151 Investment Planning Jobs - Page 6

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 ...

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 ne...

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 & Develo...

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...

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 cli...

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. Coll...

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 b...

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 uniqu...

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 cus...

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. 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...

Responsibilities: * Provide financial advice on investments * Analyze equities & manage portfolios * Develop investment plans & strategies * Collaborate with clients' goals & risk tolerance *strong knowledge of mutual funds is mandatory Annual bonus Health insurance

Hiring SEBI-approved Mentor/Trainer in Thrissur with knowledge in Stock, Forex & Crypto markets. Conduct training, share strategies, and guide learners. Knowledge of SEBI rules & all stock market types required. Required Candidate profile Any Graduate, SEBI registered, with min. 1 yr in trading/training. Strong in Indian, Forex & Crypto markets. Good communication, analytical mindset, and passion for teaching market trends. Perks and benefits Flexible hours, learning resources

To up sell companys 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 ICICI Prudential 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 advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in ...

To up sell Companies 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 ICICI Prudential 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 advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile ; ( Local candidates from Mumbai & Pune Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspe...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

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...

Assist clients with property sales, purchases, rentals, and investments. Provide full consultation, market research, lead generation, site visits, negotiations, and maintain property listings with CRM updates for smooth operations.

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...

* Graduation * NISM XA/ NISM XB / NISM VA / NISM VB Certification * Preferred background in BFSI Sales * Experience in BPO or financial services. candidates with NISM VA/VB certification: • Salary-- 20,714 to 32714k in hand HR Arti 9522754537 Required Candidate profile Graduate is required excellent communication NISM OR BFSI experienced is mandatory

Role & responsibilities Finalization of accounts & preparation of balance sheets, income statements, and cash flow statements. Prepare and analyze financial statements, ensuring accuracy and compliance with accounting standards. Preparation of monthly financial MIS/ Financials Provide insights through financial analysis to support decision-making by management. Manage the accounting team, providing guidance, training, and performance evaluations Coordinate and liaise with external auditors during financial audits and ensure timely completion of audit processes. Strictly follow and maintain internal control systems to safeguard assets and ensure accuracy in financial transactions. Ensure comp...