Karnataka Financial planner Jobs – 119 Open Jobs Today

Financial Advisor (Client Relationship)
Big Bee Consultant —Bengaluru, Karnataka
- ₹7,00,000 - ₹20,00,000 a year
- Microsoft Powerpoint
- Customer service
- Microsoft Office
Manager - Material Planning
Collins Aerospace —Bengaluru, Karnataka
- Full-time
- Engineering
- Bachelor's degree
- Manufacturing
6d
Lead Assortment Planner, India
Nike —Bengaluru Urban District, Karnataka
- Full-time
- Microsoft Excel
- Research
- Microsoft Office
Central Operations Planner – Analyst
Accenture —Bengaluru, Karnataka
- Full-time
- Hospitality
- English
- Microsoft Office
CPA Certified- Investment Advisor (WFH)
Outsource Bigdata —Bengaluru, Karnataka
- ₹15,00,000 - ₹30,00,000 a year
- Full-time
- Remote
- Finance
- Analysis skills
- AI
Senior Business Analyst - Securities Services
HSBC Global Services Limited —Bengaluru, Karnataka
- Full-time
- Analysis skills
- Project management
- Bachelor's degree
5d
Business Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
8d
Associate Planner PIM-1
Target —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Organisational skills
- Leadership
Assistant Analyst - Research
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Research
Associate Planner
Target —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Organisational skills
- Leadership
Platform Analyst - Securities Services
HSBC Global Services Limited —Bengaluru, Karnataka
- Full-time
- Microsoft Office
- Analysis skills
- Bachelor's degree
4d
Technical Lead, Lease Accounting
AECOM —Bengaluru, Karnataka
- Full-time
- Hybrid work
- Oracle
- Customer service
- English
- Health insurance
- Paid time off
Principal Project Manager
WSP —Bengaluru, Karnataka
- Hybrid work
- Engineering
- Master's degree
- Project management
14d
Business Analyst - SharePoint
Thakral One —Bengaluru, Karnataka
- Full-time
- Computer Science
- Analysis skills
- Bachelor's degree
Quick apply
Project Coordinator
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- Oracle
- PMP
Functional Project Manager - SC - CDO
Capco —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- PMP
Quick apply
5d
Principal Consultant - Commercial Management
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
14d
Senior Auditor
AECOM —Bengaluru, Karnataka
- Full-time
- Hybrid work
- English
- Finance
- Bachelor's degree
- Health insurance
- Paid time off
Head – Architects
WSP —Bengaluru, Karnataka
- Hybrid work
- Business development
- Project management
- Agile
Market Expert(Urban Planning and Infrastructure)
Two95 International Inc. —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Quick apply

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Financial Advisor (Client Relationship)

Big Bee Consultant
Bengaluru, Karnataka

Apply Now

Job details

₹7,00,000 - ₹20,00,000 a year

Qualifications

Microsoft Powerpoint
Customer service
B.Com
Microsoft Office
Business development
Bachelor's degree
BBA
Communication skills

Full job description

Industry: Personal Finance/Financial Planning
KEY RESPONSIBILITIES INCLUDE:
1. Identify client needs and provide them with right financial planning assistance and asset
allocation with the help of our Research & Financial Planner team.
2. An advisor needs to expand existing client relationships, improve client satisfaction,
strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth
Management while acquiring new clients as well.
3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
4. Recommend to clients strategies in cash management, insurance coverage,
investment planning, or other areas to help them achieve their financial
goals.
5. Implement financial planning recommendations and review clients' accounts and plans
regularly to determine whether life changes, economic changes, environmental concerns,
of financial performance indicate a need for plan reassessment.
6. Manage client portfolios which include products ranging from insurance,
mutual funds, hedge funds, real estate and fixed income.
7. Keeping client plans up-to-date and prepare or interpret for clientâ€™s information
such as investment performance reports, financial document summaries, or
income projections.
8. Interact with the various teams within the organization such as Research, Financial
Planning, Insurance and Operations to ensure prompt supply of information to the client.
9. Any other ad-hoc duties as directed
APPLICANT REQUIREMENTS:
1. Comprehensive understanding of finance and financial terms.
2. A passion for meeting people, networking and maintaining relationships.
3. Strong conversational and communication skills
4. Display empathy (customer service should come naturally) and listening skills.
5. Ability to convincingly put across ideas, both orally and in writing
6. Detailed understanding of MS Office â€“ Excel, Power point and Word
7. Attention to detail.
8. Travel within the city and sometimes outside.

Experience

5 - 10 Years

Salary

7 Lac To 20 Lac P.A.

Industry

Financial Services / Banking, Investments / Insurance / Stock Market / Loan

Qualification

B.B.A, B.Com

Key Skills

Financial Planning Client Relationship Business Development Wealth Manager Wealth Advisor Wealth Planning Officer Relationship Manager Wealth Management

Apply Now

Refine Your Search

financial planner jobs in karnataka

Financial Advisor (Client Relationship)

Manager - Material Planning

Lead Assortment Planner, India

Central Operations Planner – Analyst

CPA Certified- Investment Advisor (WFH)

Senior Business Analyst - Securities Services

Business Analyst

Associate Planner PIM-1

Assistant Analyst - Research

Associate Planner

Platform Analyst - Securities Services

Technical Lead, Lease Accounting

Principal Project Manager

Business Analyst - SharePoint

Project Coordinator

Functional Project Manager - SC - CDO

Principal Consultant - Commercial Management

Senior Auditor

Head – Architects

Market Expert(Urban Planning and Infrastructure)

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