201 Investment Planning Jobs - Page 6

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...

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 sta...

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 lever...

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 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 i...

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...

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...

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 mor...

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, acqui...

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 i...

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 collectio...

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 ...

Develop and maintain the NDT network & Qualification matrix in AP Level Drive NDT Related improvement Projects with AP Plants Ensure the Applicable standards are rollout withing the stipuated time. Cordinate with AP B&IS Plant for the investment planning towards NDT facilities Conduct frequent NDT review for the plant and suppliers and mitigate the risks. Involve in plant level escalated complaints related to NDT and support them. Visit to AP plants and suppliers to review the status related to NDT and its related projects Timely report to HQ and upadte the NDT overview in the region Timely communicate NDT Technological information within the AP NDT network Provide training to develop Level ...

Develop and maintain the Noise, MAS and line gauge Measurement network & Qualification matrix in AP Level Drive Related improvement Projects with AP Plants Ensure the applicable standards & Procedures are rollout withing the stipuated time. Cordinate with AP B&IS Plant for the investment planning towards Respective QT facilities Conduct relavent QT reviews for the plant and suppliers and mitigate the risks. Involve in plant level escalated complaints related to relavent QT probelms and support them. Visit to AP plants and suppliers to review the status related to QT and its related projects Timely report to HQ and upadte the status for the region Timely communicate Technological information ...

Note: Only applicants who are available to start immediately and willing to work on a contractual, session-based basis will be considered. Please apply only if you meet these criteria. About Us CredMinded is a future-focused learning initiative committed to equipping young minds with one of the most essential capabilities of the 21st century: financial literacy . In an era of rapid change and rising complexity, we view financial literacy as a foundation for lifelong confidence, decision-making, and personal agency. Our Financial Literacy Workshops are designed to integrate this skill into a students formative yearsenabling them to think critically, lead responsibly, and act with purpose. Wit...