92 Investment Planning Jobs - Page 2

As a Co-founder with Investment and CTO at GoDecor, a design-forward company dedicated to transforming spaces and elevating lifestyles through innovative interior and exterior design solutions, you will play a crucial role in overseeing all technology-related aspects of the company. Located in Mumbai with some work-from-home flexibility, you will be responsible for developing and implementing technology strategies to ensure the scalability of our digital platforms. Your role will involve collaborative decision-making, investment planning, and continuous innovation to enhance our design solutions. We are looking for someone with a strong background in technology strategy, software development, and IT project management. Experience with digital transformation, system architecture, and integration of technology solutions is essential. Additionally, investment planning and financial acumen are key requirements for this role. Excellent leadership, team management, and interpersonal skills are crucial for successful collaboration within our team. Strong problem-solving and decision-making abilities are necessary to thrive in our dynamic, fast-paced environment. While experience in the design or construction industry is a plus, it is not mandatory. A Bachelor's or Master's degree in Computer Science, Engineering, or a related field is required to qualify for this position. In return, we offer equity partnership in a rapidly growing startup, providing you with the opportunity to shape the future of Interior tech in India. You will be part of a collaborative and dynamic work environment that encourages innovation and creativity. If you are ready to revolutionize the Interior tech landscape and embark on this transformative journey with us, apply now or connect with us to learn more about this exciting opportunity at GoDecor.,

The Finance Head position at Alishan Green Energy Pvt Ltd in Kamal Vihar, Raipur, requires a strategic and detail-oriented individual to oversee financial planning, analysis, and strategy. This leadership role focuses on financial strategy, fund management, budgeting, forecasting, investment planning, and risk management, distinct from the Accounts Head responsibility of accounting and bookkeeping. Key Responsibilities: - Develop the company's financial strategy in alignment with long-term business goals - Manage fundraising, investor relations, and capital structuring - Create detailed financial models and projections for strategic decision-making - Analyze financial risks and devise mitigation strategies - Lead budgeting and forecasting across departments - Monitor cash flow, working capital, and cost controls - Evaluate investment opportunities and project financial viability - Collaborate with external stakeholders such as banks, financial institutions, and auditors - Ensure statutory compliance with financial regulations and corporate laws - Coordinate with the Accounts Head for consolidated financial reporting and audits - Present monthly and quarterly financial performance to the leadership team Requirements: - MBA in Finance or Chartered Accountant (CA) qualification - Minimum 8 years of proven experience in finance leadership, preferably in manufacturing or related sectors - Strong expertise in financial planning, budgeting, capital raising, and investment evaluation - Excellent analytical skills and problem-solving abilities - Proficiency in financial software and reporting tools - Strong communication and stakeholder management skills Interested candidates can contact 9171200097 for further details. This is a full-time role with a day shift schedule and requires in-person work at the specified location.,

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.

Job Title: Group Chief Financial Officer (CFO) Location: Kolkata / West Bengal Reports to: Group CEO / Chairman / Board of Directors Industry: [Exposure in multiple verticals like Manufacturing, Infrastructure, FMCG, IT Services, etc. preferred] Experience Required: 20+ years of progressive experience in financial leadership roles Qualification: Chartered Accountant (CA) / CPA / CFA preferred. Position Summary: The Group CFO will be a strategic partner to the Board and Group CEO, providing overall leadership in financial planning, treasury, investor relations, audit, taxation, and risk management. The CFO will be responsible for driving financial performance, capital strategy, and compliance across all business verticals within the group, ensuring alignment with long-term business goals. Key Responsibilities: 1. Strategic Financial Leadership Formulate and implement financial strategies aligned with the group's business goals. Support Merger & Acquisition activities, due diligence, Joint Venture / Special Purpose Vehicle partnerships, and corporate restructuring process/initiatives. Provide insights and recommendations to improve business performance and ROI. 2. Financial Planning & Analysis (FP&A) Oversee group-wide budgeting, forecasting, and variance analysis. Monitor key performance indicators (KPIs) and drive financial efficiency. Lead financial modelling for business cases and new projects. 3. Compliance & Corporate Governance Ensure compliance with the Companies Act, Income Tax, GST, SEBI regulations, and other applicable Indian laws. Liaise with auditors, regulators, and statutory bodies. Maintain strong corporate governance practices and internal control systems. 4. Accounting, Taxation, and Reporting Supervise the timely and accurate preparation of financial statements (as per Indian GAAP / Ind AS / IFRS). Optimize tax planning and ensure compliance with all direct and indirect tax regulations. Coordinate with external auditors and oversee group audits. 5. Treasury & Fund Management Manage group-level cash flows, working capital, and funding requirements. Maintain relationships with banks, financial institutions, and investors. Lead capital raising initiatives/equity instruments as needed. 6. Leadership & Team Development Lead and develop a high-performing finance team across the group companies. Drive adoption of best practices, ERP systems, and digital tools in finance. Key Skills & Competencies: Strong leadership, decision-making, and strategic thinking skills. Deep understanding of Indian financial regulations and taxation. Proven ability in financial modelling, forecasting, and scenario planning. Excellent stakeholder management and communication abilities. Hands-on experience with ERP (e.g., SAP, Oracle, Tally Prime) and financial software. Preferred Background: Experience in managing multi-company, multi-location operations. Exposure to global finance practices and international business is a plus. Industry-specific experience (mention as relevant, e.g., Infrastructure, Manufacturing, Tech, etc.)

As a financial operations manager at our client, a leading contemporary jewellery brand, your role will be crucial in overseeing all financial aspects of the business to support growth and ensure compliance. You will be responsible for managing accounting, reporting, and compliance processes to guarantee accurate and timely financial information. Key Responsibilities: - Oversee all financial operations, including accounting, reporting, and compliance, to ensure the smooth functioning of financial processes. - Develop and implement financial strategies that align with the business goals and support its growth trajectory. - Prepare precise and timely financial reports such as profit & loss statements, balance sheets, and cash flow statements to provide a comprehensive overview of the company's financial health. - Monitor and control company budgets, expenses, and financial risks to optimize financial resources effectively. - Implement budgeting processes and automation solutions to improve efficiency and accuracy in financial operations. - Ensure full compliance with tax regulations, audits, and other statutory requirements to mitigate financial risks and maintain legal adherence. - Manage cash flow, banking relationships, and investment planning to optimize financial resources and ensure liquidity. - Analyze financial performance and provide actionable insights to the management team for informed decision-making. - Enhance financial processes and internal controls to improve efficiency and accuracy in financial reporting. - Collaborate with various departments to align financial planning with business objectives and foster cross-functional teamwork. - Lead and mentor the finance team to enhance overall performance, accountability, and professional development. - Maintain strong investor relations and communication to ensure transparency and trust within the financial community. - Support and lead fundraising activities, including the preparation of financial data and due diligence processes to secure necessary capital for business operations. Requirements: - Prior experience in overseeing financial operations, accounting, reporting, and compliance functions. - Proven track record in developing and implementing financial strategies to support business growth. - Strong proficiency in preparing financial reports, managing budgets, and analyzing financial performance. - Knowledge of tax regulations, audits, and statutory requirements to ensure full compliance. - Ability to lead and mentor a finance team, collaborate with different departments, and maintain investor relations effectively. - Excellent communication skills and attention to detail to provide accurate financial insights and reports. Join our client's dynamic team and play a key role in shaping the financial future of a contemporary jewellery brand rooted in Indian heritage and craftsmanship.,

A. Preparing and maintaining the client files – software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. Required Candidate profile Excellent Verbal & Written Communication Skills Strong Financial and Analytical skills MBA Finance/US-CMA /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

Role Overview: We are looking for a strategic and hands-on Business Architect to bridge the gap between business strategy and technology execution. The ideal candidate should have deep experience in insurance domain operations , a strong understanding of AI and digital transformation , and the ability to design scalable business capabilities aligned with enterprise goals. Key Responsibilities: Define and maintain business capability maps , value streams, and process models Align business architecture with strategic goals and digital transformation roadmaps Collaborate with product, data, and engineering teams to translate business needs into scalable solutions Identify opportunities to leverage AI/GenAI for business process optimization Work with business stakeholders to assess current-state processes and define target-state architectures Support solution architects and product managers by providing business context and models Ensure alignment between business processes, data flows, and technology enablement Contribute to business case development, investment planning, and value realization tracking Required Skills & Experience: 10+ years of experience in business analysis, enterprise/business architecture, or solution design Strong knowledge of insurance operations , such as underwriting, claims, policy admin, etc. Exposure to AI/GenAI use cases in insurance or BFSI sectors Experience with business modeling techniques (e.g., BPMN, capability mapping, value streams) Ability to drive cross-functional workshops and lead structured discovery sessions Understanding of enterprise architecture frameworks (TOGAF, BIZBOK, etc.) is a plus Strong communication and documentation skills with C-level exposure Nice to Have: Certification in Business Architecture (e.g., BIZBOK, TOGAF, SAFe) Hands-on experience working with AI delivery teams or product squads Familiarity with agile delivery and digital platforms (low-code/no-code tools) Interested/Suitable candidates can share their resume at radhika@beanhr.com

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 collection. • Ensure 2-3 client meetings are done per day within your territory.

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 collection. • Ensure 2-3 client meetings are done per day within your territory.

Role & responsibilities To understand the financial need of the clients and to provide them financial products to meet their financial needs. To handle wealth advisory by evaluating the risk appetitive of the client. Responsible for client management and new client onboarding. To manage the client retention through catering to client satisfaction. Preferred candidate profile CA Inter or CMA Inter Must be Graduate (B.Com/BBA) Perks and benefits

Role & responsibilities To understand the financial need of the clients and to provide them financial products to meet their financial needs. To handle wealth advisory by evaluating the risk appetitive of the client. Responsible for client management and new client onboarding. To manage the client retention through catering to client satisfaction. Preferred candidate profile CA Inter or CMA Inter Must be Graduate (B.Com/BBA) Perks and benefits

Role- Retainer - Urban Employment type - Contractual (extendable) Vertical - CRISIL Intelligence Division - Urban Infra Consulting Domain: Urban sectors include local economic development, land-use planning & regulation, mobility, water supply and sanitation, municipal finance, PPP, climate and disaster risk management. Nature of work: Framing policies and regulations. institutional reform. Service level benchmarking. Socio-economic studies Market research Investment planning. Feasibility studies. Tariff setting. Transaction advisory. Program management. Geographic coverage: Consulting assignments in India and other countries in Asian and Africa. Typical client profile: Development finance institutions (World Bank, ADB, GIZ, KfW, etc.), national & state government agencies, utilities as well as municipalities. Responsibilities: Deliver complete life cycle of consulting engagements with minimum supervision. identifying opportunities and submission of EOIs and RFPs to successful execution and closure of assignments. Work on research and analysis, understand client requirements, develop solutions and prepare high quality presentations and reports. Engaging with client, key stakeholders as well as associates for successful assignment delivery. Travel requirements: Intermittent domestic as well as international travel.

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 collection. • Ensure 2-3 client meetings are done per day within your territory. Lower Parel : Ashish Bhosale - 8657990136 Mirae Asset Sharekhan, 433, 4th Floor , C Block, Phoenix House, Phoenix Mills Compound, Senapati Bapat Marg, Lower Parel (W) Mumbai - 400013 Vile Parle : Poonam Gupta - 8291105441 Mirae Asset Sharekhan, 2, New Sarvodaya Chs, Gr. Floor, Sarojini Road, Near Mcdonalds, Vile Parle West, Mumbai - 400056

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 capacity and investment planning. Create and maintain P-FMEA. Your Qualifications Graduate Degree in Industrial Engineering, Engineering 5 to 10 years

LearnLux is looking for a Certified Financial Planner or equivilent located in India to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in India to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within India and reports to our Global Director of Financial Planning. Key Responsibilities Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more Advise on and adapt the LearnLux methodology to financial planning topics relevant in India Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience Become an expert on our clients benefit plans so you can act as an extension of their team during open enrollment Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events You Should Have CFP (via FPSB India), CFA, NISM certifications for advisors, IRDA for insurance Fluent English - written and spoken Passion for educating individuals to take control and invest in their financial future Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more Nice to haves Startup and/or Fintech experience Experience creating presentations and presenting to large audiences

URGENT HIRING !!! location's : Canada , Australia , New Zealand , UK, Germany , Singapore ( Not In India ) Benefits : Medical Insurances , Travel allowances , Flight Tickets , Meals , etc For more information call or whatsapp +91 9220850077 Key Responsibilities: Conduct research and review financial information and market trends. Issue debt and trade equity to increase capital. Create and implement financial models to review deals and determine profitability. Oversee mergers and acquisitions. Supervise IPOs and private equity settlements. Lead and support clients through the expansion of the corporate and personal enterprise. Prepare legal and financial records to complete investments, acquisitions, and purchases. Examine all risks and give financial advice. Identify and close potential investors. Maintain comprehensive knowledge of regulatory and legal issues in the financial industry.

Role- Retainer – Urban Employment type – Contractual (extendable) Vertical – CRISIL Intelligence Division – Urban Infra Consulting Domain: Urban sectors include local economic development, land-use planning & regulation, mobility, water supply and sanitation, municipal finance, PPP, climate and disaster risk management. Nature of work: Framing policies and regulations. institutional reform. Service level benchmarking. Socio-economic studies Market research Investment planning. Feasibility studies. Tariff setting. Transaction advisory. Program management. Geographic coverage: Consulting assignments in India and other countries in Asian and Africa. Typical client profile: Development finance institutions (World Bank, ADB, GIZ, KfW, etc.), national & state government agencies, utilities as well as municipalities. Responsibilities: Deliver complete life cycle of consulting engagements with minimum supervision. identifying opportunities and submission of EOIs and RFPs to successful execution and closure of assignments. Work on research and analysis, understand client requirements, develop solutions and prepare high quality presentations and reports. Engaging with client, key stakeholders as well as associates for successful assignment delivery. Travel requirements: Intermittent domestic as well as international travel.

part-time work from home freshers allowed Collaborate with clients on financial goals. Provide expert advice on investments and planning Only 30 age + Work from home Annual bonus

Business Finance Head to provide support to Business Head of Region in all matters pertaining to Finance & Accounting. Drive performance and growth and manage risk. Must be from real estate industry who is in leadership role for atleast 8 years,

Responsibilities: * Monitor market trends & risks * Collaborate with wealth managers on client portfolios * Analyze investments, create plans & recommendations * Manage AIFs, oversee portfolio performance

Conduct comprehensive financial assessments,Develop & present customized financial plans including investment strategy, tax & retirement planning, Regularly review client portfolios CFP Certification is mandatory. hr@finoexecutivesearch.com

Direct Responsibilities: 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 clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or watsapp-7338112258

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

1. Candidate should have depth knowledge of Equity Market 2. Knowledge of Equity Research and Balance Sheet Analysis 3. Have managed the Investment portfolio, specifically Equity 4. Should have good communication skill Job Location: BKC

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities . Role & responsibilities Assist financial 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, create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers. Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts. Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely. Preferred candidate profile Graduate in finance discipline (0- 1year experience or 1year diploma is preferred. Good communication skills. Basic understanding of MS power point, MS Excel and MS Word. Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage Perks and benefits Fixed Shifts Sat - Sun fixed off Annual Bonus, Joining Bonus Lucrative Incentives Both Side Cabs Interested Candidates Can connect to (Sadhika - 9811174195)