Karnataka Financial planner Jobs – 93 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
Lead Assortment Planner, India
Nike —Bengaluru Urban District, Karnataka
- Full-time
- Microsoft Excel
- Research
- Microsoft Office
Business Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
9d
Assistant Analyst - Research
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Research
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
6d
Principal Consultant - Commercial Management
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
Head – Architects
WSP —Bengaluru, Karnataka
- Hybrid work
- Business development
- Project management
- Agile
Senior Auditor
AECOM —Bengaluru, Karnataka
- Full-time
- Hybrid work
- English
- Finance
- Bachelor's degree
- Health insurance
- Paid time off
Senior Certinia PSA Cloud Administrator
Five9 —Bengaluru, Karnataka
- Computer Science
- Salesforce
- Master's degree
Team Leader - Architect
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Management
- English
Inventory Intelligence & Planning Platform Leader
Lenskart —Bengaluru, Karnataka
- Full-time
- Master's degree
- Bachelor's degree
- Machine learning
Quick apply
S&OE Manager
TE Connectivity —Bengaluru, Karnataka
- Management
- Doctoral degree
- Sales
14d
Market Expert(Urban Planning and Infrastructure)
Two95 International Inc. —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Quick apply
Planner Advisory
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
- Work from home
IN_MIVIN_Manager - Purchasing Template _IN
Rexroth —Bengaluru, Karnataka
- Full-time
- Management
- English
- Master's degree
Quick apply
IN-Senior Associate_O9_ Supply Chain _Advisory_Bangalore
PwC —Bengaluru, Karnataka
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
12d
MS Sharepoint
Virtusa —Bengaluru, Karnataka
- Computer Science
- Analysis skills
- Bachelor's degree
1d
Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home

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

Research Analyst jobs in Bengaluru, Karnataka

Senior Administrator jobs in Bengaluru, Karnataka

Business Analyst jobs in Bengaluru, Karnataka

Senior Auditor jobs in Bengaluru, Karnataka

Senior Supply Chain Specialist jobs in Bengaluru, Karnataka

Architect jobs in Bengaluru, Karnataka

Commercial Manager jobs in Bengaluru, Karnataka

Supply Planner jobs in Bengaluru, Karnataka

Retail Store Planner jobs in Bengaluru, Karnataka

Wedding Planner, Jaipur jobs in Jaipur, Rajasthan

Wedding Planner, Internship jobs in Delhi, Delhi

Wedding Planner jobs in Kochi, Kerala

Urban Planner jobs in Noida, Uttar Pradesh

Transportation Planner jobs in Mumbai, Maharashtra

Urban Planner, Architect jobs in Kochi, Kerala

Event Planner jobs in Malleswaram, Bengaluru, Karnataka

Wedding Planner jobs in Mumbai, Maharashtra

Planner jobs in Chennai, Tamil Nadu

Certified Financial Planner, Cfp jobs in Mumbai, Maharashtra

Clinical Research jobs in 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)

Lead Assortment Planner, India

Business Analyst

Assistant Analyst - Research

Business Analyst - SharePoint

Project Coordinator

Functional Project Manager - SC - CDO

Principal Consultant - Commercial Management

Head – Architects

Senior Auditor

Senior Certinia PSA Cloud Administrator

Team Leader - Architect

Inventory Intelligence & Planning Platform Leader

S&OE Manager

Market Expert(Urban Planning and Infrastructure)

Planner Advisory

IN_MIVIN_Manager - Purchasing Template _IN

IN-Senior Associate_O9_ Supply Chain _Advisory_Bangalore

MS Sharepoint

Planner Head

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