8 Goal Planning Jobs

Role Overview: As a Center Operations Manager at Moms Belief, you will be responsible for ensuring the smooth functioning of parent inquiries, leading initial interactions with parents, managing child goal planning and journey, coordinating with therapists, maintaining P&L accountability, ensuring operational excellence, and leading team development across multiple locations in the assigned zone. Key Responsibilities: - Ensure smooth handling of parent inquiries and maintain strong relationships with parents. - Collect and analyze feedback to improve services and satisfaction levels. - Address and resolve parent grievances, ensuring a seamless customer experience. - Lead initial interactions...

Seeking a detail-oriented Portfolio Analyst to support investment decision-making. Responsibilities include retirement & goal planning, client portfolio analysis, asset allocation, reviews, and reporting to drive financial goals. Required Candidate profile CFP or finance professionals with 2+ years’ experience in financial planning, mutual funds, investment reviews & client servicing Strong analytical skills, goal-based planning knowledge

Role Overview: As an IT Strategy Consultant, you will play a crucial role in contributing to the formulation of the IT strategy by understanding business priorities and implementing IT function structures at the company level. You will partner with management, functional heads, and key stakeholders to identify new business requirements and translate them into IT actionable items. Additionally, you will be responsible for formalizing IT function goal plans for the year and ensuring goal cascades across verticals within the department. Key Responsibilities: - Implement IT Function structure at the company level and ensure that roles, responsibilities, and accountabilities are well documented a...

As a Certified Financial Planner (CFP) with 1-2 years of experience looking to delve deeper into the world of Financial Planning, the opportunity at Gaining Ground is tailor-made for you! At Gaining Ground, you will not just have a job but a transformative experience where you can learn and implement the nuances of Financial Life Planning firsthand. Picture yourself guiding meaningful conversations that assist clients in aligning their finances with their life goals. **Responsibilities:** - Gain a deep understanding of financial planning practices, actively participate in meetings, take detailed notes, and ensure CRM maintenance. Integrate relevant information into the company's Management I...

You will be responsible for ensuring the reach of products to schools, colleges, and other education institutes in the given region. Your key responsibilities will include: - Planning and executing sales strategies provided by the organisation - Conducting cold calls to attract new clients and penetrate new markets - Following up on leads and guiding them through the closure stage - Developing quotations and proposals for potential clients - Setting and pursuing goals to achieve sales targets - Providing regular training sessions and product upgrades - Participating in marketing activities and executing them effectively - Delivering product presentations to potential clients - Seeing through...

As a Center Operations Manager at Moms Belief, your role involves overseeing the smooth functioning of multiple centers in the assigned zone. Your primary responsibilities include: - **Parent Management:** - Ensure smooth handling of parent inquiries and maintain strong relationships with parents. - Collect and analyze feedback from parents to enhance services and satisfaction levels. - Address and resolve parent grievances promptly to ensure a seamless customer experience. - **Initial Parent Interaction for Conversion:** - Lead initial interactions with parents to communicate the benefits of Moms Belief programs. - Drive the conversion of inquiries into enrolments through consultative discu...

As an integral member of our team, you will be responsible for assessment and goal planning, interacting with parents to discuss their child's progress, and sharing regular updates with them. Your role will involve preparing monthly progress reports, strategizing for the expansion of the organization, and executing promotional activities to foster its development. Additionally, you will collaborate with a diverse team of professionals to discuss cases and ensure holistic support for our clients. This is a full-time, permanent position suitable for freshers who are eager to kickstart their career in this field. The job offers health insurance coverage and follows a fixed day shift schedule. I...

You will be responsible for developing various sources for agent hiring and building a team of agents along with maintaining an agent pipeline. Your role will involve conducting activities to increase existing agent footfall in order to generate fresh referrals for new agent recruitment. Additionally, you will be expected to focus on developing agent prospecting habits, calling habits, and work habits. Collaboration with agents to plan and review activities and goals will be a key aspect of your job. You will also need to identify the training requirements of agents and coordinate with Trainers to enhance their skills. Meeting business targets, improving agent productivity and retention, as ...