The Financial Planning Associate position is an exciting opportunity for individuals looking to start their career in the financial industry. As a Financial Planning Associate, you will be responsible for providing technical and client service support to Financial Planners and Advisors. Your main duties will include assisting in the preparation and follow-up of client meetings, gathering necessary data, conducting financial plan and scenario modeling, and developing presentations. In this role, you will have the opportunity to work closely with Senior Associate Financial Planners, gaining valuable insights and experience in the field. Additionally, upon completing NISM Level 1 & 2, you will be entrusted with more responsibilities and tasks related to financial planning. We are looking to fill 300 positions for this role, offering a stipend within the standard range. The ideal candidate should have proficiency in MS-Office and be available to work from Monday to Saturday, with working hours scheduled after college hours. Immediate joiners are preferred for this position. To qualify for this role, candidates should have a minimum educational qualification of passing 12th grade. Proficiency in languages such as Hindi, English, and Marathi will be an added advantage. If you are a motivated individual with a passion for financial planning and client service, this role could be the perfect opportunity for you to kickstart your career in the financial industry. Join us and be a part of a dynamic team that is dedicated to helping clients achieve their financial goals.,
We are seeking an Accounting Manager to oversee, monitor, and assess day-to-day activities. The position involves establishing financial status through the creation and implementation of systems for gathering, analyzing, validating, and reporting information. Your responsibilities include managing and supervising the daily operations of the accounting department, such as the month and end-year processes, cash receipts, general ledger, treasury, budgeting, cash forecasting, revenue and expenditure variance analysis, capital assets reconciliations, check runs, fixed asset activity, and debt activity. You will also be responsible for monitoring and analyzing accounting data, generating financial reports or statements, enforcing proper accounting methods, policies, and principles, overseeing annual audits, providing recommendations, enhancing systems and procedures, and initiating corrective actions. Additionally, you will assign projects, guide staff to ensure compliance and accuracy, and meet financial accounting objectives. You will establish and maintain fiscal files and records to document transactions effectively. The ideal candidate must have proven working experience as an Accounting Manager, Accounting Supervisor, or Finance Manager, advanced computer skills in MS Office, accounting software, and databases, the ability to handle large amounts of data, knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations, keen attention to detail and accuracy, and excellent leadership and supervisory skills. Qualifications required for the role include a Bachelor's degree or equivalent certifications in Accounting or Finance, with ICWA certification being optional.,
As a Financial Planning Associate, you will play a crucial role in supporting Financial Planners and Advisors by providing technical and client service assistance. Your responsibilities will include: - Assisting in the preparation and follow-up of client meetings - Gathering necessary data for financial analysis - Conducting financial plan and scenario modeling - Developing presentations for clients You will have the chance to collaborate closely with Senior Associate Financial Planners, allowing you to gain valuable insights and experience in the financial industry. Upon completing NISM Level 1 & 2, you will take on additional responsibilities related to financial planning. The company is currently looking to fill 300 positions for this role, offering a stipend within the standard range. The ideal candidate should possess proficiency in MS-Office, be available to work from Monday to Saturday, with working hours scheduled after college hours. Immediate joiners are preferred. To be eligible for this position, candidates should have a minimum educational qualification of passing 12th grade. Proficiency in languages such as Hindi, English, and Marathi will be advantageous. If you are a motivated individual with a passion for financial planning and client service, this role presents an excellent opportunity for you to launch your career in the financial industry. Come join our dynamic team dedicated to helping clients achieve their financial goals.,
As an Associate Financial Planner in the Financial Planning & Advisory department, you will be responsible for supporting the financial planning team in preparing, analyzing, and presenting financial plans for clients. This role is perfect for individuals who are passionate about personal finance, wealth management, and client service, and aspire to advance into a full-fledged Financial Planner role. Key Responsibilities: - Assist in preparing comprehensive financial plans, covering areas such as retirement, investment, tax, and insurance planning. - Gather, review, and analyze client financial data, including income, expenses, assets, liabilities, and goals. - Conduct research on investment products, market trends, and financial planning strategies. - Support in creating investment proposals and recommendations under the guidance of senior planners. - Maintain accurate client records and documentation in the CRM/financial planning software. - Coordinate with internal teams (operations, compliance, and advisory) to ensure smooth plan implementation. - Participate in client meetings, take detailed notes, and follow up on action items. - Stay updated on financial regulations, tax laws, and industry trends. Required Qualifications: - Bachelors degree in Finance, Commerce, Economics, or related field (MBA/PGDM preferred). - Certification or pursuit of CFP (Certified Financial Planner) / NISM Investment Adviser certification is a plus. - 02 years of experience in financial planning, wealth management, or related roles. - Strong analytical and quantitative skills with attention to detail. - Proficiency in MS Excel, financial planning software, and reporting tools. - Excellent communication and interpersonal skills.,