92 Investment Planning Jobs - Page 4

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. Risk profiling of clients 6. develop financial plans 7. assess the needs, wants, aspirations and goals of clients 8. advise clients on suitable strategy 9. devise investment planning for acheiving client goals Preferred candidate profile NISM are preferred

Responsibilities: * Attend client calls and explain the importance of financial planning. * Creating Financial Planning to onboarded cleints * Manage client portfolios. * Collaborate with clients on investment planning strategies Performance bonus

Job Location: Baramati Company description Ferrero is a family-owned company with a truly progressive and global outlook and iconic brands such as Nutella , Tic Tac , Ferrero Rocher , Raffaello , Kinder Bueno and Kinder Surprise . As the love for our brands continues to grow, so too does our global reach. Represented in more than 50 countries, with products sold in more than 170, the Ferrero Group is loved by generations around the world. The secret to our global success40,000 dedicated employees who celebrate care and quality to craft a business, careers and brands we are proud of. Join us, and you could be one of them. Diversity Statement About the Role: In this position you will manage investment budget and planning for the plant, with specific regards to renewal, adequacy, and substitution investments for production and supporting plants. Provide support to given structures (Ferrero Engineering and third parties), for the investment execution. Monitoring project execution, managing resources, on time work completion with work quality Plaining Communication with Vendor for new tasks Invoice Booking PR Creation in SAP Main Responsibilities: Identify, measure and monitor progress of the relevant KPIs in line with SQCDME principle for Production Implement, maintain and improve Projects Master Plan for factory along with LM Actively contribute and lead HS in respective department Investment Budget Costs set up: calculates related final costs, in accordance to the state of works provided by the project manager Management of investment budget manages the investment budget along the whole period interested by the investments and looks for possible synergies and efficiencies Investment Planning Investment execution plan s consolidation collects investment plans for single Production Managers and other functions and consolidates them in a single comprehensive plan for the specific plan Master plan: participates in the investment planning activities together with suppliers (Ferrero Engineering, third parties), providing plant s specific information in order to define a better and more reliable investment planning Investment Execution Activity coordination: controls the activities state of works contributing to the respect of the timeline Investment technical management guarantees the return of new investments technical information to Ferrero Engineering / Industrial Sustainability, Environment Energy Monitoring and Accounting KPIs definition and monitoring defines KPIs to monitor investment projects both under the execution perspective and investment management perspective KPIs analysis elaborates and analyzes indicators by within given timelines and respecting defined service level Training Training execution: ensures his contribution to define a specific professional training program on relevant matters Who we are looking for: EDUCATIONAL BACKGROUND : Bachelors or Masters in Mechanical Engineering OR Post Graduate Diploma In Piping Design Engineering EXEPRIENCE : 5-7 years SPECIFIC KNOWLEDGE/REQUIRED SKILLS : Multi-Tasking Good Communication skill Knowledge PR service Entry in SAP Knowledge about food safety, Quality, Industrial Safety Environment Job Referral Code : C How to be successful in the role and at Ferrero: Consumers, quality and care are at the heart of everything we do. So, to be successful at Ferrero, you ll need to be just as consumer and product centric as we are - dedicated to crafting brilliant results for consumers around the world.

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 update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Experienced Finance Head with proven expertise in budgeting, financial planning, risk management, and strategic decision-making. Skilled in leading finance teams, ensuring compliance, and driving business growth through data-driven insights.

Role & responsibilities This is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor (CFP) at Growmore Financial Services in Mumbai. The Certified Financial Planner will be responsible for providing financial advice, creating financial plans, & helping clients with investments, taxes, & insurance. The ideal candidate will focus on client acquisition and play a key role in building and growing the companys Assets Under Management (AUM) . Preferred candidate profile Develop and implement personalized financial plans for clients. Offer expert advice on investments, tax planning, retirement, and insurance. Conduct in-depth financial assessments to understand client goals and needs. Monitor client portfolios and make adjustments as needed to align with changing financial situations or market conditions. Maintain up-to-date knowledge of financial regulations and product offerings. Build trust with clients through consistent communication and ethical advisory practices. Acquire new clients for mutual fund investments through referrals and networking. Understand client needs and suggest appropriate mutual fund schemes. Regularly follow up with clients to ensure consistent investment and portfolio growth. Build long-term relationships to retain clients and increase AUM. Stay updated on mutual fund market trends, regulatory changes, and product offerings. Meet monthly and quarterly sales targets set by the organization.

Role & responsibilities Ownership of the Investments 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 / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (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 reviews are done periodically by self and team Training & Development for new joiners for better performance Process adherence Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention.

Seeking a dynamic Sales Executive to drive real estate sales, build client relationships, and expand our customer base. Must be a graduate with strong communication skills and a passion for achieving targets in a fast-paced environment. Accessible workspace Annual bonus Provident fund

Job Title: Paraplanner US Shift Timing: 1:00 PM to 10:00 PM Location: Bangalore / Vizag / Nashik Compensation: 3,00,000 3,50,000 per annum Overview of the Role As a Paraplanner, you will assist US-based financial advisors in creating comprehensive financial plans and strategies tailored to client needs. This role requires strong analytical skills, financial acumen, and excellent communication to support high-net-worth clients (HNI/UHNI). Key Responsibilities Prepare financial analyses and detailed financial plans for HNI/UHNI clients. Assist in portfolio analysis, rebalancing, and investment reviews. Conduct investment research across Stocks, Mutual Funds, ETFs, and Bonds. Perform need-based analysis related to insurance, mortgages, taxes, and investments. Support client servicing activities such as digital paperwork, report generation, and agenda creation. Assist in creating and optimizing workflows to improve operational efficiency and client experience. Mentor and guide team members to ensure process quality and compliance with standards. Required Qualifications and Skills MBA (Finance), CFP (Pursuing/Completed), CFA (Pursuing), or NSE Certifications. Sound knowledge of investment, financial planning, and insurance concepts. Strong proficiency in MS Office (Excel, Word, PowerPoint). Excellent oral and written communication skills. 6 months to 2 years of experience in the financial sector (Insurance, BFSI, Mutual Funds, etc.). Perks and Benefits In addition to statutory benefits (PF, Gratuity, Group Medical Insurance), the following are provided: Sponsored Professional Certifications based on role and interest. Regular Team Building Activities. 6 Months Paid Maternity Leave. Ongoing Professional Development and Career Growth Programs. Rewards and Recognition for top performers. Opportunities for International Travel for client training and industry events. Participation in various Employee Committees (ISO, CSR, Wellness, Training, R&R, Entertainment, etc.). Employee-first culture and a dynamic Centre of Excellence environment. Note: This job description outlines the core duties and responsibilities. Tasks may be subject to change based on business needs or management directives. Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.

Role & responsibilities Identify and connect with potential clients (startups & SMEs) Pitch services like startup mentorship programs and services Conduct meetings, demos, and follow-ups to convert leads Prepare financial reports, Pitches and coordinate with Investors Maintain CRM, generate reports, and track performance Preferred candidate profile Excellent communication (English & Hindi) Confidence in sales calls, Zoom meetings, and presentations Understanding of finance and accounting ,startup funding Self-driven with a target-oriented mindset

We are seeking experienced paraplanners to support our financial planning consultants in Ireland. The role involves producing high-quality recommendation reports and providing administrative and research support to ensure excellent service for our individual clients. Key Responsibilities: Prepare and review financial recommendation reports based on fact finds provided by the advisors. Support the ongoing review and servicing needs of individual clients. Conduct research on investment, pension, ARF, and protection products aligned with Irish market standards. Keep insurance provider terms and fund data up to date. Maintain and manage report templates for client recommendations. Respond to client-related queries efficiently and professionally (through consultants). Work closely with the advisors, maintaining strong communication and collaboration. Assist in preparing and delivering member advice projects as needed. Develop resources on current financial planning topics for use by advisors. Requirements: Prior experience in paraplanning or financial services. Strong knowledge of financial products (life insurance, pensions, investments). Excellent written and verbal English communication skills with strong attention to detail. Proficiency with financial planning tools, report writing, and MS Office. Ability to manage tasks independently and meet deadlines. Willingness to work during UK/Irish business hours (1:30 pm to 9:30 pm IST) Role & responsibilities

We are looking for seasoned finance leaders to take on the role of Virtual CFO / Director Business Advisory. This role focuses on delivering comprehensive CFO services including financial planning, reporting, risk management, compliance, and strategic advisory for growing businesses across sectors. Responsibilities: Develop and implement financial strategies aligned with client business goals. Oversee budgeting, forecasting, and financial reporting functions. Advise on financial restructuring, regulatory compliance, and process optimization. Manage financial risks, investment planning, and capital structuring. Supervise and mentor finance teams to improve processes and financial health. Collaborate with internal/external auditors and tax consultants. Prepare and review MIS reports, CARO, cash flow statements, and budget projections. Provide strategic insights on corporate governance, ROC compliance, and due diligence. Ensure compliance with tax laws (IT, GST, TDS, Transfer Pricing, etc.). Eligibility: Chartered Accountant with 10+ years of core finance and leadership experience. Prior experience working with or as a CFO preferred. Experience in business advisory, restructuring, and compliance. Strong analytical mindset with excellent interpersonal skills. Location - PAN India, Mumbai, Delhi / NCR, Bengaluru , Kolkata, Chennai, Hyderabad, Ahmedabad, Pune.

To up sell 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, 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 One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF Skills: investment,financial planning,sales strategy,lead generation,mutual funds,hni,b2c,customer relationship management

Skill required: Network Operations - Retirement Planning Services Designation: Quality Engineering Associate Qualifications: Any Graduation Years of Experience: 1 - 3 Years What would you do? We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds What are we looking for? Retirement ServicesAbility to manager various stakeholdersAbility to work on stringent timelines Roles and Responsibilities: "Analyst, Client ServicesThe Client Services Analyst provides day-to-day support for retirement plan clients. Working under close supervision, this job supports clients during the onboarding process, maintains day-to-day contact with clients, and writes and issues client communications.Key Responsibilities and DutiesSupports existing client relationships by responding to client queries and requests promptly and effectively working with clients on inquiries and ensuring client expectations are met.Identifies and resolves problems and transactions for issues involving client experience.Performs research, analyzes data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics.Ensures that all individual trades and accounts have been reviewed and verified.Prepares and delivers weekly, monthly and quarterly valuation reports to clients.Supports the onboarding of new clients including interfacing with Legal, Sales and Relationship Management.Liaises with Fund Managers in developing and overseeing the implementation of support strategies to service existing clients. Qualifications Any Graduation

Interested Candidates may connect with their Interest Level to Ms.Zoya Shamsi +91-7965081728 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counselor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a counselor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business. JOB TITLE: Sales Wealth Counselor EXPERIENCE: Min. 06 Months of experience in Sales TOTAL CTC: INR 3.50 LPA (In Hand) Plus VARIABLE KEY ROLES AND RESPONSIBILITIES Prospect and qualify new sales leads Sell the company's products by identifying and educating leads through calls with counseling with the right products and services. Provide potential and existing customers with exceptional support Track all sales activities in company CRM system and keep updating account information regularly Contribute to team effort by accomplishing related results as needed Achieve agreed upon individual and team sales targets and outcomes within schedule PERSON SPECIFICATION KNOWLEDGE & SKILLS Excellent English-speaking skills Comfortable in online sales Creative thinking skills Patience and ability to engage customers Good persuasive ability Ability to handle rejection and stress in soliciting customers Working knowledge of relevant computer software Excellent interpersonal and problem-solving skills Best of Luck!

This position will be responsible for overseeing the entire finance and accounts function of the organization. This includes financial planning, reporting, compliance, and internal controls to ensure the company's financial health and sustainability. Key Responsibilities Manage and oversee all aspects of financial management, accounting, and reporting. Prepare accurate financial statements, forecasts, and budgets. Ensure compliance with statutory regulations, tax laws, and financial reporting standards. Develop and implement internal controls to safeguard company assets. Monitor cash flow, fund management, and working capital requirements. Supervise and guide the finance and accounts team. Coordinate with external auditors, banks, and financial institutions. Support strategic decision-making through financial analysis and insights. Drive cost management initiatives and efficiency improvements. Preferred candidate profile Qualified Chartered Accountant Perks and benefits Salary Bonus Mediclaim Gratuity

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.