20 Financial Planner Jobs Found

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Jobs 'n Ta TVM , TVM
"While going for Interview please mention you got this reference from Aasaanjobs"Fix appointments with Customers. Meet Customers and conduct sales presentation to promote the Insurance productOver achieve Sales Targets TVM, TVM
Exp: Fresher Education : Graduation Graduation Job Category : Sales/Marketing Sales/Marketing
Beaux Financial Services Delhi , West Delhi
Become Financial Advisor/ Life Planner/ MDRT with TOP MNC.,"Earn Fixed income, Become Life planner with TOP MNC, Best for House wifes, Youth, Retired persons, Sales Executives, Marketing Executive or Senior Marketing Persons can also apply.Candidate can be B.A or 12th". B.A or 12th".Key Skills: financial advisor, graduate, 12th, House wifes, Youth, Retired persons, Sales Executives, Marketing Executive, Senior MarketingexecutivesWe are continuously...
Exp: Fresher Education : Graduation Graduation Job Category : Financial Services Financial Services
Kotak Apc Chennai , Chennai
Meet with clients in person to discuss their financial goals Explain the types of financial services they provide to potential clients Educate clients and answer questions about investment options and potential risks Recommend investments to clients or select investments on their behalf Help clients plan for specific situations ahead in their lives, such as education expenses or retirement Chennai, Chennai
Exp: Fresher Education : Graduation Graduation Job Category : Financial Services Financial Services
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FA / FP - JD Reporting to Branch Business Leader(BBL) Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRSTclients and responsible for overall growth of Liabilities & Investmentbusiness from HNI segment Develop, manage, and expand YES FIRSTcustomer relationships by providing service level which exceeds clientexpectations of most important customer segment. Identifycurrent and potential relationship...
Education : Any Graduate Any Graduate Job Category : Financial Services Financial Services
Live Connections Other India(TVM TVM Karnataka)
"While going for Interview please mention you got this reference from Aasaanjobs"Fix appointments with Customers. Meet Customers and conduct sales presentation to promote the Insurance productOver achieve Sales TargetsTVM, TVM
Education : PG Diploma PG Diploma Job Category : Sales/Marketing Sales/Marketing
Anlage Infotech India Private Limited Delhi
1. Acquisition of HNI, Ultra HNI clients and Retail Clients : Preparing & execution of Financial plan.2. Advising the client for making the Investment into financial Products like equity, pms, insurance, mutual fund, fixed deposit, real estate, bond etc. for a proper financial plan. 3. Penetration of Wealth Management or other investment product on clients portfolio.4. Develop and maintain long term relationship with the new as well as existing customers.5....
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Computers / IT Computers / IT
New Era India Consultancy Private Ltd Delhi
1. Acquisition of HNI, Ultra HNI clients and Retail Clients : Preparing & execution of Financial plan.2. Advising the client for making the Investment into financial Products like equity, pms, insurance, mutual fund, fixed deposit, real estate, bond etc. for a proper financial plan. 3. Penetration of Wealth Management or other investment product on clients portfolio.4. Develop and maintain long term relationship with the new as well...
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Computers / IT Computers / IT
Life Insurance Corporation Of India Baroda
CLIENT SERVICE ORIENTED APPROACH WITH INTERPERSONAL AND COMMUNICATION SKILL.READY TO LEARN ABOUT FINANCIAL NEEDS AND HUMAN LIFE VALUE.TAKE INITIATIVE FOR BUILDING NEW RELATIONS.REGULAR MEETINGS & IDENTIFY AND OBTAIN FURTHER SALES AND BUSINESS OPPORTUNITIES.
Exp: Fresher Education : Any Graduate , CA Inter , Class 12 , Diploma , M.A , MBA , M.Com , M.Ed , MSW , PG Diploma , PGDM , PGP , Other Any Graduate , CA Inter , Class 12 , Diploma , M.A , MBA , M.Com , M.Ed , MSW , PG Diploma , PGDM , PGP , Other Job Category : Medical Medical
Morpheus Human Consulting Private Limited Other India
1. Establish and build strong relationships with clients and attend client meetings 2. Undertake research both independently and with the Research team to identify suitable solutions to meet the clients needs3. Analyse data using research tools to provide solutions to meet client needs and objectives4. Provide records to support research undertaken5. Consolidate client needs and objectives, together with agreed recommendations and...
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services

Latest Financial Planner Job For Freshers And Experience

Financial Planning and Analyst 1.Understand business dimensions.2.Build business models and what if analysis3.Runs the annual business strategy process4.Continuous monitoring of BP with actuals5.Check the expenses model, processes and suggests changes with cost benefit analysis. 6.Interpret business numbers and guide other team to manage their business.•Good Excel skills•Good in charts, graphs•Technological exposure•Good...
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Computers / IT Computers / IT
Learn Talent Consulting Private Limited Kolkata , Mumbai
1. Train new employees in Banking Products and Financial Planning2. Project duration: 6 Months3. PAN India Training, trainers should be open to travel 4. Candidate must be a Certified Financial Planner
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Sykes & Ray Equities India Limited Mumbai , Mumbai City
Researching information from varioussources, including providers of financialproducts.Reviewing and responding to clientschanging needs and financialcircumstances.Designing financial strategiesIf only mf, cross selling to open atrading account and insurance.
Education : B.Com , M.Com B.Com , M.Com Job Category : Financial Services Financial Services
Think People Solutions Private Limited Mumbai
Job Title/Designation: Deputy Manager Financial PlannerExperience: 3 to 5 years: About the Role:1.To carry out scientific financial planning for the clients basis their financial goals, liabilities and other requirements.2.Responsible for analysing the client portfolios at regular intervals and advising on investments suitable to their needs3.Tracking and ensuring effective implementation of all advice given4.Track competition...
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Sales/Marketing Sales/Marketing
Moneywise Media Private Limited Mumbai
Moneylife Advisory Services, a SEBI-registered investor adviser, is recruiting financial planners, who will offer client-specific advice based on our unique advisory framework.Work Profile : 1. Keep a track of questions being asked by our members and offer quick responses.2. Advising customers on restructuring their portfolios3. Keep a track of new mutual funds and fixed income products hitting the market, analysing them and writing about their...
Skills: financial planner,financial planning,financial analysis,financial reporting
Exp: Fresher Education : B.Com , M.Com , Other B.Com , M.Com , Other Job Category : Financial Services Financial Services
Key Accountabilities:Create and managing existing team of Financial Planners.Core consulting of Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Estate Planning and other incidental and allied services.Consultation and distribution of various financial instruments offline and online.Regular reviews and Portfolio analysis of existing clients on the basis of client's need and preparation...
Skills: &-#x22-good communication skills&-#x22-,&-#x22-consulting for wealth instruments&-#x22-,&-#x22-tax planning&-#x22-,&-#x22-wealth management&-#x22-,&-#x22-financial planning&-#x22-
Education : MBA , Other MBA , Other Job Category : Financial Services Financial Services

More Financial Planner Vacancies In India

Genetics Call Net Mumbai City
Company Profile: • We are a entrepreneur and leading Financial Advisory Company with a reputation built on performance. In 2004, we dared to dream different and ventured into Fee based consultancy for various Financial and Tax affairs with the brand name Financial Hospital. With a vision to provide customized solutions and true class consultancy in Financial, Investment and Tax matters, we started our journey in red ocean market of agents...
Skills: sr. financial planner, financial planning, financial planner, planner, sr. financial advisor
Education : Any Graduate Any Graduate Job Category : Financial Services Financial Services
Jobsnta Hr Services Thiruvananthapuram / Trivandrum
Manage a Direct Sales - Life Insurance Sourcing. Leads will be generated from the company.To build and maintain effective business relationship with customers
Skills: certified financial consultant planner
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Sales/Marketing Sales/Marketing
Greeting from HR REMEDY INDIA !! Dear Candidate ,Grow your own career and join with India†-™ -s largest financial conglomerates and be a part of one of the most successful Life insurance company. Job Descrpition: The purpose of the Job and expected expectation from the candidates - excellent communications, maturity to handle key channel partner relationships, willingness to travel are mandatory.Person with exposure to Agency, Direct and...
Skills: sale, marketing, business development, direct sales, bank, agency, life insurance, banking, selling, relationship
Education : Any Graduate Any Graduate Job Category : Sales/Marketing Sales/Marketing
Suven Consultants And Technology Pvt. Ltd. Mumbai
We are looking for Financial Planner for reputed financial firm at Malad location.Location: MaladTotal Experience: + YearsJob Time: AM to PMWorking Days:Monday to SaturdayDesignation: Financial PlannerGrowth Chart- Sr. Financial Planner - Team Leader- Branch ManagerPlease find below as per requirement:-Requirements: Should have thorough knowledge of financial instruments like MutualFunds, Insurance etc Have a flair for sales and marketing...
Education : Any Graduate Any Graduate Job Category :
Lic Of India Baroda
GOOD IN COMMUNICATION AND UNDERSTANDING FINANCIAL NEEDS IN LIFE. HAVING INTENSITY TO CREATE LONG TERM INCOME WITH  -BASIC SALES AND CONVINCING SKILL.PEOPLES WELFARE ORIENTED APPROACH.READY TO LEARN NEW THINGS AND ADOPT NEW IDEAS..
Skills: sales, marketing, insurance, direct sales, full time, part time
Exp: Fresher Education : Any Graduate , Class 12 Any Graduate , Class 12 Job Category : Human Resources Human Resources
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