Bengaluru Karnataka Financial planner Jobs – 108 Open Jobs Today

Specialist - BCM - Asset & Wealth Management 4A
Genpact India Pvt. Ltd. —Bengaluru, Karnataka
- Full-time
- English
- Finance
- Master's degree
Quick apply
Associate Planner
Target —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Organizational skills
- Leadership
Associate Planner PIM-1
Target —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
- Organizational skills
- Leadership
Wealth Manager
Optymoney —Hebbal, Bengaluru, Karnataka
- ₹2,34,770.62 - ₹4,50,000.00 a year
- Full-time
- Microsoft Excel
- Finance
- Master's degree
Quick apply
4d
Planner PIM
Target —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Merchandising
- Master's degree
Financial Advisor (Client Relationship)
Big Bee Consultant —Bengaluru, Karnataka
- ₹7,00,000 - ₹20,00,000 a year
- Microsoft Powerpoint
- Customer service
- Microsoft Office
Assistant, Project Management
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- PMP
- Engineering
Market Expert(Urban Planning and Infrastructure)
Two95 International Inc. —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Quick apply
2d
Associate - Fulfilment Planner
Tesco India —Bengaluru, Karnataka
- Full-time
- English
- Microsoft Office
- Bachelor's degree
- Health insurance
- Paid sick time
18h
Commercial Modeller – Price to Win
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- English
- Business development
Assistant Analyst - Research
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Research
5d
Central Operations Planner – Analyst
Accenture —Bengaluru, Karnataka
- Full-time
- Hospitality
- English
- Microsoft Office
5d
Principal Consultant -Quantity Surveying
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Master's degree
10d
Workforce Strategy Manager
LSEG (London Stock Exchange Group) —Bengaluru, Karnataka
- Full-time
- SQL
- Communication skills
- Analytics
- Health insurance
Head – Architects
WSP —Bengaluru, Karnataka
- Hybrid work
- Business development
- Project management
- Agile
Demand Planner-1
Target —Bengaluru, Karnataka
- Full-time
- Master's degree
- Analysis skills
- Bachelor's degree
3d
Planner Advisory
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
- Work from home
Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home
Sr Analyst Planning & Inventory Ops
Target —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Microsoft Office
- Master's degree
11d
Associate Wedding Planner
Meragi —Bengaluru, Karnataka
- ₹4,00,000 - ₹5,50,000 a year
- Full-time
- Customer service
- Organizational skills
- Budgeting
Quick apply
3d

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Specialist - BCM - Asset & Wealth Management 4A

Genpact India Pvt. Ltd. -
Bengaluru, Karnataka

Quick apply

Job details

Full-time

Qualifications

Economics
English
Finance
Master's degree
Bachelor's degree
MA
Business Administration
Chartered Financial Analyst
BA
Banking

Full job description

Specialist - BCM - Asset & Wealth Management

Ready to turn bold ideas into real-world impact?
At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. Whether tackling complex challenges through large-scale models or agentic AI, our breakthrough solutions tackle companies’ most complex challenges.

If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what’s possible, this is your moment.

Genpact (NYSE: G) is an agentic and advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity at its core, we deliver lasting value for the world’s leading enterprises.
Get to know us at genpact.com and on LinkedIn, YouTube, X, and Facebook.

Job Description

Responsibilities: Process daily statement feed data, including reconciliation of positions and transactions with statements. Operate performance and related software systems to ensure accurate data handling. Aggregate data for performance measurement and analysis, providing insights on asset performance. Analyze custodian statements and formats, ensuring data consistency and accuracy. Map transactions to the correct treatment, identifying holding asset types and applying standard rules. Validate returns, perform QA checks, and correct data errors to maintain high-quality outputs. Support performance calculations and billing processes, implementing fixes and following established procedures.

Qualifications

Bachelors - Commerce, Bachelors - Economics, Bachelors - Finance, Masters - Business Administration, Masters - Business Analytics

Certifications

Certified Financial Analyst (CFA) - SkillabSkillab, Certified Financial Planner (CFP) - Servico Brasileiro de Apoio as Micro e Pequenas Empresas (SEBRAE)Servico Brasileiro de Apoio as Micro e Pequenas Empresas (SEBRAE), Certified Regulatory and Compliance Professional (CRCP) - JSS UniversityJSS University, Certified Regulatory Compliance Manager (CRCM) - The International Association of Risk and Compliance Professionals (IARCP)The International Association of Risk and Compliance Professionals (IARCP), Certified Risk Professional (CRP) - UdemyUdemy

Required Skills

Asset Management, Banking Capital Markets, Risk Management, Wealth Management

Language

English (Required)

Language Proficiency -

Upper Intermediate - B2

Additional Job Location -

Job Type

Regular

Master Skill List -

BCM - Asset & Wealth Management

Remote Type -

Office

Work Shift -

Night Job (India)

Why join Genpact?

Lead AI-powered transformation – Drive innovation and solve real-world business challenges that matter
Make an impact – Help global enterprises solve business challenges that matter
Accelerate your career – Gain hands-on experience, mentorship, and world-class learning opportunities to stay ahead
Work with the best – Join 140,000+ bold thinkers and problem-solvers who push boundaries every day
Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress

Come join the 140,000+ coders, tech shapers, and growth makers at Genpact and take your career in the only direction that matters: Up.
Let’s build tomorrow together.

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.
Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Quick apply

Refine Your Search

financial planner jobs in bengaluru karnataka

Specialist - BCM - Asset & Wealth Management 4A

Associate Planner

Associate Planner PIM-1

Wealth Manager

Planner PIM

Financial Advisor (Client Relationship)

Assistant, Project Management

Market Expert(Urban Planning and Infrastructure)

Associate - Fulfilment Planner

Commercial Modeller – Price to Win

Assistant Analyst - Research

Central Operations Planner – Analyst

Principal Consultant -Quantity Surveying

Workforce Strategy Manager

Head – Architects

Demand Planner-1

Planner Advisory

Planner Head

Sr Analyst Planning & Inventory Ops

Associate Wedding Planner

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