Karnataka Financial planner Jobs – 108 Open Jobs Today

Financial Planning Analyst
Valenta —Bengaluru, Karnataka
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
5d
Senior Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
- Flexible schedule
Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule
Principal Program Manager
Synaptics Inc. —Bengaluru, Karnataka
- Full-time
- Master's degree
- Analysis skills
- Electrical experience
5d
Senior Engineer - Utilities
WSP —Bengaluru, Karnataka
- Hybrid work
- Project management
- Mentoring
- Agile
Material planner
ABB India Limited —Bengaluru, Karnataka
- Online application
- Electrical experience
- In-person
- Communication skills
Quick apply
10d
Billing - Team Lead
AECOM —Bengaluru, Karnataka
- Full-time
- Oracle
- ERP systems
- Finance
- Health insurance
- Paid time off
SAP
Tata Consultancy Services —Bengaluru, Karnataka
- Finance
- Bachelor's degree
- Cash handling
1d
Assistant Manager Global WFM
Sagility —Bengaluru, Karnataka
- Microsoft Excel
- Analysis skills
- Machine learning
9d
Business Strategy Intern ( Remote )
BlockDeliver —Karnataka
- Remote
- Sales
- Marketing
- Master's degree
- Flexible schedule
Quick apply
Wealth Advisor
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Communication skills
- Flexible schedule
Senior Consultant - Project Management
WSP —Bengaluru, Karnataka
- Hybrid work
- PMP
- Project management
- Agile
2d
Project Director - Roads
WSP —Bengaluru, Karnataka
- Hybrid work
- PMP
- Project management
- Agile
3d
Task Team Senior Plumbing
Arup —Bengaluru, Karnataka
- Online application
- AutoCAD
- Bachelor's degree
- Plumbing
7d
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
Portfolio Manager
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule
Technical Director - Architecture
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- English
- Agile
3d
Principal Engineer - Drainage
WSP —Bengaluru, Karnataka
- Hybrid work
- Project management
- Mentoring
- Agile
Deputy CEO
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Finance
- Master's degree
- In-person

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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

Senior Portfolio Analyst

Portfolio Analyst

Principal Program Manager

Senior Engineer - Utilities

Material planner

Billing - Team Lead

SAP

Assistant Manager Global WFM

Business Strategy Intern ( Remote )

Wealth Advisor

Senior Consultant - Project Management

Project Director - Roads

Task Team Senior Plumbing

Cluster Head - Rest of Karnataka

Workforce Enablement Specialist

Portfolio Manager

Technical Director - Architecture

Principal Engineer - Drainage

Deputy CEO

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