151 Investment Planning Jobs - Page 5

1. Investment Advisors Relationship Management : Understanding Family Office Needs: Conducting thorough assessments of family office financial situations, goals, risk tolerance and investment preferences. Providing Personalized Advice: Developing and presenting customized financial plans and investment strategies tailored to each client's specific needs. Regular Communication: Keeping clients informed about their portfolio performance, market trends, and any relevant changes in financial regulations. 2. Financial Planning and Advisory : Developing Financial Plans: Creating comprehensive financial plans that encompass various aspects like budgeting, saving, investing, retirement plans and est...

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Manages employee benefits programs, including health insurance, retirement plans, and leave policies. Ensures compliance with regulatory requirements, assists employees with benefits-related queries, and collaborates with HR teams to optimize benefits offerings. Experience with HRMS platforms and benefits administration processes is required.

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...

* Manage client relationships through acquisition, engagement & onboarding * Oversee portfolio management & insurance sales * Drive wealth growth through mutual funds & investment planning *Stay updated on market trends and industry regulations Accessible workspace Sales incentives Mobile bill reimbursements Leave encashment Women mentorship program Job/soft skill training

Wise Investments is looking for E-Financial Planner to join our dynamic team and embark on a rewarding career journey Manage and oversee financial activities and projects. Develop and implement financial strategies and plans. Monitor and report on financial performance metrics. Collaborate with cross-functional teams to achieve financial goals. Provide training and support to financial staff.

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...

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...

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...

Role & 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 clients. 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. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings a...

Job Title: Financial Planning Specialist / BDM Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions. Guide individuals in making informed financial decisions for long-term financial well-being. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. Stay ahead of market trends, regulatory changes, and industry be...

Job Description: Financial Planner ( Female Candidates Only) Position Title: Financial Planner Department : Financial Planning & Advisory Location: Navi Mumbai (Kharghar) Employment Type: Full-Time Reporting To: Head - Financial Planning / Director About Us We are a women-driven, women-owned financial planning and investment management company committed to empowering individuals, especially women, to achieve financial independence and long-term prosperity. We offer ethical, research-driven, and tailored financial solutions to HNI, individual, and corporate clients. Website: www.vfinancialservices.com Position Overview As a Financial Planner, you will be responsible for developing comprehensi...

Strong understanding of financial markets, investment products, economic principles in India &globally, Analyze financial statements &develop valuation models for different asset classes, Strong research, analytical, and quantitative analysis skills. Required Candidate profile Investment Advisor Level 1&2 - NISM Series XB and XB Certification experience 2-4 yrs as Investment Advisor/ analysis, financial modeling, financial analysis, portfolio management with a reputed Org.

We are looking for Senior Paraplanners to assist wealth advisors operating in U.S. financial markets. This role plays a vital part in delivering high-quality financial planning services by providing administrative support to help deliver exceptional service to individual clients. Role Dimensions Collaborate closely with U.S. based wealth advisors to support comprehensive financial planning needs Providing support for processing client service needs (digital paperwork, report generation, agenda preparation) Document preparation for new clients Provide comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM Handle all c...

We are seeking a qualified Chartered Accountant (CA) to lead our Finance & Accounts department, with strong expertise in financial management, compliance, budgeting, and the ability to manage functions independently and regulatory adherence.

Role & responsibilities Manage daily cash flow, forecasting, and reporting to ensure adequate liquidity across all entities. Develop and implement treasury strategies to optimize working capital and reduce financial risk Build supply chain financing solution for suppliers bringing value tooverall ecosystem Monitor and manage debt facilities, interest, and loan covenants Seamless fund management with focused deployment strategies & sharp market insight Maintain and develop strong relationships with banks and financial institutions Coordinating with internal stakeholders for business requirement Partnering with business to add value in new & innovative banking structures & modeling, negotiatio...

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...

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...

Finance Senior Manager/AGM-Finance Qualified Chartered Accountant Experince : 20 Years Male Budgeting and Cost Control, Financial Management, Audit and Compliance, Strategic Financial Planning, Reporting and Analysis, Investment Planning, Taxation - GST /I-Tax in Mining, Financial Planning and Analysis: Lead the development of financial forecasts, budgets, and strategic plans. Conduct financial analysis to support decision-making and identify areas for improvement. Financial Reporting: Oversee the preparation and presentation of financial reports, including income statements, balance sheets, and cash flow statements. Ensure accuracy and compliance with accounting standards. Team Management: ...

Greetings from Avani consulting We are hiring Role & responsibilities - Responsible for Concept Selling across the region, leveraging through existing distributor relationships. - Responsible for Product Level targets of the region for certain specified products across Equity & Debt. - To conduct Conference Calls / Meetings with Distributors for Product, Market and Knowledge updates. - To conduct Regular Trainings & Knowledge Sessions for Internal Employees across the region. - To work with the Sales team in increasing distribution spread & Product Mix. - Support to create simpler communication on Focused Products along with Product team. - Providing critical on ground Feedback for enhancing...

Role & responsibilities Dealing with Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to ...

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 in...