Certified Financial Planner Finwise Personal Finance Services LLP

1.0 - 5.0 years

0 Lacs

maharashtra

On-site

As a Certified Financial Planner at Finwise PFS, your role will involve being a key resource in financial planning within the organization, reporting directly to the Founder. You will be an integral part of the Planning function, primarily reporting to the Founder for 70% of your responsibilities. Your key tasks will include creating and finalizing new financial roadmaps, scheduling review calendars with customers over email, preparing review templates, capturing review minutes, and scheduling follow-ups as necessary to ensure the execution of actions. Additionally, you will be responsible for building and executing communication schedules, maintaining a repository of planning-related docume...

Posted 2 months ago

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Certified Financial Planner Finwise Personal Finance Services LLP

1.0 - 3.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Job-role Title Certified Financial Planner, Finwise PFS Role of the person in the organization Financial Planning resource, reporting to the Founder Profile of Job & Key Tasks Part of the Planning function, reporting to the Founder (70%) Creating and finalizing (in consultation) new roadmaps Scheduling (over email) review calendars with customers and preparing review templates Capturing review minutes and scheduling follow-ups where needed to ensure execution of actions Building and executing (executing) communication schedules Maintaining repository of planning-related documentation End to end ownership of customers for both operations and planning, including implementation In addition, wil...

Posted 2 months ago

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Mapping Analyst TP

2.0 - 6.0 years

0 Lacs

hyderabad, telangana

On-site

You will be responsible for building and maintaining high-quality maps, which includes creation, curation, and ensuring map data quality. Your role will involve designing and managing high-fidelity maps, with a strong focus on data creation, curation, and quality assurance. You will oversee the end-to-end development and quality maintenance of map datasets, as well as perform quality checks on the work of your peers. It will be your responsibility to complete requests within established SLA support windows and quality levels. You will also be required to participate in regular trainings to enhance your knowledge and skills, with the goal of achieving progression in your role. This position r...

Posted 3 months ago

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