Job role
Qualified Financial Advisor (Hyderabad)
Financial Advisory
Hyderabad
5 - 10 Years Of Experience
No. of Openings - 3
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
- Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
- Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
- Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
- Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
- Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions
- Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements
Skills:
- Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights
- Collaborative mindset with a focus on achieving results through teamwork and client-centric execution
- Structured and methodical approach to thinking and execution with strong attention to detail
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
BTL Marketing Manager (Bangalore)
Financial Advisory
Bangalore
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop and execute detailed activation plans for new FPCs, including pre-launch timelines, operational requirements, and stakeholder coordination
- Conduct market analysis to identify suitable locations in alignment with business objectives
- Partner with marketing teams to create localized campaigns to promote new FPCs for lead generation
- Collaborate with internal teams (Operations, Marketing, IT, HR and compliance) to ensure readiness before the go-live date
- Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency
- Secure all necessary regulatory, compliance, and legal approvals for the projects
- Monitor early performance metrics (e.g., client acquisition, revenue generation) to assess FPC success and identify improvement areas
- Gather feedback from employees and clients to refine operations and customer experience
- Address bottlenecks in operational efficiency during the post-activation phase
- Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centers
- Ensure events are aligned with the company’s strategic goals and deliver measurable results
Skills:
- Bachelor's degree in Business Administration, Operations, Marketing, or related field (MBA preferred)
- Proven experience in activation or operations management, preferably in the financial services or retail sector
- Excellent interpersonal and negotiation skills to manage external stakeholders such as property owners and contractors
- Strong analytical skills to evaluate location performance and market potential
- Familiarity with financial products and advisory services is a plus
BTL Marketing Manager (Pune)
Financial Advisory
Pune
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop and execute detailed activation plans for new FPCs, including pre-launch timelines, operational requirements, and stakeholder coordination
- Conduct market analysis to identify suitable locations in alignment with business objectives
- Partner with marketing teams to create localized campaigns to promote new FPCs for lead generation
- Collaborate with internal teams (Operations, Marketing, IT, HR and compliance) to ensure readiness before the go-live date
- Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency
- Secure all necessary regulatory, compliance, and legal approvals for the projects
- Monitor early performance metrics (e.g., client acquisition, revenue generation) to assess FPC success and identify improvement areas
- Gather feedback from employees and clients to refine operations and customer experience
- Address bottlenecks in operational efficiency during the post-activation phase
- Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centers
- Ensure events are aligned with the company’s strategic goals and deliver measurable results
Skills:
- Bachelor's degree in Business Administration, Operations, Marketing, or related field (MBA preferred)
- Proven experience in activation or operations management, preferably in the financial services or retail sector
- Excellent interpersonal and negotiation skills to manage external stakeholders such as property owners and contractors
- Strong analytical skills to evaluate location performance and market potential
- Familiarity with financial products and advisory services is a plus
HR Generalist
HR
Pune
5 - 8 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Manage end-to-end recruitment and hiring coordination
- Handle HR operations, employee records, HRMS, attendance, and compliance
- Coordinate onboarding, induction, and new joiner documentation
- Plan and execute employee engagement and recognition initiatives
- Address employee queries and support a positive employee experience
- Prepare HR reports and maintain accurate HR documentation
- Collaborate with internal stakeholders to ensure smooth HR processes
Skills:
- Excellent communication and interpersonal skills
- Strong coordination and stakeholder management abilities
- Analytical and problem-solving mindset
- Ability to multitask in a fast-paced environment
- Strong ownership and accountability
- Proficiency in Microsoft Excel, Google Sheets, and reporting tools
BTL Marketing Manager (Delhi/Noida)
Financial Advisory
Noida
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop and execute detailed activation plans for new FPCs, including pre-launch timelines, operational requirements, and stakeholder coordination
- Conduct market analysis to identify suitable locations in alignment with business objectives
- Partner with marketing teams to create localized campaigns to promote new FPCs for lead generation
- Collaborate with internal teams (Operations, Marketing, IT, HR and compliance) to ensure readiness before the go-live date
- Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency
- Secure all necessary regulatory, compliance, and legal approvals for the projects
- Monitor early performance metrics (e.g., client acquisition, revenue generation) to assess FPC success and identify improvement areas
- Gather feedback from employees and clients to refine operations and customer experience
- Address bottlenecks in operational efficiency during the post-activation phase
- Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centers
- Ensure events are aligned with the company’s strategic goals and deliver measurable results
Skills:
- Bachelor's degree in Business Administration, Operations, Marketing, or related field (MBA preferred)
- Proven experience in activation or operations management, preferably in the financial services or retail sector
- Excellent interpersonal and negotiation skills to manage external stakeholders such as property owners and contractors
- Strong analytical skills to evaluate location performance and market potential
- Familiarity with financial products and advisory services is a plus
BTL Marketing Manager (Hyderabad)
Financial Advisory
Hyderabad
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop and execute detailed activation plans for new FPCs, including pre-launch timelines, operational requirements, and stakeholder coordination
- Conduct market analysis to identify suitable locations in alignment with business objectives
- Partner with marketing teams to create localized campaigns to promote new FPCs for lead generation
- Collaborate with internal teams (Operations, Marketing, IT, HR and compliance) to ensure readiness before the go-live date
- Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency
- Secure all necessary regulatory, compliance, and legal approvals for the projects
- Monitor early performance metrics (e.g., client acquisition, revenue generation) to assess FPC success and identify improvement areas
- Gather feedback from employees and clients to refine operations and customer experience
- Address bottlenecks in operational efficiency during the post-activation phase
- Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centers
- Ensure events are aligned with the company’s strategic goals and deliver measurable results
Skills:
- Bachelor's degree in Business Administration, Operations, Marketing, or related field (MBA preferred)
- Proven experience in activation or operations management, preferably in the financial services or retail sector
- Excellent interpersonal and negotiation skills to manage external stakeholders such as property owners and contractors
- Strong analytical skills to evaluate location performance and market potential
- Familiarity with financial products and advisory services is a plus
Executive - Public Relations
Marketing
Mumbai
2 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Track and monitor media coverage and industry trends regularly
- Maintain and update daily media activity and coverage reports
- Draft and disseminate press releases, media pitches, and articles
- Coordinate with media outlets to ensure accurate brand representation
- Support in managing crisis communication and reputational issues
- Collaborate with internal teams (marketing, content, digital) to ensure brand alignment
- Maintain and update the company’s media kit, press materials, and PR assets
Skills:
- Basic understanding of public relations and media communication
- Strong media relations and networking capabilities
- Excellent written and verbal communication skills
- Proficiency in MS Office and media monitoring tools (preferred)
AVP - Social Media Marketing (Finance)
Marketing
Mumbai
5 - 10 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Own the end-to-end social media strategy across LinkedIn, Instagram, YouTube, Twitter (X), and emerging platforms
- Build quarterly and annual social media roadmaps aligned with business and brand goals
- Position the brand as a thought leader in personal finance and goal-based investing
- Lead the creation of high-quality, educational, and engaging finance content in multiple formats - posts, reels, carousels, videos, threads, and newsletters
- Simplify complex financial concepts into relatable, trustworthy, and engaging content
- Develop content pillars around investing, goal planning, risk profiling, financial literacy, and advisory insights
- Build strong LinkedIn and social presence for founders, advisors, and leadership team
- Create content strategies that enhance credibility and thought leadership of key faces of the company
- Build and nurture an engaged community of finance-aware audiences
- Track engagement, reach, conversions, and optimize content strategy based on data
- Work closely with performance marketing teams to amplify high-performing content
- Work with designers, video editors, and content creators to ensure high production quality
- Maintain a consistent brand voice and visual identity across platforms
- Stay updated with social trends, algorithms, and content formats
- Experiment with new content ideas, formats, and storytelling approaches
Skills:
- Strong content strategy, storytelling, and brand communication skills
- Experience working with cross-functional teams including design, video production, and performance marketing
- Analytical mindset with the ability to interpret data and optimize content performance
- Excellent written and verbal communication skills with a keen eye for detail
- Creative, proactive, and passionate about personal finance and digital content
Video Editor
Marketing
Mumbai
4 - 10 Years Of Experience
No. of Openings - 3
Interested in this position?
Responsibilities:
Requisites & Skills:
- Edit raw footage into polished videos using tools like Adobe Premiere Pro, Final Cut Pro, or DaVinci Resolve
- Ensure videos are engaging, visually appealing, and aligned with the project objectives
- Execute advanced post-production techniques, including color grading, sound mixing, and applying visual effects (VFX)
- Incorporate motion graphics and animations using tools like Adobe After Effects or similar software
- Adapt and edit video content specifically for social media platforms such as Instagram, YouTube and LinkedIn
- Stay updated with the latest video editing trends, techniques, and tools to bring fresh ideas to the table
Requisites & Skills:
- Proven experience of at least 4 to 5 years as a Video Editor (portfolio/showreel link required)
- Expertise in video editing software such as Adobe Premiere Pro, Final Cut Pro, or DaVinci Resolve
- Proficiency in motion graphics using Adobe After Effects or similar tools
- Strong understanding of post-production processes
- Knowledge of editing techniques tailored for social media platforms
- Familiarity with diverse video formats and codecs
- Excellent attention to detail and creative problem-solving abilities
- Knowledge of sound design and audio editing tools like Adobe Audition or Pro Tools
BTL Marketing Manager (Mumbai/Thane)
Financial Advisory
FPC- Thane
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop and execute detailed activation plans for new FPCs, including pre-launch timelines, operational requirements, and stakeholder coordination
- Conduct market analysis to identify suitable locations in alignment with business objectives
- Partner with marketing teams to create localized campaigns to promote new FPCs for lead generation
- Collaborate with internal teams (Operations, Marketing, IT, HR and compliance) to ensure readiness before the go-live date
- Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency
- Secure all necessary regulatory, compliance, and legal approvals for the projects
- Monitor early performance metrics (e.g., client acquisition, revenue generation) to assess FPC success and identify improvement areas
- Gather feedback from employees and clients to refine operations and customer experience
- Address bottlenecks in operational efficiency during the post-activation phase
- Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centers
- Ensure events are aligned with the company’s strategic goals and deliver measurable results
Skills:
- Bachelor's degree in Business Administration, Operations, Marketing, or related field (MBA preferred)
- Proven experience in activation or operations management, preferably in the financial services or retail sector
- Excellent interpersonal and negotiation skills to manage external stakeholders such as property owners and contractors
- Strong analytical skills to evaluate location performance and market potential
- Familiarity with financial products and advisory services is a plus
Graphic Designer
Marketing
Mumbai
4 - 8 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Conceptualize and create engaging visual designs based on creative briefs and business requirements.
- Design high-quality graphics, illustrations, logos, layouts, and marketing creatives for digital platforms.
- Create compelling thumbnails and optimize/re-index them based on performance data and insights.
- Develop creative assets using industry-standard design tools such as Adobe Creative Suite, Figma, or similar software.
- Design visually appealing content across all social media platforms, ensuring adherence to platform-specific dimensions and best practices.
- Create graphics for posts, reels, stories, carousels, banners, advertisements, and other digital marketing collateral.
- Collaborate with the marketing and content teams to maintain brand consistency across all visual communications.
- Stay updated on design trends, social media best practices, and emerging creative formats.
- Ensure all creatives meet quality standards and are delivered within project timelines.
- Manage multiple design projects simultaneously while maintaining attention to detail and creativity.
Skills:
- A strong portfolio illustrations or other graphics
- Familiarity with design software and technologies (InDesign, Illustrator, Dreamweaver, Photoshop)
- Should have worked on AI tools like mid-journey
- A keen eye for aesthetics and details
HR Generalist
Financial Advisory
Hyderabad
5 - 8 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Manage end-to-end recruitment and hiring coordination
- Handle HR operations, employee records, HRMS, attendance, and compliance
- Coordinate onboarding, induction, and new joiner documentation
- Plan and execute employee engagement and recognition initiatives
- Address employee queries and support a positive employee experience
- Prepare HR reports and maintain accurate HR documentation
- Collaborate with internal stakeholders to ensure smooth HR processes
Skills:
- Excellent communication and interpersonal skills
- Strong coordination and stakeholder management abilities
- Analytical and problem-solving mindset
- Ability to multitask in a fast-paced environment
- Proficiency in Microsoft Excel, Google Sheets and reporting tools
HR Generalist
Financial Advisory
Bangalore
5 - 8 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Manage end-to-end recruitment and hiring coordination
- Handle HR operations, employee records, HRMS, attendance, and compliance
- Coordinate onboarding, induction, and new joiner documentation
- Plan and execute employee engagement and recognition initiatives
- Address employee queries and support a positive employee experience
- Prepare HR reports and maintain accurate HR documentation
- Collaborate with internal stakeholders to ensure smooth HR processes
Skills:
- Excellent communication and interpersonal skills
- Strong coordination and stakeholder management abilities
- Analytical and problem-solving mindset
- Ability to multitask in a fast-paced environment
- Strong ownership and accountability
- Proficiency in Microsoft Excel, Google Sheets, and reporting tools
Qualified Financial Advisor (Pune)
Financial Advisory
Pune
5 - 10 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
- Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
- Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
- Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
- Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
- Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions
- Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements
Skills:
- Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights
- Collaborative mindset with a focus on achieving results through teamwork and client-centric execution
- Structured and methodical approach to thinking and execution with strong attention to detail
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
Qualified Financial Advisor (Bangalore)
Financial Advisory
Bangalore
5 - 10 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
- Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
- Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
- Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
- Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
- Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions
- Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements
Skills:
- Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights
- Collaborative mindset with a focus on achieving results through teamwork and client-centric execution
- Structured and methodical approach to thinking and execution with strong attention to detail
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
Business Coordinator
Financial Advisory
Pune
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Coordinate with internal teams to ensure seamless execution and customer experience
- Track pending tasks and follow up to ensure timely completion
- Execute operational requests accurately within defined SLAs and turnaround times
- Maintain operational records, documentation, and process compliance
- Prepare MIS reports, dashboards, and track daily, weekly, and monthly operational metrics
- Monitor productivity, TAT, quality, and business performance
- Identify operational risks, process gaps, and improvement opportunities
- Support leadership with business reports, analytics, and key performance insights
Skills:
- Excellent communication and interpersonal skills
- Strong coordination and stakeholder management abilities
- High attention to detail and accuracy
- Analytical and problem-solving mindset
- Ability to work with data and generate actionable insights
- Proficiency in Microsoft Excel, Google Sheets, and reporting tools
Business Coordinator
Financial Advisory
Hyderabad
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Coordinate with internal teams to ensure seamless execution and customer experience
- Track pending tasks and follow up to ensure timely completion
- Execute operational requests accurately within defined SLAs and turnaround times
- Maintain operational records, documentation, and process compliance
- Prepare MIS reports, dashboards, and track daily, weekly, and monthly operational metrics
- Monitor productivity, TAT, quality, and business performance
- Identify operational risks, process gaps, and improvement opportunities
- Support leadership with business reports, analytics, and key performance insights
Skills:
- Excellent communication and interpersonal skills
- Strong coordination and stakeholder management abilities
- High attention to detail and accuracy
- Analytical and problem-solving mindset
- Ability to work with data and generate actionable insights
- Proficiency in Microsoft Excel, Google Sheets, and reporting tools
Business Coordinator
Financial Advisory
Bangalore
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Coordinate with internal teams to ensure seamless execution and customer experience
- Track pending tasks and follow up to ensure timely completion
- Execute operational requests accurately within defined SLAs and turnaround times
- Maintain operational records, documentation, and process compliance
- Prepare MIS reports, dashboards, and track daily, weekly, and monthly operational metrics
- Monitor productivity, TAT, quality, and business performance
- Identify operational risks, process gaps, and improvement opportunities
- Support leadership with business reports, analytics, and key performance insights
Skills:
- Excellent communication and interpersonal skills
- Strong coordination and stakeholder management abilities
- High attention to detail and accuracy
- Analytical and problem-solving mindset
- Ability to work with data and generate actionable insights
- Proficiency in Microsoft Excel, Google Sheets, and reporting tools
Business Coordinator
Financial Advisory
Mumbai
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Coordinate with internal teams to ensure seamless execution and customer experience
- Track pending tasks and follow up to ensure timely completion
- Execute operational requests accurately within defined SLAs and turnaround times
- Maintain operational records, documentation, and process compliance
- Prepare MIS reports, dashboards, and track daily, weekly, and monthly operational metrics
- Monitor productivity, TAT, quality, and business performance
- Identify operational risks, process gaps, and improvement opportunities
- Support leadership with business reports, analytics, and key performance insights
Skills:
- Excellent communication and interpersonal skills
- Strong coordination and stakeholder management abilities
- High attention to detail and accuracy
- Analytical and problem-solving mindset
- Ability to work with data and generate actionable insights
- Proficiency in Microsoft Excel, Google Sheets, and reporting tools
Business Coordinator
Financial Advisory
FPC- Thane
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Coordinate with internal teams to ensure seamless execution and customer experience
- Track pending tasks and follow up to ensure timely completion
- Execute operational requests accurately within defined SLAs and turnaround times
- Maintain operational records, documentation, and process compliance
- Prepare MIS reports, dashboards, and track daily, weekly, and monthly operational metrics
- Monitor productivity, TAT, quality, and business performance
- Identify operational risks, process gaps, and improvement opportunities
- Support leadership with business reports, analytics, and key performance insights
Skills:
- Excellent communication and interpersonal skills
- Strong coordination and stakeholder management abilities
- High attention to detail and accuracy
- Analytical and problem-solving mindset
- Ability to work with data and generate actionable insights
- Proficiency in Microsoft Excel, Google Sheets, and reporting tools
Paraplanner (Hyderabad)
Financial Advisory
Hyderabad
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Conduct research and analysis on financial products, investment options, pensions, insurance, and tax-efficient strategies
- Prepare comprehensive financial plans, suitability reports, and recommendation documents for Financial Advisors
- Perform cash flow modelling and financial projections using financial planning software
- Gather, verify, and organize client financial information, including risk profiles, financial goals, income, assets, liabilities, and existing portfolios
- Liaise with product providers to obtain quotations, policy illustrations, and relevant product information
- Ensure all financial recommendations comply with applicable regulatory requirements and internal compliance standards
- Maintain accurate and up-to-date client records within the CRM system
- Support Financial Advisors in preparing for client meetings, annual reviews, and portfolio discussions
- Stay updated on market developments, regulatory changes, and new financial products
- Assist in implementing approved financial plans and managing related administrative processes
Skills:
- Strong understanding of mutual funds, insurance, taxation, retirement planning, and investment products
- Excellent analytical, numerical, and financial report-writing skills
- High attention to detail with strong organizational and documentation abilities
- Ability to manage multiple client cases while meeting deadlines
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel and financial planning/CRM software is preferred
Paraplanner (Bangalore)
Financial Advisory
Bangalore
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Conduct research and analysis on financial products, investment options, pensions, insurance, and tax-efficient strategies
- Prepare comprehensive financial plans, suitability reports, and recommendation documents for Financial Advisors
- Perform cash flow modelling and financial projections using financial planning software
- Gather, verify, and organize client financial information, including risk profiles, financial goals, income, assets, liabilities, and existing portfolios
- Liaise with product providers to obtain quotations, policy illustrations, and relevant product information
- Ensure all financial recommendations comply with applicable regulatory requirements and internal compliance standards
- Maintain accurate and up-to-date client records within the CRM system
- Support Financial Advisors in preparing for client meetings, annual reviews, and portfolio discussions
- Stay updated on market developments, regulatory changes, and new financial products
- Assist in implementing approved financial plans and managing related administrative processes
Skills:
- Strong understanding of mutual funds, insurance, taxation, retirement planning, and investment products
- Excellent analytical, numerical, and financial report-writing skills
- High attention to detail with strong organizational and documentation abilities
- Ability to manage multiple client cases while meeting deadlines
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel and financial planning/CRM software is preferred
Paraplanner (Pune)
Financial Advisory
Pune
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Conduct research and analysis on financial products, investment options, pensions, insurance, and tax-efficient strategies
- Prepare comprehensive financial plans, suitability reports, and recommendation documents for Financial Advisors
- Perform cash flow modelling and financial projections using financial planning software
- Gather, verify, and organize client financial information, including risk profiles, financial goals, income, assets, liabilities, and existing portfolios
- Liaise with product providers to obtain quotations, policy illustrations, and relevant product information
- Ensure all financial recommendations comply with applicable regulatory requirements and internal compliance standards
- Maintain accurate and up-to-date client records within the CRM system
- Support Financial Advisors in preparing for client meetings, annual reviews, and portfolio discussions
- Stay updated on market developments, regulatory changes, and new financial products
- Assist in implementing approved financial plans and managing related administrative processes
Skills:
- Strong understanding of mutual funds, insurance, taxation, retirement planning, and investment products
- Excellent analytical, numerical, and financial report-writing skills
- High attention to detail with strong organizational and documentation abilities
- Ability to manage multiple client cases while meeting deadlines
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel and financial planning/CRM software is preferred
Paraplanner (Thane)
Financial Advisory
FPC- Thane
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Conduct research and analysis on financial products, investment options, pensions, insurance, and tax-efficient strategies
- Prepare comprehensive financial plans, suitability reports, and recommendation documents for Financial Advisors
- Perform cash flow modelling and financial projections using financial planning software
- Gather, verify, and organize client financial information, including risk profiles, financial goals, income, assets, liabilities, and existing portfolios
- Liaise with product providers to obtain quotations, policy illustrations, and relevant product information
- Ensure all financial recommendations comply with applicable regulatory requirements and internal compliance standards
- Maintain accurate and up-to-date client records within the CRM system
- Support Financial Advisors in preparing for client meetings, annual reviews, and portfolio discussions
- Stay updated on market developments, regulatory changes, and new financial products
- Assist in implementing approved financial plans and managing related administrative processes
Skills:
- Strong understanding of mutual funds, insurance, taxation, retirement planning, and investment products
- Excellent analytical, numerical, and financial report-writing skills
- High attention to detail with strong organizational and documentation abilities
- Ability to manage multiple client cases while meeting deadlines
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel and financial planning/CRM software is preferred
Paraplanner (Noida)
Financial Advisory
Noida
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Conduct research and analysis on financial products, investment options, pensions, insurance, and tax-efficient strategies
- Prepare comprehensive financial plans, suitability reports, and recommendation documents for Financial Advisors
- Perform cash flow modelling and financial projections using financial planning software
- Gather, verify, and organize client financial information, including risk profiles, financial goals, income, assets, liabilities, and existing portfolios
- Liaise with product providers to obtain quotations, policy illustrations, and relevant product information
- Ensure all financial recommendations comply with applicable regulatory requirements and internal compliance standards
- Maintain accurate and up-to-date client records within the CRM system
- Support Financial Advisors in preparing for client meetings, annual reviews, and portfolio discussions
- Stay updated on market developments, regulatory changes, and new financial products
- Assist in implementing approved financial plans and managing related administrative processes
Skills:
- Strong understanding of mutual funds, insurance, taxation, retirement planning, and investment products
- Excellent analytical, numerical, and financial report-writing skills
- High attention to detail with strong organizational and documentation abilities
- Ability to manage multiple client cases while meeting deadlines
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel and financial planning/CRM software is preferred
Paraplanner (Gurgaon)
Financial Advisory
Gurgaon
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Conduct research and analysis on financial products, investment options, pensions, insurance, and tax-efficient strategies
- Prepare comprehensive financial plans, suitability reports, and recommendation documents for Financial Advisors
- Perform cash flow modelling and financial projections using financial planning software
- Gather, verify, and organize client financial information, including risk profiles, financial goals, income, assets, liabilities, and existing portfolios
- Liaise with product providers to obtain quotations, policy illustrations, and relevant product information
- Ensure all financial recommendations comply with applicable regulatory requirements and internal compliance standards
- Maintain accurate and up-to-date client records within the CRM system
- Support Financial Advisors in preparing for client meetings, annual reviews, and portfolio discussions
- Stay updated on market developments, regulatory changes, and new financial products
- Assist in implementing approved financial plans and managing related administrative processes
Skills:
- Strong understanding of mutual funds, insurance, taxation, retirement planning, and investment products
- Excellent analytical, numerical, and financial report-writing skills
- High attention to detail with strong organizational and documentation abilities
- Ability to manage multiple client cases while meeting deadlines
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel and financial planning/CRM software is preferred