6 Investment Plans Jobs

Join us and nurture your knowledge and skill-sets by becoming a member of one of the most experienced and respected advisory teams in India. **Role Overview:** As a Para Planner, you will be taking the first step in your career as an Advisor and Financial Planner. Your main responsibility will be assisting a senior advisor in managing their clients. The nature of your work will be administrative, involving tasks such as working with investment plans, portfolios, and tracking. It is important to note that this role does not entail any client-facing responsibilities. **Key Responsibilities:** - Assist senior advisor in managing clients" investment plans and portfolios - Handle administrative t...

As an Advisor at our company, you will play a crucial role in managing investors and their portfolios. Your responsibilities will include understanding the needs of clients, profiling their risk appetite, constructing investment plans, executing them efficiently, and monitoring and reviewing portfolios and financial plans. Additionally, growing the book is a requisite part of your role, making you a Rainmaker in the organization. Key Responsibilities: - Understand the needs and risk appetite of investors - Profile clients and construct suitable investment plans - Efficiently execute investment plans - Monitor and review portfolios and financial plans - Grow the book by acquiring new clients ...

Role Overview: As a Consultant, you will be responsible for providing consulting and advisory into Green hydrogen technologies including electrolysis, value chain analysis, and market trends. You should be able to conduct feasibility and demand assessments, develop hydrogen strategies and roadmaps, evaluate policy and regulatory frameworks, support in formulating business models, investment plans, and institutional mechanisms, integration with industrial applications and others. Key Responsibilities: - Develop research frameworks, lead and execute research studies - Perform quantitative and observational data analyses - Write reports providing key messages and statistics/facts from the resea...

Career GuidanceSign in / up Careers Online Courses Assessments Events Blogs Sign in / up Career Guidance Business and Commerce Chartered Accountant Home Careers Chartered Accountant About The Career Chartered Accountancy plays a key role in formulation of financial policies & investment plans of a company, and to make business and financial plans, accounting and auditing for sustenance and growth of a company or a firm. The career of a Chartered Accountant is both challenging and rewarding. Institute of Chartered Accountants of India (ICAI) is the sole government body responsible for various conducts of the CA course. In case you are looking for a job in this career please note the process t...

Join us and nurture your knowledge and skill-sets by becoming a member of one of the most experienced and respected advisory teams in India. At our company, we value relationships, showing empathy towards our clients, and believe in transparency & disclosures by always backing our recommendations with explanations. Diligence & patience are key values for us, as we conduct thorough research and stand by our clients through all situations. As a Para Planner, you will be taking the first step in your career as an Advisor and Financial Planner. In this role, you will assist a senior advisor in managing their clients by handling administrative tasks such as working with investment plans, portfoli...

As a consultant, you will be responsible for providing consulting and advisory services in the field of Green hydrogen technologies including electrolysis, value chain analysis, and market trends. Your primary tasks will involve conducting feasibility and demand assessments, developing hydrogen strategies and roadmaps, evaluating policy and regulatory frameworks, supporting in formulating business models, investment plans, and institutional mechanisms, as well as integration with industrial applications among others. Your responsibilities will include developing research frameworks, leading and executing research studies, performing quantitative and observational data analyses, and writing r...