151 Investment Planning Jobs

Are you looking for a career path where you can grow, thrive, and truly make a difference? Our client is seeking an experienced Paraplanner to join their team. The ideal candidate will be detail-oriented, conscientious, and dedicated, with strong client service skills. This role requires someone who can take direction yet also work independently, problem-solve, and take ownership of projects. The work environment is steady-paced, collaborative, and enjoyable. About the Client Our client is a boutique wealth management firm that has been in business since 2007. They specialize in retirement planning, investment management, and business planning for high-net-worth clients and business owners. ...

Head - Family Offices (South ) The purpose of this role is to develop and manage relationships with Family Offices, understand their financial/investment objectives & risk appetite, and recommend appropriate products. Primary Job Responsibilities: Define the sales strategy for the Family Office channel and achieve the established targets. Establish, grow, and manage investment relationships with Family Offices. Be the trusted investment advisor to the clients and deepen existing client relationships by providing appropriate investment advice and solutions. Acquire new clients through market intelligence & networking engagements. Share market updates and house views to clients on a timely bas...

Role Overview: As a financial advisor, your main role will involve engaging with clients to understand their financial goals, risk tolerance, and current financial status. Based on this information, you will provide tailored financial planning strategies to help clients achieve their objectives. This position requires a thorough understanding of financial products and regulations to offer sound advice to clients. Key Responsibilities: - Engage with clients to gather information such as expenses, income, insurance coverage, and tax status to develop personalized financial plans. - Provide financial advice and answer client inquiries regarding financial strategies and plans. - Recommend approp...

Direct Responsibilities : Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such 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 clie...

Role Overview: As a Financial Planning and Wealth Management professional at our company, you will be responsible for utilizing your technical competencies to provide comprehensive financial services to clients. Your role will involve in-depth research and analysis of investment strategies, review of client portfolios, cashflow modeling, financial planning, risk analysis, insurance planning, retirement planning, investment planning, tax planning, estate planning, and employee benefits. Additionally, you will be expected to demonstrate strong professional competencies including analytical skills, client interaction abilities, teamwork, communication skills, adaptability, and a technology-firs...

Call or WhatsApp your resume @ 9205989467 We are pleased to announce an exciting career opportunity with our esteemed client, a leading U.S.-based financial planning organisation. If you have a passion for financial advisory and client relationship management, this is your opportunity to pursue a rewarding and growth-oriented career. Job Details: Location: Gurugram & Noida (Hybrid NCR candidates only) Shift: Night Shift (8:00 PM 4:30 AM) Mode: Full-time Eligibility Criteria: Education: B.Com, BBA (Finance), MBA (Finance), M.Com (BE/B.Tech or any other technical degree candidates are NOT eligible) Experience: 1--6 years in International BPO (Voice Process) can be considered Skills Required: E...

Direct Responsibilities : Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such 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 clie...

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...

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...

Requirements: Qualifications: Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-w...

We are looking for an experienced candidates in NRI client handling. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600 Education: Minimum Graduation with NISM-5 (Preferred) Experience: 1+ Yrs Roles and Responsibilities: • Expand the NRI customer base by actively prospecting for new NRI clients through diverse methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc., appointment scheduling, and harnessing references/leads. • Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio Management Services (PMS), Smartfolios and any other products which may be launched in the future based on the nee...

We are looking for an experienced candidates in Wealth Management and Banking Industry. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600. Education : Minimum Graduation with NISM-5 (preferred) Experience : 1+ yrs. PRODUCTS Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on ...

You have a busy schedule and may sometimes neglect the discipline aspect of investing, which can lead to struggles in keeping your finances in check. Hiring a financial advisor can be beneficial as they can examine your net worth, help you identify your goals, and recommend ways to fulfill your aspirations. A financial advisor plays a crucial role in diversifying and allocating your assets into different types of investments such as bonds, real estate, stocks, etc., which helps reduce the risk of decline in the value of your portfolio. They can also provide guidance during market volatility and help you avoid making hasty decisions driven by emotions like panic. Investment planning is essent...

The Accounts & Finance Head role is pivotal in overseeing the financial health, accounting operations, compliance, and strategic financial planning of the organization. Your expertise in financial management, budgeting, taxation, risk assessment, and investment planning will be instrumental in ensuring the company's financial stability and growth. As the Accounts & Finance Head, you will be responsible for managing various aspects of finance, including budgeting, compliance, and strategic planning. Your role will involve overseeing accounting operations, ensuring financial health, and implementing strategies for financial growth. Key Responsibilities: - Manage financial operations and ensure...

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...

Key Responsibilities Assist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of meetings, and providing necessary follow-up. Prepare and ensure new business paperwork is successfully submitted which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance/annuity applications, and coordinating rollovers. Prepare for and coordinate marketing events...

We are hiring for our esteemed client, a leading U.S.-based financial planning company. If you are passionate about financial advisory and client servicing, heres your chance to build a rewarding career! Job Details: Location: Gurugram & Noida (Hybrid NCR candidates only) Shift: Night Shift (8:00 PM 4:30 AM) Mode: Full-time Eligibility Criteria: Education: B.Com, BBA (Finance), MBA (Finance), M.Com (BE/B.Tech or any other technical degree candidates are NOT eligible) Experience: 1--6 years in International BPO (Voice Process) can be considered Freshers: Eligible if they have excellent spoken English & financial knowledge Skills Required: Excellent verbal communication (mandatory) Strong unde...

Responsibilities: * Oversee financial operations & reporting * Manage budgets, cash flows & taxes * Ensure compliance with regulatory standards * Collaborate on strategic planning initiatives Annual bonus

Investment Adviser Level 1 Level 2 (X-A X-B) by NISM. Certified Financial Planner (CFP) from FPSB is preferred. Knowledge of mutual funds, securities, and insurance industries. Experience providing quality financial advice. Possess strong knowledge of the investment business and strong understanding of financial planning concepts. Proficient in Office 365 especially Excel and PowerPoint. Experience in CRM platforms (Zoho Preferred). Responsibility Talking to clients to determine their income, expenses, insurance coverage, financial objectives, tax planning, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies...

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial services) Graduation mandatory NISM 5/8/10(V/VIII/X) certification is required Salary : 2 LPA - 5 LPA HR Arti 9522754537 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10 (XA/XB/VIII/VA/VB) Series is required

Responsibilities: * Collaborate with clients on investment strategies * Provide financial advice and planning solutions * Ensure compliance with regulatory standards * Monitor market trends and risks * Manage client portfolios

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Ensure all operations day to day integration along with seamless Liasoning with Research Team Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth ma...

Finance Graduates only (Freshers can apply - Excellent Comms) Must have exposure to Financial Products Salary: Up to 6.5 LPA F2F Interview | Hybrid | 8:30 PM–4:30 AM Pick & Drop Cabs provided Immediate joiners or 30-day notice callnwhstaap:8448760516 Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)

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...

Conducting comprehensive asset performance analysis to inform strategic decisions. Regularly liaising with finance departments to forecast and plan for future investments and dispositions. Ensuring compliance with all relevant laws, regulations, and industry standards. Managing relationships with vendors, service providers, and other stakeholders to ensure assets are managed efficiently and effectively. Providing leadership and direction to the asset management team, fostering an environment of continuous improvement and professional development. Must have Skill set Transformation Leader with good experience coming from an Asset Management or Capital Market or Fund Accounting Space. Reviewin...