Karnataka Financial planner Jobs – 116 Open Jobs Today

Business Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
9d
Associate Planner PIM-2
Target —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Microsoft Office
- SQL
2d
Business Analyst - SharePoint
Thakral One —Bengaluru, Karnataka
- Full-time
- Computer Science
- Analysis skills
- Bachelor's degree
Quick apply
Head – Architects
WSP —Bengaluru, Karnataka
- Hybrid work
- Business development
- Project management
- Agile
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
MS Sharepoint
Virtusa —Bengaluru, Karnataka
- Computer Science
- Analysis skills
- Bachelor's degree
2d
Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home
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
Team Leader- Lighting & Energy
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Microsoft Excel
- Computer literacy
Global IT Infrastructure Workplace Technical Service Manager
Avolta —Bengaluru, Karnataka
- Azure
- Analysis skills
- SharePoint
Engineer- Fire and Life Safety
WSP —Bengaluru, Karnataka
- Hybrid work
- B.Sc
- Project management
- Bachelor's degree
14d
Global Front End Specialist-VOIS
Vodafone —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
Senior IT Analyst Applications (ERP LN Consultant)
Caterpillar —Bengaluru, Karnataka
- Full-time
- ERP systems
- Databases
- Analysis skills
Specialist - Workforce Strategy
LSEG (London Stock Exchange Group) —Bengaluru, Karnataka
- Full-time
- Finance
- SQL
- Leadership
- Health insurance
Senior Associate - Buying Assistant
Tesco India —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Merchandising
- Bachelor's degree
- Health insurance
- Paid sick time
1d
Environmental Consultant
WSP —Bengaluru, Karnataka
- Hybrid work
- English
- Master's degree
- Analysis skills
10d
Program Head
Thoucentric —Bengaluru, Karnataka
- Full-time
- PMP
- Master's degree
- Bachelor's degree

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

Senior Administrator jobs in Bengaluru, Karnataka

IT Infrastructure Manager jobs in Bengaluru, Karnataka

Fire Engineer jobs in Bengaluru, Karnataka

Business Analyst jobs in Bengaluru, Karnataka

Planner jobs in Bengaluru, Karnataka

Senior IT Consultant jobs in Bengaluru, Karnataka

Architect jobs in Bengaluru, Karnataka

Environmental Consultant jobs in Bengaluru, Karnataka

Front End Associate jobs in Chennai, Tamil Nadu

Front Office jobs in Amritsar, Punjab

Front End Developer jobs in Thiruvananthapuram, Kerala

Legal Associate jobs in Pune, Maharashtra

Front End Associate jobs in Mogappair, Chennai, Tamil Nadu

Operations Associate jobs in Remote

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

Assistant Buyer jobs in Chennai, Tamil Nadu

Business Analyst

PeakAlpha Investment Services Pvt. Ltd.
Bengaluru, Karnataka

Apply Now

Job details

9 days ago

Qualifications

Business analysis
Research
Analysis skills
Bachelor's degree
AI
Communication skills
Negotiation

Full job description

Business Analyst

About Us – PeakAlpha is an award winning, SEBI-registered, Mutual Fund Distributor and wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Twenty years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates.

People are at the center of what we do because money ultimately must work for people and help them realize their goals.

With state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional journeys, families and individuals.

PeakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives.

Job Location – Bangalore (Hybrid)

Reporting to – Vice President

Key Responsibilities:

Gather, analyse, and document business requirements from stakeholders.
Prepare Business Requirement Documents (BRD), Functional Requirement Documents (FRD), user stories, and process flows.
Coordinate with development teams and stakeholders to ensure successful project delivery.
Conduct UAT (User Acceptance Testing) and validate business requirements.
Analyse data to identify trends, opportunities, and areas for improvement.
Monitor external technology partners and report project progress, ensuring alignment with business goals.
Familiarity with business process analysis and documentation of current processes.
Familiarity with data analysis and business analysis tools.
Hands-on experience with AI tools such as ChatGPT, Claude, Gemini, Microsoft Copilot, and Perplexity.
Ability to leverage AI tools for requirement gathering, documentation, research, and productivity enhancement.
Experience using AI-powered tools for creating interactive UI prototypes, wireframes, and user journeys.
Understanding of prompt engineering and AI-assisted application design.
Ability to identify opportunities for AI adoption, automation, and process optimization.

Qualifications –

Minimum 2 years of relevant experience
Graduate in any discipline, post-graduation will be an added advantage
Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B will be an added advantage

Required Skills-

Keen interest to learn and grow as a financial advisor
Excellent communication, interpersonal and listening skills
Negotiation and influencing skills as well as determination and tenacity
Attention to detail
Research and analytical skills
Ability to engage with people and build deep and high-quality relationships

**Please send your resumes to [email protected] and be part of an organization that is on a high growth trajectory! **

***We are an Equal opportunity employer***

Apply Now

Refine Your Search

financial planner jobs in karnataka

Business Analyst

Associate Planner PIM-2

Business Analyst - SharePoint

Head – Architects

Senior Certinia PSA Cloud Administrator

Team Leader - Architect

Inventory Intelligence & Planning Platform Leader

MS Sharepoint

Planner Head

Planner Advisory

IN_MIVIN_Manager - Purchasing Template _IN

Team Leader- Lighting & Energy

Global IT Infrastructure Workplace Technical Service Manager

Engineer- Fire and Life Safety

Global Front End Specialist-VOIS

Senior IT Analyst Applications (ERP LN Consultant)

Specialist - Workforce Strategy

Senior Associate - Buying Assistant

Environmental Consultant

Program 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