Candidate must be able to make calculations and cash flow chart pertaining to financial planning, retirement planning & tax planning Must be aware of all investment asset class category available for Individuals, corporate and NRI clients Must be able to handle multitask with great speed and accuracy and must be able to handle pressure should be very strong in client relationship and services handling pertaining to wealth management should be able to coordinate effectively with all internal and external departments, to execute financial planning which are discussed & agreed with clients, till its fully executed and post that service related issues Must be exposed to equity market and must be able to do in-depth analysis of various companies and stocks Periodically must do client investment review and portfolio rebalancing as per the requirement . Must be doing close monitoring of all the investment as per goal planing Must be strong in making digital templets, brouchers and blogs for social media pertaining to financial planning and various assets class to reach larger audience in effective manner. Skils : Very strong in XL and financial formulas and PPT Well versed with financial Planning models Strong in wealth management planning and execution Retirement planning and clash flow prepration pertaining to financial planning Strong English verbal skills strong in reviews and presentations Education : Must have completed or must be appearing for final exam for CFP Must have done wealth management certification For details visit : www.vfinancialservices.com www.finoviserfinancialservices.com
Position Title: Accounts Executive Location: Navi Mumbai (Vashi) Experience: 3+ years Industry: Financial Planning / Financial Services Preferred: CA Interns or candidates with experience in CA firms ⸻ Job Responsibilities: 1. Taxation & Compliance: • Preparation and filing of Income Tax Returns (ITRs) for Resident Indians & NRIs. • Tax computation for individuals, including capital gains, deductions, and rebates. • Coordinating with clients for tax documentation and resolving taxation queries. • Support in TDS filing, tax payments, and reconciliation of Form 26AS. 2. Accounting & Financial Operations: • Bank reconciliation and brokerage reconciliation on a regular basis. • Raising invoices to AMCs, Insurance Companies, and other partners for commissions, fees, and brokerage. • Tracking collections and follow-ups for outstanding payments. • Managing petty cash, expense tracking, and assisting in preparation of monthly accounts dashboard. 3. Reporting & MIS: • Preparing monthly MIS reports for management on revenue, expenses, receivables, taxation, and profitability. • Generating reports on pending ITR filings, renewals, and collections. • Coordinating with Financial Planning and Operations teams for client-wise accounting and reporting. 4. Other Responsibilities: • Assistance in preparation of audit documents as required. • Staying updated with taxation laws relevant to individual and NRI clients. • Supporting ad hoc reporting needs and analysis for business growth. ⸻ Desired Candidate Profile: • B.Com / M.Com / CA Intern (Preferred) • 3+ years of relevant experience in CA firms or financial services firms. • Strong knowledge of ITR filing for NRI & Resident Indians. • Good command of MS Excel and familiarity with accounting & tax software (ClearTax, Winman, or similar). • Strong communication skills with ability to handle client interactions independently. • Detail-oriented, organized, and comfortable working in a fast-paced environment. ⸻ Why Join Us? • Work with a women-driven financial planning firm catering to HNIs and NRI clients. • Exposure to end-to-end taxation and financial operations. • Career growth opportunities in wealth management and financial services. Salary: Competitive, based on experience & qualifications visit our website : www.finoviserfinancialservices.com , www.vfinancialservices.com or mail us on : info@vfinancialservices.com
Junior Financial Planner 1) CFP certified or CFA Certified or pursuing is must 2) must be well versed with various investment options for Indian and NRI clients 3) The candidate will prepare Investment planning as per client investment Goals 4) Executing all the investment plan and insuring periodic review with client 5) Ensuring refferals from exiting client and creating pipeline of prospective clients 6) Knowledge of equity research for providing equity related options to clients 7) will handle investment and equity and investment operations also along with planning
The candidate should be well versed with detailed backend operation processes related to MF, Life and General Insurance, and Fixed income. They must possess in-depth knowledge of all processes related to different financial asset classes. The candidate is responsible for creating and updating product process flow charts to ensure seamless and error-free processes. Experience in handling different portals related to investment execution of various financial companies is required, including expertise in handling the BSE Star Platform for MF transactions. Daily online/offline execution of MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation is part of the responsibilities. The candidate should prepare and maintain daily transaction reports and MIS, as well as coordinate with various companies and processing houses to resolve transaction-related issues and client queries. Multitasking and high-speed error-free transactions are expected, along with coordinating with clients for transaction-related and query resolution issues. The ideal candidate should have 0-2 years of experience in wealth advisory, financial portfolio companies, or any financial advisory firms handling backend operations. A Graduation/MBA/BBA qualification with at least 65% marks along with certifications in various asset classes is required. Skills such as being humble and soft-spoken, having excellent command over verbal and written English communication, expertise in EXCEL and PPT, high customer orientation, willingness to stretch as per workload, and a strong sense of ownership towards work and assigned tasks are essential. The salary offered will be as per company standards. Only female candidates from in and around Navi-Mumbai are eligible to apply.,
You should be well versed with detailed back-end operation processes related to MF, Life and General Insurance, and Fixed income. Your knowledge should cover all process related to different financial asset classes. It will be your responsibility to create and update product process flow charts to ensure seamless and error-free processes. Experience in handling various portals for investment execution in different financial companies, including BSE Star Platform for MF transactions, is required. Your daily tasks will involve online/offline execution of MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation. Additionally, you will be expected to prepare and maintain daily transaction reports and MIS, coordinate with various companies for transaction and client-related issues, and resolve queries from processing houses. Multitasking and high-speed error-free transactions are essential, along with efficient coordination with clients for transaction and query resolution related issues. You must have 2-4 years of experience in wealth advisory, financial portfolio companies, or financial advisory firms handling backend operations. A Graduation/MBA/BBA degree with at least 65% marks is required, along with certifications in various asset classes. Other essential skills include being humble and soft-spoken, having excellent command over verbal and written English communication, expertise in Excel and PowerPoint, high customer orientation, willingness to stretch as per workload, experience in handling ticketing systems, and strong ownership towards work and assigned tasks. The salary package will be as per company standards. This position is only open to female candidates from in and around Navi-Mumbai.,
You should have knowledge of financial planning and be proficient in working with various PPT and Excel formulas to present client requirements in a specific format. Your role will involve innovating new ways of presenting data to clients, product-specific planning, and monitoring performance. You will collaborate closely with senior planners, execute day-to-day planning activities, and interact with clients on planning/investment performance issues. Additionally, you will be responsible for financial blog writing for the website, pulling and analyzing reports, and raising red flags with senior planners if any issues are observed. You will need 0-2 years of experience and hold a degree in BSE/BCom/MBA/BBA with at least 70% marks. Strong verbal and written English communication skills are a must, along with the ability to interact effectively with customers and maintain a humble and polite demeanor. Proficiency in mathematical calculations, attention to detail, data analytical skills, high concentration, ownership, and self-motivation are desired qualities for this role. The salary package will be as per company standards, and only female candidates from in and around Navi Mumbai are eligible to apply.,
Gender : Only Female Candidates should apply Industry : Financial Services, Financial Planning, Investment Broking firm,Wealth Management Companies only Locations : Candidates in and around Navi Mumbai will be preferred Who Can Apply / What we are looking in Candidates : Candidate Must have at least 2 years experience is investment execution of Financial services products like ( MF, Insurance, Corporate deposits , Equity, Insurance, and alternate funds ) Must have hands on experience on BSE Star Platform and MF Utility platform Must have experience in pulling quatrain for various medical insurance quotes and their comparison and investment execution of various investment products what are approved by statutory body. Must have made process flow charts and must have executed those processes through team for broking firm and financial services ( Investment execution ) companies . Must have prepared mostly renewal dues and must have made robust process to track the same on daily basis . Should poses leadership skills and strong in training teams on various and lated investment execution platforms/ portals/ software and investment processes for effective customer service and operational excellence Must have very strong English communication to engage HNI financial investment customers or financial planning customers. Must be very strong in preparing XL and ppt pertaining to investment planning, investment process flow execution, and financial planning and financial services customer's engagement and issue resolution/ training.
As an individual responsible for executing orders on behalf of clients, your role will involve confirming trades by end of day, ensuring high trade volumes and frequent trading by clients, promoting research calls to increase volume and frequency, daily processing and confirmation of trades, punching orders for clients on NSE/BSE terminals, monitoring client exposure limits, resolving customer queries, driving focus on generating new business and client base, ensuring adherence to compliance framework, and managing new account openings and portfolios. Key Responsibilities: - Execute the orders on behalf of clients - Confirm trades by end of day - Ensure high trade volume and frequent trading by clients - Promote research calls to increase volume and frequency - Process and confirm trades daily - Punch orders for clients on NSE/BSE terminals - Monitor client exposure limits - Resolve customer queries - Drive focus on generating new business and client base - Ensure adherence to compliance framework - Manage new account openings and portfolios Qualifications Required: - Graduation - NISM Series VIII (Equity & Derivatives) - NISM Series VA (Mutual Fund Distributor) In addition to the responsibilities and qualifications mentioned above, the company is looking for a candidate with 2-3 years of experience in the field, stock market knowledge (especially technical analysis), good communication skills, and a strong sense of ownership towards work and assigned tasks. Please note that the compensation for this position will be as per company standards. Only female candidates from in and around Navi-Mumbai are eligible to apply.,
As a Financial Planner, your role involves analyzing clients" financial status, including income, expenses, and liabilities. You will be responsible for examining and recommending financial opportunities such as insurance plans and investment strategies. Developing sound financial plans and budgets for clients based on their evolving needs is a key aspect of your job. You will assist clients in implementing their financial plans and executing transactions. Additionally, presenting and promoting suitable financial products and services, building strong client relationships to ensure client retention, and staying updated on regulations, practices, and financial products are crucial responsibilities. You should have the ability to conduct gap analysis and design counteraction plans when necessary, conduct periodic reviews with clients based on the established plan, and perform portfolio rebalancing. Key Responsibilities: - Analyze clients" financial status, including income, expenses, and liabilities - Recommend financial opportunities such as insurance plans and investment strategies - Develop sound financial plans and budgets for clients - Assist clients in implementing their financial plans and executing transactions - Present and sell suitable financial products and services - Build strong relationships with clients to ensure client retention - Stay updated on regulations, practices, and financial products - Conduct gap analysis and design counteraction plans if needed - Conduct periodic reviews with clients based on the established plan - Perform portfolio rebalancing Qualifications Required: - Experience: 2-4 years as a financial planner in a wealth advisory firm - Qualification: BSc/B.com in accounting, finance, business administration, or a relevant field; professional certification such as CFP is a must - Valid FINRA license series 7 & 66 Additional Company Details (if any): - CTC: As per company standards - Only female candidates from in and around Navi-Mumbai can apply Please note that proficiency in MS Office and CRM systems, attention to detail, strong mathematical skills, strong ethics with a customer-oriented approach, outstanding communication skills, and a humble and soft-spoken demeanor are essential skills for this role.,
Role Overview: As a Financial Planner, your main responsibility will be to handle financial planning tasks. You will work on various tools like PPT and Excel to present client requirements in a specific format. Your creativity will be crucial as you will be expected to innovate new ways of presenting data to clients regularly. Additionally, you will collaborate with senior planners for day-to-day planning activities and interact with clients regarding planning and investment performance issues. Key Responsibilities: - Should have knowledge of financial planning - Work on various PPT and XL formulas to present client requirements in a specific format - Innovate new ways of presenting data to clients regularly - Perform product-specific planning and monitor performance - Collaborate closely with senior planners for day-to-day planning activities - Interact with clients regarding planning and investment performance issues - Write financial blogs for the company website - Pull and analyze reports, raising red flags if any issues are observed, in collaboration with senior planners - Develop action plans related to reports/investment and coordinate with the operations team for successful implementation - Prepare various data cuts for new clients based on inputs from senior planners Qualifications Required: - 0-2 years of experience - BSE/BCom/MBA/BBA with 70% marks Additional Details: Please note that the compensation for this position will be as per company standards. Only female candidates from in and around Navi Mumbai are eligible to apply.,
As a candidate for this position, you will be responsible for the detailed back-end operation processes related to MF, Life and General Insurance, and Fixed income. Your key responsibilities will include: - Demonstrating in-depth knowledge of all processes related to different financial asset classes - Creating and updating product process flow charts to ensure seamless and error-free processes - Handling different portals for investment execution in various financial companies - Managing the BSE Star Platform for MF transactions - Executing daily online/offline transactions for MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation - Preparing and maintaining daily transaction reports and MIS - Coordinating with various companies and processing houses to resolve transaction and client-related issues - Multitasking and ensuring high-speed error-free transactions - Coordinating with clients to resolve transaction and query-related issues Qualifications Required: - 0-2 years of experience in wealth advisory, financial portfolio companies, or any financial advisory firms handling backend operations - Graduation/MBA/BBA with at least 65% marks along with certifications in various asset classes The company is seeking only female candidates from in and around Navi-Mumbai for this position. The compensation package (CTC) will be as per company standards. If selected, you should possess the following skills: - Humble and soft-spoken demeanor - Excellent command over verbal and written English communication - Expertise in Excel and PowerPoint - High customer orientation - Willingness to stretch as per workload demands - Strong ownership towards work and assigned tasks,
As a candidate for the position, you will be responsible for various tasks related to accounts and administration in the company. Your key responsibilities will include: - Working on Tax Reconciliation and demonstrating a good command over Excel. - Possessing sound knowledge of GST, IGST, Tax, and TDS. - Being an expert in day-to-day accounting tasks. - Developing and updating quarterly reports such as P&L, budget, and sales forecast. - Distributing monthly performance reports. - Having knowledge of Tally ERP. - Handling all work related to day-to-day branch administration. To qualify for this role, you should meet the following requirements: - Experience: You must have 3-4 years of experience in handling accounts and administration in an Insurance, Mutual Fund broking, sub-broking firm, or wealth advisory firm. - Qualification: BSC/BCom/MBA/BBA. - Skills: Strong mathematical calculation skills, attention to detail, and the ability to handle multiple tasks effectively. Please note that the company is offering a compensation package as per industry standards. Additionally, only female candidates from in and around Navi-Mumbai are eligible to apply for this position.,