Jole: Anaplan Solution Architect Location: Office in Navi Mumbai (with frequent travels as required) Job Nature-Full Time Experience : 6+ years of experience in designing and implementing Anaplan solutions, with a focus on FP&A and Supply Chain Planning. . Skills and Qualifications: Certification : Anaplan Certified Solution Architect or Certified Master Anaplanner Degree Bachelor’s degree in Business, Technology or Finance, or a similar analytics related field Experience: Minimum of 5+ years of experience in designing and implementing Anaplan solutions, with a focus on FP&A and Supply Chain Planning. Technical Skills Proficiency in Anaplan model building, including complex multi-dimensional models, data integration using APIs, and model optimization. Strong understanding of financial planning and supply chain processes and the ability to translate them into Anaplan solutions. Experience with Anaplan’s Application Lifecycle Management (ALM) and UX is a plus. Analytical Skills: Great problem-solving abilities, with attention to detail and a passion for data-driven decision-making.
Key Responsibilities Identify and acquire new clients through references, digital channels, and networking. Conduct discovery calls to understand client needs and introduce advisory solutions. Create, review, and present financial plans tailored to client profiles. Collaborate with the Core Advisory team for portfolio design and execution. Provide recommendations on ESOP diversification, asset allocation, and tax planning. Achieve individual and team acquisition targets. Proactively generate referrals and new business opportunities. Support growth initiatives in new geographies (e.g., Bangalore). Stay updated on financial products, mutual funds, equities, and ESOP solutions. Confidently pitch advisory model in line with client goals and risk appetite. Key Requirements Excellent communication, persuasion, and relationship-building skills. Knowledge of financial planning, investment products, and portfolio creation. Proficiency in Microsoft Excel & PowerPoint. Strong command of English (spoken & written). Presentable, confident, and client-centric approach. Qualification MBA/Postgraduation (Finance preferred) NISM XA/XB mandatory; CFP/CWM preferred Minimum 13 years’ experience in financial services (advisory, acquisition, or wealth)