9 Financial Planning jobs in Chennai

Responsibilities:

1. Preparation of Annual Operating Budget

a. Collect the inputs from each plant team and update the inputs in the Budget template

b. Validate the input sheets with the PAT team and update changes as per the requirement

c. Finalize the budget numbers and share Budget files with the respective plant team

2. Preparation of Budgeted TBs for all entities and Dividend & TSA commitment workings

a. After budget finalization, preparation of TBs and share final dividend & TSA commitments to corporate as per the shared template

3. Preparation of budget upload documents after budget to upload in FM module- S4hana

a. Prepare plant-wise upload document in a template

b. Upload the budget for the following year in the FM module

4. Valuation exercise

a. Preparation of budget files till plant life for valuation purposes

b. Upload data in the FMT module

c. Write up comments for PYB vs CYB

d. Address corporate team queries

5. Month-end closing activities - To arrange a review call with PAT and Finance

a. Circulate the review comments with the TPO team and

b. Ensure all the comments were addressed

c. Update summary and share monthly results with the regional head and PAT

6. Prepare and do the analysis of MIS files

a. Prepare variance analysis file along with major input details

b. Share the MIS file with the plant team before the 4th of the following month and address any queries if any

7. Monthly flash report comments for corporate

a. Write review comments for MTD numbers and YTD numbers compared with budget numbers for different plants under C&E Cluster

8. Budget stoppers resolution: Resolve budget issues from the plant and TPO team

9. Prepare PPT files: For review call with EVP and plant team

10. Other small assignment

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :

Wealth Relationship Manager

Grade: VP/SVP

Location: Chennai

Individual & Playing Captain Role both profiles are available

Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role.

CTC: Open up to 75 LPA

Job Purpose

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables

1. Critical

• Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Responsible for business development through acquisition of high net-worth clients.
• Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

1. Routine

• Analyse client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk appetite
• Provide regular updates to the immediate superior as and when required
• Create and enforce plans that will help meet the needs of the customer.

Role Requirements

• Educational Qualifications: Graduation / Post Graduation in any discipline
• Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
• Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
• IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

• Bachelor's or Master's degree in Statistics, Mathematics, Computer Science, Economics, or a related quantitative field.
• Minimum of 5 years of experience as a Data Analyst or in a similar analytical role.
• Proven experience in the financial services industry is a strong plus.
• Expert proficiency in SQL for data extraction and manipulation.
• Strong programming skills in Python or R for statistical analysis and data modeling.
• Experience with data visualization tools such as Tableau, Power BI, or similar.
• Solid understanding of statistical concepts, hypothesis testing, and regression analysis.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong communication and presentation skills, with the ability to explain complex data to diverse audiences.
• Experience with large datasets and database management.

• Develop, implement, and deploy sophisticated machine learning models and statistical algorithms to solve complex business problems.
• Analyze large, complex datasets from various sources to identify trends, patterns, and actionable insights related to customer behavior, market dynamics, and operational efficiency.
• Design and conduct A/B tests and other experiments to validate hypotheses and measure the impact of implemented solutions.
• Collaborate closely with business stakeholders, product managers, and engineering teams to define project requirements and deliver data-driven solutions.
• Clean, transform, and preprocess large datasets, ensuring data quality and integrity for analysis and modeling.
• Communicate complex analytical findings and recommendations effectively to both technical and non-technical audiences through visualizations and presentations.
• Stay abreast of the latest advancements in data science, machine learning, and artificial intelligence, and evaluate their potential application within the organization.
• Mentor junior data scientists and contribute to the team's knowledge sharing and best practices.
• Develop and maintain robust data pipelines and analytical frameworks.
• Ensure the ethical and responsible use of data and AI technologies.
• Contribute to the development of data-driven strategies and roadmaps for the organization.

• Master's or Ph.D. in Computer Science, Statistics, Mathematics, Economics, or a related quantitative field.
• Minimum of 6 years of experience in data science, machine learning, or advanced analytics, with a strong focus on financial services.
• Proven experience in developing and deploying machine learning models (e.g., regression, classification, clustering, time series forecasting, deep learning).
• Proficiency in programming languages such as Python or R, and experience with relevant libraries (e.g., scikit-learn, TensorFlow, PyTorch, Pandas, NumPy).
• Expertise in SQL and experience working with large-scale databases and data warehousing solutions.
• Strong understanding of statistical concepts and experimental design.
• Excellent data visualization skills (e.g., Matplotlib, Seaborn, Tableau).
• Strong problem-solving abilities and a keen business acumen.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams.
• Experience with big data technologies (e.g., Spark, Hadoop) is a plus.

• Lead the development and execution of strategic initiatives for financial services clients, focusing on areas such as digital transformation, regulatory compliance, risk management, and market entry.
• Manage client relationships at the executive level, building trust and acting as a trusted advisor.
• Oversee project teams, ensuring the delivery of high-quality insights and actionable recommendations.
• Conduct rigorous analysis of market trends, competitive landscapes, and client performance data.
• Develop compelling business cases and strategic roadmaps.
• Facilitate workshops and lead discussions with senior client stakeholders.
• Contribute to the growth of the firm's Financial Services practice through thought leadership and business development efforts.
• Mentor and develop junior consultants.

• MBA or advanced degree in Finance, Economics, or a related field.
• Minimum of 10-12 years of experience in management consulting or a senior strategic role within the financial services industry.
• Deep understanding of banking, insurance, or capital markets operations and trends.
• Proven track record of successfully leading complex, multi-faceted strategic projects.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Outstanding communication, presentation, and interpersonal skills, with the ability to influence senior executives.
• Demonstrated leadership capabilities and experience managing teams.
• Ability to work effectively in a hybrid model, requiring travel to client sites as needed, primarily in the Chennai, Tamil Nadu, IN region.

• Develop and maintain complex financial models for forecasting, budgeting, and scenario analysis.
• Prepare detailed monthly, quarterly, and annual financial reports and presentations.
• Conduct in-depth variance analysis, identifying key drivers of financial performance.
• Support strategic planning processes by providing financial insights and recommendations.
• Analyze market trends, competitive landscapes, and economic conditions.
• Monitor and report on key performance indicators (KPIs) across various business units.
• Assist in the preparation of board materials and investor relations presentations.
• Identify opportunities for cost savings and operational efficiencies.
• Collaborate with cross-functional teams to gather financial data and provide support.
• Contribute to the continuous improvement of financial processes and systems.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• MBA or professional certification (e.g., CFA, CMA) is a plus.
• 5-7 years of experience in financial analysis, corporate planning, or strategic finance.
• Advanced proficiency in Microsoft Excel, including financial modeling, data analysis, and visualization.
• Experience with ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Tableau, Power BI).
• Strong understanding of accounting principles and financial statements.
• Excellent analytical, problem-solving, and quantitative skills.
• Effective communication and presentation abilities, with the capacity to explain complex financial concepts to diverse audiences.
• Ability to work independently and manage multiple projects in a remote environment.