201 Investment Planning Jobs - Page 5

As a member of Capgemini, you will have the opportunity to shape your career path and be part of a collaborative global community that inspires and supports you. Capgemini is dedicated to reimagining what is possible and assisting leading organizations worldwide in unlocking the potential of technology to create a more sustainable and inclusive world. Your role at Capgemini will involve leading financial planning, budgeting, and forecasting processes to facilitate strategic decision-making. You will be responsible for ensuring accurate and timely financial reporting in accordance with accounting standards and regulatory requirements. Additionally, you will oversee internal controls, audits, ...

Post- Relationship Manager Job Location - Mumbai -Thane - Navi Mumbai Salary range - 15LPA to 18LPA Criteria - UPTO 35 Products -Mutual fund, PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) Business Module - B2C Job Role - ? To up sell company MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. ? Achieving the business targets assigned in terms of up selling company 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 ...

As a Senior Manager/AGM-Finance at Sigma Minerals in Jodhpur, you will be responsible for overseeing various finance functions. We are looking for a Qualified Chartered Accountant with at least 20 years of experience in Budgeting and Cost Control, Financial Management, Audit and Compliance, Strategic Financial Planning, Reporting and Analysis, Investment Planning, and Taxation (GST /I-Tax) in the Mining industry. To excel in this role, you must possess strong leadership skills and the ability to drive financial performance. Your primary responsibilities will include managing budgets, ensuring cost control measures, maintaining compliance with audit standards, developing strategic financial p...

As a dynamic global technology company, Schaeffler has achieved success through its entrepreneurial spirit and extensive history of private ownership. Partnering with major automobile manufacturers, as well as key players in the aerospace and industrial sectors, we offer numerous development opportunities for individuals seeking to make a significant impact. Your responsibilities will involve planning and optimizing production systems using systematic approaches to enhance productivity and profitability. You will be tasked with ensuring continuous improvement across the value stream, analyzing and optimizing the production system, and creating/maintaining IE master data. Additionally, you wi...

As a Financial Planner at Intraday Match, your primary responsibility will be to develop personalized financial plans for clients based on their financial goals and risk tolerance. You will provide guidance on retirement planning, including investment strategies and income projections. Additionally, you will evaluate and recommend insurance products to protect clients" assets and mitigate risks. Your role will also involve assisting clients in estate planning to ensure their assets are distributed according to their wishes. You will be responsible for recommending and managing mutual fund investments based on clients" objectives. Furthermore, you will create education savings plans to help c...

You have an excellent job opportunity as an Investment Advisory Sales & Business Development professional at a fintech advisory firm based in New Delhi. The firm focuses on Mutual Funds and overseeing Assets Under Management (AUM). As a part of the core team, you will work closely with the founders in a fast-growing personal finance advisory platform. Your responsibilities will include acquiring clients for investment planning, goal-based financial planning, and asset allocation strategies. You will also be involved in preparing reports and presentations for investor awareness and client engagement. Educating potential clients about the firm's services through offline or online meetings and ...

Role & Responsibilities Team Lead (Liabilities & Wealth Management) Team & Business Management Effectively manage a team of Relationship Managers (RMs) to meet organizational goals related to liability book growth, fee income, and portfolio quality . Provide ongoing guidance, mentoring, and coaching to RMs to ensure delivery of a superior customer experience . Monitor and drive adherence to the operating rhythm cadence , ensuring regular customer interactions and relationship deepening. Customer Engagement & Service Conduct joint client meetings with RMs to support business conversions and strengthen client relationships. Manage customer complaints and service issues to ensure satisfactory c...

As a Branch Relationship Manager (BRM) at SBI Card, your primary responsibility will be to manage relationships with branch staff and heads while leveraging branch customers to achieve sales targets. You will play a crucial role in assisting customers with their financial and investment planning needs, providing them with financial advice, facilitating transactions, managing risks, ensuring compliance, and assisting with account openings. To excel in this role, you must have 2 to 5 years of experience in sales team handling within the banking sector, particularly as a Branch Relationship Manager (RM). Your key tasks will include driving productivity, managing acquisition costs, and ensuring ...

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 nee...

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...

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia & UK. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that wont break your budget. For more details visit : www.befree.com.au The Role of the Paraplanner The Paraplanner role may be broken down into four key parts: A. Preparing andmaintaining the client file B. Preparing recommendations C.Implementing recommendations D. Review A. Preparing and maintaining the ...

As a Branch Relationship Manager (BRM) at SBI Card, your primary responsibility will be to manage relationships with branch staff and heads to leverage branch customers in achieving sales targets. You will play a crucial role in assisting customers with their financial and investment planning needs by providing financial advice, facilitating transactions, managing risks, ensuring compliance, and assisting with account openings. To excel in this role, you must have a minimum of 2 to 5 years of experience as a Branch Relationship Manager (RM) with a proven track record in sales team handling within the banking sales sector. You will be tasked with driving productivity, managing acquisition cos...

Assist in preparing monthly, quarterly, and annual financial reports Support the budgeting and forecasting process across departments Analyze financial performance and identify trends, variances, and opportunities Collaborate with operations and cybersecurity teams to track KPIs and cost drivers Build and maintain financial models in Excel or financial planning tools Prepare dashboards and visualizations using Power BI or Tableau Participate in ad-hoc analysis to support business decisions and investment planning .

* Qualified CA with 15 plus years of Experience * 5 Plus years as a CF0 Preferred from Metal industry such as iron ore, coal, or silica. Expertise in compliance, legal, strategic finance, company valuation, investor relations, and equity management. Required Candidate profile Experience in managing investor relationships and equity dilution strategies Capability to work closely with promoters and external stakeholders for funding and valuation enhancement

As a Finance Manager at our client, a leading contemporary jewellery brand, you will play a crucial role in overseeing all financial operations to ensure the company's financial health and compliance with regulations. Your responsibilities will include developing and implementing financial strategies, preparing accurate financial reports, monitoring budgets and expenses, managing cash flow and investments, and providing actionable insights to the management team. You will also be responsible for improving financial processes, ensuring compliance with tax regulations and audits, and leading fundraising activities. Key Responsibilities: - Oversee all financial operations, including accounting,...

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

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...

You will be responsible for overseeing real-time liquidity and cash flow management, optimizing fund allocation and capital utilization. Your role will involve ensuring compliance with SEC, FINRA, and global BPO financial regulations to mitigate financial and operational risks. Additionally, you will supervise treasury operations related to outsourced financial services, ensuring SLA-driven financial workflows. In this role, you will support investment planning, risk assessment, and financial decision-making in a fast-paced Fintech-BPO environment. You will collaborate with finance, compliance, and operations teams to align treasury strategies with business goals, contributing to the overall...

A career at HARMAN Automotive offers you the opportunity to be part of a global, multi-disciplinary team dedicated to harnessing the power of technology to shape the future. As a member of our team, you will engineer audio systems and integrated technology platforms that enhance the driving experience. You will collaborate with a diverse group of professionals to advance in-vehicle infotainment, safety, efficiency, and enjoyment, while also fostering innovation through in-depth research and design excellence. In the role of New Product Launch/Industrial Engineer, you will play a key role in developing, implementing, and maintaining systems in alignment with industry standards to drive busine...

A Career at HARMAN Automotive Join a global, multi-disciplinary team at HARMAN Automotive where the innovative power of technology is harnessed to transform the future. Fast-track your career with us as we engineer audio systems and integrated technology platforms that enhance the driving experience. Through a combination of ingenuity, thorough research, and a collaborative spirit, we strive for design and engineering excellence to advance in-vehicle infotainment, safety, efficiency, and enjoyment. About The Role As a New Product Launch/Industrial Engineer at HARMAN Automotive, you will be responsible for developing, implementing, and maintaining systems in alignment with standards to enhanc...

You will be responsible for up selling Mutual Fund products to Retail/HNI Clients based on the assigned database and generating fresh leads through references to expand the clientele. Your main objectives will include achieving the business targets set for up selling products, improving Client Net worth relationships, and offering financial products tailored to meet customer needs. It is crucial to profile customers effectively, deliver the highest levels of service to both clients and HNI customers, and provide investment planning and advice. As the primary point of contact for the assigned customers, you will be tasked with acquiring and servicing HNI/UHNI customers. Candidates with NISM c...

Modmacon is looking for Senior Finance Manager to join our dynamic team and embark on a rewarding career journeyOversee all financial operations, including budgeting, forecasting, financial planning, and reporting to support strategic decision-making.Develop and implement financial policies, systems, and controls to ensure accuracy, transparency, and compliance with regulatory standards.Analyze financial performance, monitor KPIs, and provide actionable insights to improve profitability and cost efficiency.Manage cash flow, investment planning, and risk assessment to ensure financial stability and growth.Lead audits, coordinate with external auditors, and ensure timely preparation of financi...

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...

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 mitiga...

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 ...