill, beha...

Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team one that makes better decisions, drives innovation and del...

About The Role Skill required: Financial Planning & Analysis - Financial Analysis Designation: Financial Plan & Analysis Associate Qualifications: MCom/Chartered Accountant/Master of Business Administration Years of Experience: 1 to 3 years What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Financial planning, reporting, variance analysis, budgeting and forecastingDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess ma...

JD For Finance Manager Role Description: This is a full-time on-site role for a Finance Manager at Ruloans Financial Services Pvt Ltd, located in Mumbai (Andheri East). The Finance Manager will be responsible for overseeing the financial operations of the company, including budgeting, financial planning, risk management, and financial reporting. They will also collaborate with cross-functional teams to analyze financial data, identify areas for improvement, and make strategic recommendations to optimize financial performance. Salary Budget: Upto 5 LPA Qualifications: • Strong knowledge of financial accounting principles and practices • Experience in budgeting, financial planning, and risk ma...

About The Role Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Delivery Operations Associate Manager Qualifications: BCom/Chartered Accountant Years of Experience: 10 to 14 years What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Financial planning, reporting, variance analysis, budgeting and forecastingFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major bu...