4799 Financial Planning Jobs - Page 43

Role & responsibilities Financial Planning & Budgeting Assist in the Annual Business Planning process and support various department heads in creating growth plans. Analyze cash flow, revenue, expenses, and capital expenditures for budgeting and forecasting. Ensure budgets are communicated across all departments. Contribute to financial due diligence for M&A/partnership initiatives and help analyze strategic projects or capital expenditure proposals. Work with the Market Intelligence team to understand market trends and help build business plans through projections and analysis. Financial Analysis Collect and analyze business performance data from different teams. Prepare business performance reports and review them with relevant stakeholders. Assist in reviewing financials for all locations and subsidiaries, providing insights and warnings where needed. Review inventory and work-in-progress (WIP) cost accounting and ensure compliance with established controls. Assist in closing books by identifying financial gaps and helping to implement corrective measures. Help design templates for costing and collaborate with department heads on cost reviews.

Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.

Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.

Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.

Hiring for Finance Controller for Retail Industry Location - Gurugram Exp -7-8 Years Roles & Responsibilities : MIS & Reporting Prepare regular financial reports: P&L, Balance Sheet, cash flow. Share actionable MIS with management and department heads. Track key financial KPIs and suggest corrective actions. Costing & Margin Analysis Ensure accurate product costing (fabric, trims, labor, overheads). Analyze garment-wise profitability. Implement and monitor standard costing systems. Coordinate with production and merchandising for cost control. Vendor Payment & Control Oversee timely vendor payments (fabric, trims, job work, logistics). Maintain strong relationships with vendors; manage credit terms. Ensure compliance with agreed payment cycles. Statutory Compliance & Audit Ensure timely filing of GST, TDS, PF, ESI, and other statutory returns. Coordinate with internal and external auditors. Maintain accurate books and ensure tax planning within legal framework. Financial Planning & Analysis Prepare and manage budgets (production, sales, and overheads). Monitor actuals vs. budget and report variances. Provide cost-benefit analysis for product lines or processes.

Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.

Post: Agency Manager/ Sales Manager CTC: 2.00 - 5.00 Lacs + Incentives Profile: Team Handling & Individual Sales Exp: Min. 1.5 year exp. in any Sales like (Sales/BD, Banking, Financial Sector, Insurance or any other industry) Qualifin: Min. Graduate Required Candidate profile - Minimum Graduate with Min.1.5 Years Sales Experience. - Candidate Age (Preferably b/w 23 - 40 Years) - Good Communication, Interpersonal and Leadership skills. - Must have knowledge of local Market.

We are actively seeking a highly analytical and strategic Assistant Manager - Business Finance to join our client's team through Acme Services . This pivotal role requires candidates exclusively from the Retail or E-commerce industry . The ideal candidate will be responsible for driving comprehensive financial planning, budgeting, forecasting, and variance analysis , closely tracking performance, and partnering directly with business teams to provide insightful financial reports. You'll also be instrumental in managing the P&L and preparing Annual Operating Plans (AOPs) to support strategic decision-making. Key Responsibilities Financial Planning & Analysis : Drive meticulous financial planning, budgeting, and forecasting processes. Conduct in-depth variance analysis to identify key performance drivers and deviations from targets. Performance Tracking & Reporting : Continuously track performance against financial goals and provide comprehensive Business reports to stakeholders, offering actionable insights. Business Partnership : Act as a key partner with business teams , providing financial expertise and guidance to support operational and strategic initiatives. P&L Management & AOP : Take an active role in managing the P&L (Profit & Loss) , identifying opportunities for revenue growth and cost optimization. Prepare detailed AOPs (Annual Operating Plans) , aligning financial targets with business objectives. Skills Strong experience in financial planning, budgeting, forecasting, and variance analysis . Proficiency in tracking financial performance and generating insightful business reports . Demonstrated ability to partner with business teams effectively. Experience in P&L management and preparing Annual Operating Plans (AOPs) . Excellent analytical, problem-solving, and communication skills. Must have prior experience exclusively from the Retail or E-commerce industry . Qualifications Proven experience in a Business Finance or Financial Planning & Analysis role within the Retail or E-commerce sector. Bachelor's degree in Finance, Accounting, Business Administration, or a related field. MBA or relevant professional certification (e.g., CFA, CMA) is a plus.

Experience in Financial planning, Analysis & reporting. Partner with business leaders, build financial models/presentations. Deliver clear reports, and drive performance. Ensure compliance. Experience in SAP. Experience of working with service sector organizations Required Candidate profile Qualified CA/ACCA/ICWA/CIMA with 6+ years of experience.

Essential Responsibilities Prepare SEC reporting documents (10-Q, 10-K, 8-K) including XBRL tagging in partnership with the external service provider Prepare footnote support schedules, tie-out support for SEC filings and disclosure checklists Assist with research and preparation of technical accounting memos Collaborate with the general accounting team to prepare corporate financial reporting for internal analysis and external SEC filings Collaborate with the legal team to ensure compliance with SEC regulations Work closely with external auditors to manage the financial quarterly review and annual audit process Provide financial analysis including explanations of variances between actual and budget/prior period Ensure internal controls over financial reporting, including disclosure controls and procedures, are adequate and operating effectively Participate in monthly/quarterly financial close review meetings to ensure appropriate accounting of transactions and accurate external reporting Participate in special projects and ad hoc requests as needed Qualifications 0-2 years with SEC reporting experience preferred Strong knowledge of US GAAP and SEC reporting requirements Software industry experience preferred Ability to work closely with management Commitment to all reporting and audit deadlines Exceptional organizational skills, project management experience to include management of large- scale/global initiatives

We are actively seeking a highly analytical and strategic Assistant Manager - Business Finance to join our client's team through Acme Services . This pivotal role requires candidates exclusively from the Retail or E-commerce industry . The ideal candidate will be responsible for driving comprehensive financial planning, budgeting, forecasting, and variance analysis , closely tracking performance, and partnering directly with business teams to provide insightful financial reports. You'll also be instrumental in managing the P&L and preparing Annual Operating Plans (AOPs) to support strategic decision-making. Key Responsibilities Financial Planning & Analysis : Drive meticulous financial planning, budgeting, and forecasting processes. Conduct in-depth variance analysis to identify key performance drivers and deviations from targets. Performance Tracking & Reporting : Continuously track performance against financial goals and provide comprehensive Business reports to stakeholders, offering actionable insights. Business Partnership : Act as a key partner with business teams , providing financial expertise and guidance to support operational and strategic initiatives. P&L Management & AOP : Take an active role in managing the P&L (Profit & Loss) , identifying opportunities for revenue growth and cost optimization. Prepare detailed AOPs (Annual Operating Plans) , aligning financial targets with business objectives. Skills Strong experience in financial planning, budgeting, forecasting, and variance analysis . Proficiency in tracking financial performance and generating insightful business reports . Demonstrated ability to partner with business teams effectively. Experience in P&L management and preparing Annual Operating Plans (AOPs) . Excellent analytical, problem-solving, and communication skills. Must have prior experience exclusively from the Retail or E-commerce industry . Qualifications Proven experience in a Business Finance or Financial Planning & Analysis role within the Retail or E-commerce sector. Bachelor's degree in Finance, Accounting, Business Administration, or a related field. MBA or relevant professional certification (e.g., CFA, CMA) is a plus.

Key Responsibilities: ESG Financial Integration: Incorporate sustainability and climate risk factors into financial planning, budgeting, and capital allocation. Support business cases for green projects and low-carbon transition strategies. Track and report the financial performance of sustainability initiatives (e.g. ROI of renewable energy projects, carbon pricing). Sustainable Reporting & Disclosures: Lead preparation of ESG and sustainability reports aligned with GRI, TCFD, SASB, CDP, or CSRD frameworks. Ensure consistency between financial and non-financial reporting. Liaise with finance and sustainability teams to collect and validate ESG-related financial data. Green Finance & Investments: Support issuance of green bonds, sustainability-linked loans, and other ESG-aligned financial instruments. Monitor regulatory developments around sustainable finance and align internal practices. Engage with banks, rating agencies, and investors on ESG-related financial disclosures. Risk Management & Compliance: Assist in identifying and managing ESG-related financial risks (e.g. carbon taxes, regulatory risks, climate impacts). Ensure alignment with global standards and regulatory compliance in sustainability accounting. Stakeholder Engagement & Capacity Building: Coordinate with internal teams (procurement, operations, legal) on ESG performance metrics. Provide ESG training to finance teams and build cross-functional awareness. Prepare presentations for senior management, investors, and ESG rating agencies. Key Requirements: Education: Bachelor's degree in Finance, Accounting, Economics, or Environmental Science. MBA, CFA, or sustainability certification (e.g. GARP SCR, SASB FSA Credential, IFRS S1/S2) preferred. Experience: 510 years of experience in finance, accounting, or sustainability roles. Experience in ESG reporting, green finance, or impact investing is highly preferred. Skills: Strong understanding of ESG frameworks, climate finance, and sustainability reporting standards Financial modeling and business case development for sustainability projects Excellent data analysis, reporting, and stakeholder management skills Familiarity with ESG software/tools (e.g., Enablon, EcoVadis, Workiva)

About the job: Key responsibilities: 1. Financial Planning Support: Assist in preparing client-specific financial plans by aligning mutual fund strategies with individual financial goals and risk profiles. 2. Portfolio Review & Analysis: Conduct in-depth analysis of existing mutual fund portfolios to identify underperforming schemes and suggest suitable realignments. 3. Fund Recommendations: Evaluate new mutual fund offerings across categories and recommend options based on market trends, client objectives, and performance metrics. 4. Research Report Preparation: Prepare periodic mutual fund research reports, performance summaries, and market outlooks to support internal decision-making and client communication. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 4,60,000 - 6,50,000 /year Experience: 1 year(s) Deadline: 2025-08-20 23:59:59 Other perks: Health Insurance, Life Insurance Skills required: Financial Modeling, Financial Analysis, Investing, Financial planning and Portfolio Management Other Requirements: 1. Candidates must be master degree in finance or economics. 2. Candidate must have understanding of mutual funds. 3. Candidates must have understanding in financial planning and modelling. 4. Candidates with CA(Inter), CS (Inter), CFP, CFA (level 1 and above) will be given preferences. About Company: Our organization is a financial advisory company. We manage wealth management products like mutual funds, PMS, and AIF. We manage approximately 1 billion assets of different clients and organizations.

Hi, We are hiring for the Leading ITES Company for Financial Planning & Analysis (FPNA) Role. Skills: a) Minimum 3 years of experience in F&A operations b) Experience with financial reporting systems (Preferred: Oracle) c) Bachelor of Science in Accounting or Finance Job Description: Complete monthly journal entries to ensure accurate and timely financial statements Prepare and analyze monthly account reconciliations Work with cross functional teams to ensure proper accounting treatment Prepare variance analyses and related explanations Support the tax compliance function by gathering the necessary information and documents needed for sales and use tax returns Prepare gross receipts tax returns and estimate payments Complete property tax returns Support on the identification, project planning, and implementation of process improvements Create reports from independent data sources accurately and efficiently provide explanations for variances Special projects as needed Highly motivated self-starter, detail oriented, and deadline sensitive Analytical and able to problem-solve Experience working in a fast-paced environment and meeting challenging deadlines Strong interpersonal, verbal and written communication skills with the ability to work independently and with teams across all levels within the organization To Apply WhatsApp 'Hi' @ 9151555419 and Follow the Steps Below: a) For Position in Pune Search : Job Code # 569

- Deal with the walk-in customers in branch - Will have to work on the leads given from branch - Set up a meeting with potential customers and close the deal - Mostly branch-work Required Candidate profile - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

Chartered Accountant with 12 years of experience in business finance, financial analysis, budgeting, and strategic planning. Proficient in interpreting financial data to drive informed decision-making and enhance business performance. Skilled in stakeholder management, variance analysis, financial reporting, and working cross-functionally with operations and senior leadership teams. Strong foundation in accounting standards (IFRS/GAAP), financial modeling, and ERP systems like SAP and Oracle. Core Competencies: Financial Planning & Analysis (FP&A) Budgeting & Forecasting Management Reporting (MIS) Cost Control & Variance Analysis Cash Flow Management Business Performance Reviews Investment Appraisal & ROI Analysis ERP Systems (SAP, Oracle), Excel & Power BI Compliance & Internal Controls Professional Experience: Business Finance Associate Partnered with business units to prepare annual budgets and rolling forecasts. Analyzed monthly P&L statements and provided actionable insights to improve profitability. Prepared dashboards and KPI reports for leadership to support strategic decisions. Conducted scenario analysis to assess financial impact of business changes or investments. Supported internal audits and compliance processes with accurate documentation. Education & Certifications: Chartered Accountant (CA), Institute of Chartered Accountants of India (1-2 yrs)/ MBA (3-5 years)

Planning, insights, forecasts, variance analysis. AP/AR, compliance, controls, audits, tax (GST, TDS, ESI, PF).Budgeting, cash flow, cost analysis, resource allocation. Regulations, audits, risk policies.Team mentoring, KPIs. Required Candidate profile 10+ years of experience in finance and accounting, financial regulations and standards, analytical, problem-solving, and decision-making skills.

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across 600 branches. As a market leader in consumer banking, DBS offers a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every life stage. The primary purpose of the job is to drive exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with a total relationship value of INR 30 lakhs or more. This involves adopting a need-based approach to ensure client coverage, product penetration, cross-selling, and up-selling of DBS products and services. Key responsibilities include acquiring and upgrading quality Treasures clients, deepening wallet share with existing customers, achieving annual volume and revenue objectives, and ensuring growth in the savings book and loan book. The role also involves implementing product strategies effectively, building client trust and loyalty, delivering exemplary customer service, and ensuring internal and regulatory compliance. Specific duties include managing and growing the total relationship value of elite Treasures clients, engaging with specialists for portfolio reviews, maintaining knowledge of products and services, resolving customer queries and complaints promptly, providing feedback on market trends, competition, and suggesting innovations for continuous improvement. The ideal candidate should have a sound understanding of financial planning and wealth management products in India, in-depth knowledge of the local market and competition, and relevant certifications such as AMFI, IRDAI, FEDAI, and BCSBI. A graduate or postgraduate degree with an MBA in a relevant field is preferred. Core competencies for this role include effective probing and listening skills, strong relationship management and influencing abilities, self-drive and ambition, good written and verbal communication skills, results-oriented mindset, analytical skills, competitive positioning understanding, and a strong service orientation. DBS India emphasizes a culture and behavior that focuses on performance through value-based propositions, customer delight, brand protection, knowledge enhancement, skill development, error-free operations, and speed in execution. This full-time relationship management role is based in Pune, Maharashtra, India, and requires a candidate who can deliver results under pressure while upholding DBS service standards and values.,

As the global leader in innovative technology within the travel industry, Sabre is currently in search of a Principal Business Operations expert. If you have a passion for technology and are keen on further developing your skills, Sabre offers an opportunity for challenging work within a global team environment. By leveraging technology, business intelligence, analytics, and Agile practices, we tackle complex problems to meet the current and future needs of our airline, hotel, and travel agency customers. Your primary responsibilities will include analyzing workforce data, forecasting staffing needs, and collaborating with key stakeholders to ensure the right people, skills, location, and resources are in place to achieve company goals. You will proactively partner with senior leaders in product and engineering, vendor management, and finance to deliver the annual investment plan. Understanding the product portfolio and workforce demands will be essential to support product and development. You will also be responsible for developing workforce business case models, analyzing resource trade-offs, providing insights, and recommendations to senior leaders. Additionally, you will influence decisions, shape strategy, and prepare presentations for senior management, supporting the annual investment prioritization process from a workforce planning perspective. Preferred Education And Experience: - Bachelor's degree or equivalent experience, Master's degree preferred - Minimum of 5 years related experience with knowledge of project management principles - Advanced knowledge of Excel, Power Queries, SQL preferred - Experience with Qlik, Power BI, or similar tools is preferred To excel in this role, you will need: - Strong financial and workforce planning skills with the ability to think strategically - Attention to detail and the ability to extract key action items from large datasets - Capacity to work across functions within Sabre, influence change, and drive results - Proficiency in computer software applications - A positive, customer-focused attitude with a passion for exceeding expectations - Ability to manage multiple projects simultaneously - Excellent verbal, written, and virtual communication skills - Creative and logical problem-solving abilities - A drive for meeting timeline requirements with attention to detail and quality - Flexibility in work schedule and thought processes - A team-oriented, can-do attitude - Sound judgment, planning, organization, and relationship-building skills - Effectiveness in facilitating meetings both virtually and in person with internal and external participants,

At FinEdge, the focus is on redefining investment management to make high-quality, goal-based investing accessible to everyone, not just the ultra-wealthy. The unique bionic model integrates human expertise with cutting-edge technology, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven approach. As an Investment Manager at FinEdge, your role is centered around helping clients make meaningful financial decisions, building trust, and guiding them towards their financial goals. If you are passionate about ethical investing, financial planning, and portfolio management, FinEdge is the place for you. What Makes FinEdge Different: - No Sales or Revenue Targets: Success is measured by client outcomes, not sales figures. - High Client Centricity: Build long-term relationships, co-own client goals, and engage in meaningful conversations that create real impact. - Virtual Engagement: Manage all client interactions from the office, with no field visits or physical meetings. - Work-Life Balance: No late hours, no pressure-driven selling, just value-driven investing. - State-of-the-Art Investing Platform: Leverage the award-winning Dreams into Action (DiA) Investing platform to deliver hyper-customized financial solutions. - FinEdge is a case study at IIM Kolkata for its transformative business model. Your Role as an Investment Manager: As part of the Investment Management team at FinEdge, you will: - Guide clients on their financial journey by defining, prioritizing, and executing their investment plans through deep collaboration. - Provide expert financial mentorship to help clients avoid investing pitfalls, manage market volatility, and stay committed to long-term financial goals. - Deliver hyper-personalized solutions by leveraging DiA's intelligent insights to create personalized investment plans. - Engage in meaningful, value-driven conversations to ensure clients stay on track towards their long-term financial objectives. - Uphold the highest ethical standards, operating with transparency and high integrity while keeping client interests at the utmost priority. - FinEdge was recognized with the Innovation in Investing Award by Franklin Templeton. Who Are We Looking For: - Experience: Individuals with 0-3 years of experience. Experience in financial services is not mandatory as long as specific requirements are met. - Mindset Over Experience: Attitude, empathy, and purpose-driven investing are valued more than prior industry experience. Freshers are welcome. - Excellent Communication Skills: Ability to articulate financial concepts in a simple, engaging manner. Proficiency in English & Hindi preferred. - Educational Qualifications: A Masters Degree is required. Certifications like CFP (Certified Financial Planner) are an added advantage. - Genuine Passion for Financial Planning: Strong desire to help people achieve financial independence through ethical and goal-based investing. - Adaptability & Organizational Skills: Ability to multi-task, manage client interactions efficiently, and follow a structured investment process. - Post-Joining Requirement: Clearing the NISM Series V-A certification is mandatory. Compensation & Growth Opportunities: - Starting CTC for Post-Graduates: 7.4 LPA (5 LPA Fixed + 2.4 LPA qualitative variable based on effort quality, not sales targets). - Structured career growth based on expertise and creating meaningful client impact. - Continuous learning opportunities in goal-based investing, behavioral finance, and investment advisory. - Access to certifications like CFP supported by the company. - FinEdge is a Certified Great Place to Work. Why Join FinEdge: FinEdge provides a unique and enriching work environment that values ethics over sales, fosters expertise in goal-based investing, and supports continuous professional growth. If you are looking for a career with purpose, where learning and development are prioritized, FinEdge is the place for you. Ready to make a real impact in the world of investing Apply here.,

As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and market conditions. Financial Planning & Advisory - Develop customized plans covering investments, retirement, taxes, and estate requirements. - Offer ongoing advice and make necessary adjustments as clients" circumstances evolve. Client Communication & Relationship Building - Maintain regular communication through monthly calls, in-person meetings, and virtual sessions. - Keep clients informed about market updates, regulatory changes, and new investment opportunities. Transaction & Compliance Management - Manage KYC procedures, investment transactions, paperwork, and documentation. - Work closely with internal teams to ensure accurate and timely execution. Reporting & CRM Maintenance - Prepare review reports comparing current positions with initial plans and recommend refinements. - Keep detailed records in CRM systems tracking interactions, plan progress, and transactions. Training & Development - Stay updated on financial regulations, products, and industry trends. - Share knowledge with colleagues and assist in onboarding new team members. Requirements: - Bachelor's degree in Finance, Accounting, Economics, or a related field. - CFP certification or equivalent is preferred. - Minimum of 3 years of experience in financial planning or client-facing wealth roles. - Proficiency in Excel and financial planning tools. - Familiarity with Zoho CRM or similar platforms. - Strong communication skills with the ability to simplify complex financial concepts. - Detail-oriented, analytical, and proactive problem-solver. - Comfortable working independently and collaboratively. Join a fast-paced and client-focused financial planning environment offering an exceptional opportunity to build and nurture comprehensive client relationships. Benefit from a supportive culture that emphasizes continuous learning, training, mentorship, and peer insights. The vibrant office location in Chembur, Mumbai adds to the dynamic work environment. Apply now by sending your resume to the provided email address.,

As a Senior Financial Advisor at UWC Wealth Management, a trusted financial planning and advisory firm since 2008, you will play a crucial role in enriching the lives of individuals and families through the power of investing. Your responsibilities will include developing and implementing personalized financial plans, advising clients on investments, and providing strategies for investment and retirement planning. You will be expected to demonstrate proficiency in Financial Planning, Finance, and Financial Advisory, along with expertise in Investments and Retirement Planning. Strong analytical and problem-solving skills are essential for this role, as well as excellent written and verbal communication abilities. You should be able to work both independently and collaboratively as part of a team. The ideal candidate will hold a Bachelor's degree in Finance, Economics, Business, or a related field. Possessing certifications such as CFA, CFP, or other relevant credentials will be advantageous. Prior experience in wealth management or financial advisory services will be considered a plus. This is a full-time hybrid role based in Indore, offering some work-from-home flexibility. Your daily tasks will involve conducting financial assessments, designing customized planning strategies, managing client portfolios, and nurturing strong relationships with clients. If you are passionate about guiding individuals towards financial confidence and long-term prosperity, we welcome you to join our team at UWC Wealth Management.,

The job involves direct customer service and sales to existing Max Life Insurance customers through relationship building. Customer leads will be provided by the company. The key responsibilities include driving revenue through cross-sell and up-sell opportunities, focusing on lead to conversion ratio, exceeding revenue and collection targets, conducting competition analysis, fixing self-appointments daily from the customer database, timely resolution of service requests, driving renewal collection, ensuring customer retention, establishing and strengthening relationships with customers, and providing financial planning assistance based on customer financial goals. Success in this role will be measured by adherence to TAT for updating systems, achieving cross-sell and up-sell business goals, resolving complaints and ensuring customer satisfaction, meeting retention targets, conducting more than 45 unique customer meetings per month, maintaining over 90% attendance, and scoring above 80% in functional trainings. The desired qualifications and experience for this position include being a graduate with 1-3 years of sales experience in Insurance, Mutual Fund, CASA, Investments, Loans, or Real Estate. A minimum of 6 months exposure to Life Insurance is required. The age bracket for candidates is 25-32 years, and owning conveyance is a must. The ideal candidate will possess knowledge, skills, and abilities such as process and result orientation, customer centricity, relationship building, basic computer knowledge, and good communication skills in English and a regional language. Max Life Insurance is committed to being an Equal Opportunity Employer that promotes inclusion and diversity in the workplace. If you are looking to join a company that values caring, collaboration, customer obsession, growth mindset, and people leadership, this role may be a great fit for you. For more information, please visit Max Life Insurance's website at www.maxlifeinsurance.com.,

The role involves creating capital budgets for Technology and providing monthly reports by categorizing data into capital commitment and capital spend. You will collaborate with the Technology and Procurement teams to collect and analyze data during the budgeting process. Additionally, you will be responsible for preparing and circulating MIS reports, such as Actual vs. Plan on a monthly and quarterly basis. You should possess an understanding of cost allocation to various departments/Business Units for Technology-related applications. This will involve coordinating with the Tech team to comprehend the underlying drivers and updating the model every six months. Furthermore, you will assist in the Post-Investment Review by conducting data analysis, including running queries through the CDAG team and analyzing GL accrual levels for expenses and revenue. Key Skills required for this role include: - 5-7 years of experience in cost management/Financial planning, preferably in a large organization. - Proficiency in MS Office applications such as Word, Excel, and PowerPoint. - Proactive mindset, self-starter attitude, and strong team player capabilities as the role involves interaction with cross-functional teams. Education qualifications sought for this role are CA or MBA.,

You are a Senior Team Lead for Financial Control Position at Reliance Industries Limited, located in Ahmedabad. Your role is full-time and requires expertise in financial planning and financial analysis. You will lead financial operations and ensure robust financial control mechanisms. Your qualifications include a proven ability in financial planning with a minimum of 10 years of experience in a senior financial role. Advanced financial analysis skills are mandatory to drive financial performance and decision-making. Expertise in budgeting, ensuring alignment with the company's financial goals, is essential. Strong accounting skills are needed to manage financial transactions accurately. Proficiency in preparing MIS reports to track and report on financial performance metrics is required. Strong financial control capabilities are necessary to maintain and improve financial policies and procedures. Exceptional analytical skills are essential to interpret complex financial data and provide actionable insights. Excellent communication and leadership skills are required to guide and mentor team members effectively. As the Senior Team Lead, your responsibilities include leading and managing the financial control team focusing on polymer business operations. You will develop and implement financial strategies to support business objectives. Prepare and monitor annual budgets to ensure financial targets are met. Oversee financial reporting and ensure compliance with relevant financial standards and regulations. Conduct financial analysis to identify trends, variances, and opportunities for cost reduction. Prepare and present MIS reports to senior management, providing insights and recommendations. Ensure robust financial control mechanisms are in place to mitigate risks. Collaborate with other departments to support financial planning and analysis activities. Mentor and develop junior staff to ensure a high-performing team. Qualification required for this position is CA with not more than 3 attempts.,