Karnataka Financial planner Jobs – 113 Open Jobs Today

Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home
Inventory Intelligence & Planning Platform Leader
Lenskart —Bengaluru, Karnataka
- Full-time
- Master's degree
- Bachelor's degree
- Machine learning
Quick apply
Specialist - Workforce Strategy
LSEG (London Stock Exchange Group) —Bengaluru, Karnataka
- Full-time
- Finance
- SQL
- Leadership
- Health insurance
Senior IT Analyst Applications (ERP LN Consultant)
Caterpillar —Bengaluru, Karnataka
- Full-time
- ERP systems
- Databases
- Analysis skills
Senior Engineer - Wet Utilities
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Laboratory experience
- Microsoft Office
Senior IT Analyst Applications (Supply Chain Business Analyst )
Caterpillar —Bengaluru, Karnataka
- Full-time
- Data analysis skills
- Research
- Master's degree
IN_MIVIN_Manager - Purchasing Template _IN
Rexroth —Bengaluru, Karnataka
- Full-time
- Management
- English
- Master's degree
Quick apply
Engineering Services Senior Analyst
Accenture —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Engineering
- Analysis skills
Program Head
Thoucentric —Bengaluru, Karnataka
- Full-time
- PMP
- Master's degree
- Bachelor's degree
Associate BIM MEP
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Master's degree
- Project management
Engineer- Fire and Life Safety
WSP —Bengaluru, Karnataka
- Hybrid work
- B.Sc
- Project management
- Bachelor's degree
14d
Engineer – Inventory Management
Baker Hughes —Bengaluru, Karnataka
- Full-time
- Remote
- Microsoft Excel
- Oracle
- Inventory management
- Flexible schedule
2d
Senior Product Manager
SatSure Analytics India —Bengaluru, Karnataka
- Construction experience
- AI
Planner Advisory
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
- Work from home
Ecommerce Specialist
Vimoksha Beverage Solutions Private Limited —Bengaluru, Karnataka
- From ₹25,000 a month
- Full-time
- Analysis skills
- Bachelor's degree
- In-person
Quick apply
wedding event business manager
GK VALE —Bengaluru, Karnataka
- ₹20,000 - ₹50,000 a month
- Full-time
- Business development
- Project management
- Bachelor's degree
Quick apply
Principal Engineer - Roads
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Word
- AutoCAD
- Civil engineering
13d
Environmental Consultant
WSP —Bengaluru, Karnataka
- Hybrid work
- English
- Master's degree
- Analysis skills
10d
Senior Manager, Implementation
Sitetracker —Bengaluru, Karnataka
- Salesforce
- Continuous improvement
- AI
Senior Associate - Buying Assistant
Tesco India —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Merchandising
- Bachelor's degree
- Health insurance
- Paid sick time
1d

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Planner Head

Dilzer Consultants
Bengaluru, Karnataka

Apply Now

Job details

Full-time

Benefits

Work from home

Qualifications

Financial planning
Microsoft Excel
.NET
Finance
Bachelor's degree
Financial concepts
Customer relationship management
Conversion optimisation
Relationship management
Business Administration
Leadership
Communication skills
Tax experience

Full job description

Position: Planner Head

Department: Planning & Advisory

Reports To: Chief Advisory Officer / Managing Partner

Location: Bangalore

Employment Type: Full-Time, Permanent

Overview

The Planner Head is a strategic leadership role responsible for team management, operational efficiency, process excellence, and client advisory outcomes. This position leads the planning function, mentors emerging talent, drives process improvements, and contributes to firm revenue growth and innovation.

Key Responsibilities

Team & Operations

Lead daily operations of the planning team, ensuring adherence to TAT (turnaround time) guidelines, process standards, and quality benchmarks
Allocate workload based on performance metrics and skill development needs, not preference
Establish and enforce accountability standards; conduct monthly performance reviews with individual planners
Create and maintain backup coverage for all critical functions to ensure business continuity
Implement workload balancing strategies to optimize team capacity and reduce bottlenecks

Leadership & Mentoring

Mentor at least 2 planners on decision-making frameworks, client advisory skills, and operational efficiency
Establish and strengthen the mentor–mentee framework with sub-reporting levels based on experience (<6 months, 6–12 months, >1 yr)
Identify and develop next-line leaders within the team
Lead client meetings independently; provide high-quality reporting and insights to senior management
Demonstrate independent resolution of at least 2 major operational issues per quarter

Client & Revenue

Ensure zero missed client follow-ups and maintain 95%+ client satisfaction metrics
Track client conversion rates by planner and provide insights to improve conversion pipelines
Conduct revenue-per-client analysis and identify upsell/cross-sell opportunities
Participate in at least 2 client meetings independently (by Q3) with documented feedback
Identify revenue generation possibilities and growth opportunities within the planning function

Performance & Reporting

Define and monitor measurable performance targets for self and team (TAT %, error rate, task completion rate, client conversion rate)
Provide monthly performance reports to reporting manager highlighting progress, roadblocks, and recommendations
Conduct quarterly performance reviews and present performance analysis to senior management
Ensure team achieves monthly performance targets with 90%+ consistency
Submit quarterly improvement proposals and track implementation success

Knowledge & Development

Attend training sessions and professional development programs to strengthen personal expertise
Apply learnings from training programs to team operations and client advisory
Create and share knowledge assets with the team (process guides, decision frameworks, case studies)
Stay updated on regulatory changes (SEBI, AMFI, tax law changes) relevant to client advisory
Build institutional knowledge that reduces team dependency on senior management

Qualifications

Required

Bachelor's degree in Finance, Commerce, Business Administration, or related field
Minimum 7+ years of experience in financial planning, advisory, or wealth management
Proven track record of team leadership or supervisory responsibilities
Strong knowledge of Indian tax law, NRI taxation, investment regulations (SEBI, mutual funds)
Excellent communication skills (written and verbal) with ability to explain complex financial concepts
Proficiency in MS Excel, data analysis, and reporting tools
Understanding of TAT management and process optimization
Ability to mentor and develop team members

Preferred

Certification: CFP (Certified Financial Planner), NISM XA AND XB
7+ years of experience in financial advisory with multi-team leadership
Experience with GIFT City investment structures or NRI-specific advisory products
Exposure to cross-border taxation and estate planning
Track record of process improvement or operational excellence initiatives
Experience with client relationship management (CRM) systems
Knowledge of AMFI and SEBI compliance requirements

Behavioral Expectations

Accountability: Own outcomes; escalate appropriately but lead with solutions
Transparency: Maintain open communication with team and senior management
Mentoring: Invest time in developing junior team members; share knowledge freely
Excellence: Maintain high standards for own work and team deliverables
Innovation: Proactively identify improvement opportunities; test and implement ideas
Client Focus: Prioritize client satisfaction and zero missed follow-ups
Compliance: Ensure all operations adhere to SEBI, AMFI, tax regulations, and firm policies
Collaboration: Work effectively with other departments (compliance, operations, finance)

Why Join Dilzer Consultants

Values & Culture

Ethical investment advisory with unwavering fiduciary responsibility
Open culture encouraging innovation, ideas, and initiatives toward personal and organizational fulfillment
Purpose-driven work making tangible difference in clients' lives

Work & Growth

Hybrid and extended work-from-home options based on Key Result Indicators (KRIs)
Continuous professional development and training opportunities
Exposure to diverse financial planning scenarios (NRI taxation, GIFT City structures, cross-border planning)

Impact & Career

Your ideas directly shape firm strategy and client advisory approaches
Ownership mentality with long-term client relationships and mutual benefits
Clear pathway to Senior Planner Head role, revenue-earning responsibility, and partnership eligibility (within 5 years)

How to Apply

Interested in joining Dilzer Consultants Pvt Ltd as a Planner Head?
Please submit your resume to: [email protected]
Email Subject Line: Planner Head Role
We look forward to hearing from talented advisors ready to lead strategic planning teams and grow toward partnership!

Apply Now

Refine Your Search

financial planner jobs in karnataka

Planner Head

Inventory Intelligence & Planning Platform Leader

Specialist - Workforce Strategy

Senior IT Analyst Applications (ERP LN Consultant)

Senior Engineer - Wet Utilities

Senior IT Analyst Applications (Supply Chain Business Analyst )

IN_MIVIN_Manager - Purchasing Template _IN

Engineering Services Senior Analyst

Program Head

Associate BIM MEP

Engineer- Fire and Life Safety

Engineer – Inventory Management

Senior Product Manager

Planner Advisory

Ecommerce Specialist

wedding event business manager

Principal Engineer - Roads

Environmental Consultant

Senior Manager, Implementation

Senior Associate - Buying Assistant

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