201 Investment Planning Jobs

Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Source potential customers from market and initiate relationship with them Understand needs of the prospects and propose solutions as offered by Sampadha Convert the leads (prospects) to customers and onboard to Client Database of Sampadha Maintain relationship with the customers for developing further network Take ethical decisions within the scope of responsibility, to suppo...

As a Tax Preparer at Best Tax Filer LLC Inc, your role involves communicating with clients to gather all necessary financial and personal information. You will be responsible for preparing and thoroughly reviewing individual and business tax returns for accuracy and compliance. It will be your duty to clearly explain completed tax returns to clients, addressing any questions or concerns they may have. Additionally, you will upload finalized documents for client review and formal acceptance. Qualifications required for this position include: - Strong understanding of tax laws and regulations - Experience in preparing individual and business tax returns - Excellent communication skills to inte...

Job Profile: Job Location: Jaipur Role Name: Investment Specialist - Branch Banking / Affluent Ownership of the investment target of the Branch Banking Channel mapped to Increase the Mutual Fund AUM for the mapped Area. Penetration of Client base for creating new investors in MF/ Investestments from existing client base. Increase in (investment Products) productivity of Phone Banking officers NTB) attributed to presence of IC i.e. NTB opened by officers on the back of investments due to the presence of the IC. Other Key Areas to be done periodically: Officers training, driving business/ Coordinating with Sr. RCMS/ National Head, Client Coverage/ Joint phone calls Portfolio Construction and R...

Designation: Relationship Manager Customer Engagement Reporting to: Channel Manager Customer Engagement CTC :- up to 12 LPA Experience: 6 to 10 years Responsibilities:- To up sell Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread acro...

The Role Reporting to the Sr. Director, Software Engineering, the Director of Software Engineering will lead multiple teams (and managers) building Experian's D2C platforms and consumer experiences. You will blend engineering leadership, platform strategy excellence with a mobile-first, AI-native mindset. You will scale people, platforms, and processes from Hyderabad while partnering with US stakeholders. What You'll Do Leadership & Strategy Promote the multi-year engineering strategy, OKRs, and investment roadmap for a domain within D2C business line, in consideration of product outcomes and business growth. Lead teams (managers, architects, engineers) across Hyderabad, establishing a pract...

About The Role Job Title - Utilities Data Strategy/Architect Consultant Management Level : 09 - Consultant Location: Mumbai/ Pune/ Bangalore/ Gurgaon/Hyderabad. Must have skills: +5 years experience in a consulting/industry role with utilities exposure delivering data driven capabilities and solutions 3+ years of implementation experience in Asset Investment Planning tools (IBM Maximo/APM, Copperleaf, SAP IAM, Bentley APM, Aveva APM, Infor APM, GE Predix) 2+ years experience in designing and utilizing analytic solutions in enterprise-wide organizations or in a role defining data architecture for a cloud native solution or journey to cloud Experience guiding and managing a team of practitione...

Key Responsibilities Conduct sector and company analysis on NIFTY and emerging stocks Prepare financial and analytical reports, presentations, and summaries Develop and execute marketing strategies to enhance brand and digital visibility Perform competitor and audience analysis for market positioning Create engaging social media and investor education content Contribute to brand outreach, campaign analytics, and business growth initiativesRole & responsibilities Preferred candidate profile MBA 1st year student specializing in Finance, Marketing,Sales Strong interest in stock markets, financial research, and data-driven decision-making Proficiency in MS Excel, PowerPoint , and basic knowledge...

Job Description: UK-Based Paraplanner Job Title: Paraplanner Location: Bangalore/Chennai/Hyderabad Employment Type: Full-Time About the Role: We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering exceptional financial planning and advice to clients. As a Paraplanner, you will play a key role in preparing comprehensive financial plans, conducting in-depth research, and ensuring compliance with UK financial regulations. Key Responsibilities: Preparation of Financial Plans: Assist advisers in preparation of suitability reports and annual review letters for clients. Prepare reports and recommendations covering areas such as pensions, investm...

Position Overview: We are seeking a skilled and client-focused Certified Financial Planner (CFP) (or AFP) to join our financial planning team. The ideal candidate will possess strong technical expertise in financial advisory, wealth management, and tax-efficient planning, combined with the ability to deliver personalised financial strategies for clients. This role involves comprehensive client financial analysis, portfolio planning, and development of holistic solutions covering investments, tax, retirement, and estate planning. Key Responsibilities: Develop tailored financial plans for clients, aligning investment, tax, and estate objectives with long-term goals Conduct in-depth reviews of ...

As an Associate Financial Planner in the Financial Planning & Advisory department, you will be responsible for supporting the financial planning team in preparing, analyzing, and presenting financial plans for clients. This role is perfect for individuals who are passionate about personal finance, wealth management, and client service, and aspire to advance into a full-fledged Financial Planner role. Key Responsibilities: - Assist in preparing comprehensive financial plans, covering areas such as retirement, investment, tax, and insurance planning. - Gather, review, and analyze client financial data, including income, expenses, assets, liabilities, and goals. - Conduct research on investment...

As a Process Expert for SAP Project Systems, your role will involve: - Acting as a Process Expert for SAP Project Systems in defining and improving project templates and solutions - Leading and supporting end-to-end SAP PS implementations, rollouts, and support activities - Collaborating with international teams to drive process standardization across departments - Working closely with Process Managers, IT experts, and business stakeholders - Contributing to the digital transformation journey including S/4HANA migration projects - Supporting investment planning processes including budget control, machinery, and equipment procurement - Participating in global project assignments and transform...

Key Responsibilities Lead the financial strategy, planning, and analysis of the company. Oversee accounting, finance, budgeting, and forecasting. Ensure compliance with statutory regulations and corporate governance standards. Manage investor relations, fundraising, and capital allocation. Drive financial performance metrics and business growth initiatives. Evaluate risk management strategies and internal controls. Experience & Qualifications Proven experience as CFO or senior finance leader in [industry, e.g., manufacturing, tech, EV sector]. Strong knowledge of corporate finance, accounting principles, and financial regulations. Experience in fundraising, mergers, acquisitions, and investo...

We are looking for an experienced Wealth Manager with strong expertise and certifications in Mutual Funds, Insurance, Stocks, and other Financial Products. Work location - Hitech city Required Candidate profile Graduate with mandatory certifications in Mutual Funds, Insurance (IRDA), Equity Advisory (NISM Series VIII, XA/XB); strong knowledge of MFs, insurance, equities, bonds, PMS, AIFs, etc.

As a part of Schaeffler, a dynamic global technology company with a strong entrepreneurial spirit and a long history of private ownership, you will have the opportunity to partner with major automobile manufacturers, as well as key players in the aerospace and industrial sectors, providing you with numerous development opportunities. Key Responsibilities: - Plan and optimize production systems using systematic approaches to enhance productivity and profitability, ensuring continuous improvement across the value stream. - Plan, analyze, and optimize the production system. - Create and maintain IE master data such as Routing, BOM, and Workcenter. - Coordinate cross-functional projects related ...

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...

Responsible for planning and optimizing production systems by applying systematic approaches to boost productivity and profitability. Ensure the continuous improvement of operations across the value stream. Plan, analyze and optimize the production system. Create and maintain IE master data (e.g. Routing, BOM, Workcenter). Coordinate cross-functional projects across the entire value stream related to process improvements, change management and product launches. Evaluate production KPIs for continuous improvement and to guide decision-making (e.g. OEE, TEEP, etc.). Perform product cost calculations. Implement workplace design through time and motion studies (e.g. MTM, REFA). Plan and manage c...

Acquire, manage, and deepen relationships with UHNI clients. Upsell and cross-sell Mutual Fund products as per assigned targets. Generate new business through referrals and networking. Analyse client portfolios and recommend suitable investment strategies. Conduct regular client reviews to ensure portfolio performance and satisfaction. Maintain strong compliance and adhere to internal and regulatory guidelines. Serve as the single point of contact for all client queries and investment needs. Achieve business and AUM (Assets Under Management) growth targets across product mix. Share your resume to Koushik.k@experis.com or whatsapp : 9080189216

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Company Description Nirmal Bang, one of the leading stock broking companies in India, serves both retail and institutional clients by offering a variety of financial products and services including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository Services, and PMS. Co-founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company brings industry expertise and insight, creating an environment of unmatched commitment to clients. Nirmal Bang's diverse professional backgrounds ensure a blend of experience, skill, and dedication, emphasized by thorough research on local and global developments. The primary goal is to help investors maximize their returns. Role ...

You will be responsible for leading and managing the financial planning, analysis, and strategy functions of the organization as the Finance Head. This role is distinct from the Accounts Head and focuses on financial strategy, fund management, budgeting, forecasting, investment planning, and risk management. Key Responsibilities: - Drive the company's financial strategy and planning aligned with long-term business goals - Manage fundraising efforts, investor relations, and capital structuring - Create detailed financial models and projections for strategic decisions - Analyze financial risks and develop mitigation strategies - Lead budgeting and forecasting processes across departments - Mon...

As a Relationship Manager at Connect Stocks Financial Services Pvt. Ltd., your role will involve acquiring, managing, and growing client relationships for mutual funds and insurance products. You will be responsible for providing financial advisory services, investment planning, and ensuring excellent client service. Key Responsibilities: - Identify and acquire new clients for mutual funds and insurance. - Provide financial advisory services and investment planning to clients. - Understand clients" financial goals and suggest suitable investment products. - Develop and maintain strong relationships with existing customers. - Ensure compliance with regulatory policies and company guidelines. ...

Responsibilities: Develop & implement investment strategies Manage portfolio performance & risk Analyze market trends & opportunities Oversee fundraising efforts Build strong investor relationships Travel allowance

Be a certified Financial Advisor with Kotak Life. Ideal for retirees, women relaunching careers & business owners. Leverage your network to grow. Earn commissions + salary upon confirmation. Build financial freedom with us! Required Candidate profile 1. VRS/Retired 2. Women returning to work 3. Small business owners 4. Finance Product Distributors Perks and benefits When promoted to a salaried position, PF & ESIC.

As a Co-Founder with Investment at Heritage Masala, located in Bengaluru, you will play a key role in strategic planning, managing day-to-day operations, business development, investment planning, overseeing marketing strategies, and collaborating closely with other founders to drive company growth and success. - Develop and implement strategic plans to achieve company goals - Manage day-to-day operations to ensure smooth functioning - Drive business development initiatives to expand market presence - Plan and execute investment strategies for financial growth - Oversee marketing strategies to enhance brand visibility - Work collaboratively with founders and stakeholders to achieve mutual ob...

We are looking for an experienced Wealth Manager with strong expertise and certifications in Mutual Funds, Insurance, Stocks, and other Financial Products. Work location - Hitech city Required Candidate profile Graduate with mandatory certifications in Mutual Funds, Insurance (IRDA), Equity Advisory (NISM Series VIII, XA/XB); strong knowledge of MFs, insurance, equities, bonds, PMS, AIFs, etc.