Karnataka Financial planner Jobs – 131 Open Jobs Today

Financial Planning Analyst
Valenta —Bengaluru, Karnataka
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
5d
Business Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
Lead Consultant(Product/Domain)
HCLTech —Bengaluru, Karnataka
- SQL
- Analysis skills
- Continuous improvement
3d
Platform Analyst - Securities Services
HSBC Global Services Limited —Bengaluru, Karnataka
- Full-time
- Microsoft Office
- Analysis skills
- Bachelor's degree
12d
Associate-Store Planner
Tesco India —Bengaluru, Karnataka
- Full-time
- Microsoft Office
- Health insurance
- Paid sick time
11d
SAP
Tata Consultancy Services —Bengaluru, Karnataka
- Finance
- Bachelor's degree
- Cash handling
1d
Senior Consultant - Project Management
WSP —Bengaluru, Karnataka
- Hybrid work
- PMP
- Project management
- Agile
2d
Principal Program Manager
Synaptics —Bengaluru, Karnataka
- Master's degree
- Analysis skills
- Electrical experience
6d
Principal Engineer - Roads
WSP —Bengaluru, Karnataka
- Hybrid work
- Writing skills
- Agile
Project Director - Roads
WSP —Bengaluru, Karnataka
- Hybrid work
- PMP
- Project management
- Agile
3d
Lead Analyst - Process Analytics - F&A 4C
Genpact India Pvt. Ltd. —Bengaluru, Karnataka
- Full-time
- Hybrid work
- Computer Science
- English
- Master's degree
Quick apply
3d
Cluster Head - Rest of Karnataka
PERNOD RICARD INDIA PRIVATE LIMITED —Bengaluru, Karnataka
- Full-time
- Finance
- Leadership
Quick apply
7d
Workforce Enablement Specialist
London Stock Exchange Group —Bengaluru, Karnataka
- Full-time
- Analysis skills
- Communication skills
- Health insurance
Technical Director - Architecture
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- English
- Agile
3d
SharePoint and Power Platform Solution Architect
AceNet Consulting —Bengaluru, Karnataka
- Azure
- AWS
- JavaScript
1d
Principal Engineer - Drainage
WSP —Bengaluru, Karnataka
- Hybrid work
- Project management
- Mentoring
- Agile
Inventory Intelligence & Planning Platform Leader
Lenskart —Bengaluru, Karnataka
- Full-time
- Master's degree
- Bachelor's degree
- Machine learning
Quick apply
Deputy CEO
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Finance
- Master's degree
- In-person
Associate - Geotechnical Engineering
WSP —Bengaluru, Karnataka
- Hybrid work
- Civil engineering
- Master's degree
- Bachelor's degree
9d
Associate - Architecture
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- English
- Agile

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Financial Planning Analyst

Valenta
Bengaluru, Karnataka

Apply Now

Job details

Full-time
5 days ago

Benefits

Provident Fund
Health insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Finance
Master's degree
Smartsheet
Data entry
MBA
Chartered Financial Analyst
Communication skills

Full job description

Job Information

Industry

Financial Services

Current Openings

Job Type

Full time

Work Experience

0-1 years

Salary

As per Industry Norms

Date Opened

07/08/2026

Hiring Manager

Vaibhav Gupta

City

Bangalore North

State/Province

Karnataka

Country

India

Zip/Postal Code

560097

Job Description

Financial Planner - UK

Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm

Location - Mohali / Bangalore / Vizag / Delhi

Role dimensions

Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans.
Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
Accompanying advisory team for meetings and review.

Knowledge & Skills

In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc.)
Excellent communication skills
Good working knowledge of Microsoft office – Excel, word and PowerPoint.
Ability to foster and cultivate relationships with existing and prospective customers.
Ability to work with a team.

Primary Responsibility

Receiving the task from the Advisers
Capturing the task request into the Smartsheet
Understanding the End users and Advisers requirement (Needs and expectations vs. Advice)
Review of End users’ details to determine missing information
Data Collection - Determining & collection of additional information (super & insurance research activity)
Contacting the adviser for clarification / additional information
Data entry
Report Generation & editing
Managing team
Review of report for Quality check
Team Management
Management reporting
Maintain client communication
Get client feedback
Finalization of Financial reports for End users
Schedule training programs
Conduct interviews
Management report generation
Access and utilize client reports
Conduct exit interview
Team approvals – attendance, asset take home, travel allowance.
Authorize to conduct appraisal report.
Access to copy of client agreement.

Requirements

Minimum requirements

MBA (Finance), CFP (Pursuing) or CFA (Pursuing), NSE Certifications.
Well versed with investment and insurance concepts.
Proficient in MS Office suite.
Excellent Communication skills (Oral and Written)

Benefits

Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:

Professional Certifications offered based on interest and career progression.
Team Building Activities.
6 Month’s Paid Maternity Leave.
Professional Development Training programs offered as part of Career Growth.
Great Rewards and Recognition for star performers.
Be part of a Centre of Excellence like no other.
International Travel Opportunities – Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.
Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).
Join a World Class Organization that puts employees first.

Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. – Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.

Apply Now

Refine Your Search

financial planner jobs in karnataka

Financial Planning Analyst

Business Analyst

Lead Consultant(Product/Domain)

Platform Analyst - Securities Services

Associate-Store Planner

SAP

Senior Consultant - Project Management

Principal Program Manager

Principal Engineer - Roads

Project Director - Roads

Lead Analyst - Process Analytics - F&A 4C

Cluster Head - Rest of Karnataka

Workforce Enablement Specialist

Technical Director - Architecture

SharePoint and Power Platform Solution Architect

Principal Engineer - Drainage

Inventory Intelligence & Planning Platform Leader

Deputy CEO

Associate - Geotechnical Engineering

Associate - Architecture

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