Karnataka Financial planner Jobs – 118 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
Associate Planner PIM-1
Target —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Organisational skills
- Leadership
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
Manager - Material Planning
Collins Aerospace —Bengaluru, Karnataka
- Full-time
- Engineering
- Bachelor's degree
- Manufacturing
6d
Associate Planner
Target —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Organisational skills
- Leadership
Lead Assortment Planner, India
Nike —Bengaluru Urban District, Karnataka
- Full-time
- Microsoft Excel
- Research
- Microsoft Office
Assistant Analyst - Research
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Research
Business Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
8d
Commercial Modeller – Price to Win
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- English
- Business development
Platform Analyst - Securities Services
HSBC Global Services Limited —Bengaluru, Karnataka
- Full-time
- Microsoft Office
- Analysis skills
- Bachelor's degree
4d
Business Analyst - SharePoint
Thakral One —Bengaluru, Karnataka
- Full-time
- Computer Science
- Analysis skills
- Bachelor's degree
Quick apply
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
Functional Project Manager - SC - CDO
Capco —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- PMP
Quick apply
6d
Project Coordinator
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- Oracle
- PMP
Senior Auditor
AECOM —Bengaluru, Karnataka
- Full-time
- Hybrid work
- English
- Finance
- Bachelor's degree
- Health insurance
- Paid time off
Principal Consultant - Commercial Management
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
14d
Associate Planner PIM-2
Target —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Microsoft Office
- SQL
1d
Head – Architects
WSP —Bengaluru, Karnataka
- Hybrid work
- Business development
- Project management
- Agile

I want to receive the latest job alerts for financial planner in karnataka

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near karnataka

Planner jobs in Bengaluru, Karnataka

Investment Consultant jobs in Bengaluru, Karnataka

Research Analyst jobs in Bengaluru, Karnataka

Platform Analyst jobs in Bengaluru, Karnataka

Business Analyst jobs in Bengaluru, Karnataka

Senior Auditor jobs in Bengaluru, Karnataka

Technical Lead jobs in Bengaluru, Karnataka

Architect jobs in Bengaluru, Karnataka

Commercial Manager jobs in Bengaluru, Karnataka

Operations Analyst jobs in Bengaluru, Karnataka

Event Planner jobs in Whitefield, Bengaluru, Karnataka

Certified Financial Planner, Cfp jobs in Bengaluru, Karnataka

Urban Planner, Architect jobs in Kerala

Planner jobs in Chennai, Tamil Nadu

Process Planner jobs in Pune, Maharashtra

District City Planner, Sirsa jobs in Sirsa, Haryana

Part Time Without Investment jobs in Surat, Gujarat

Investment Consultant jobs in Chennai, Tamil Nadu

Sap Consultant jobs in Pune, Maharashtra

Investment Consultant jobs in Mumbai, Maharashtra

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)

Associate Planner PIM-1

Central Operations Planner – Analyst

CPA Certified- Investment Advisor (WFH)

Manager - Material Planning

Associate Planner

Lead Assortment Planner, India

Assistant Analyst - Research

Business Analyst

Commercial Modeller – Price to Win

Platform Analyst - Securities Services

Business Analyst - SharePoint

Technical Lead, Lease Accounting

Principal Project Manager

Functional Project Manager - SC - CDO

Project Coordinator

Senior Auditor

Principal Consultant - Commercial Management

Associate Planner PIM-2

Head – Architects

I want to receive the latest job alerts for financial planner in karnataka

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected