Financial Analyst Pranamya Financials Services

1.0 - 31.0 years

1 - 2 Lacs

Jaiprakash Nagar, Nagpur

On-site

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Job Summary:We are looking for a Financial Analyst to join our growing team and support the advisory process through detailed analysis, portfolio evaluation, cash flow modeling, and research. The ideal candidate has strong analytical skills, a foundational understanding of personal finance and investments, and a client-first mindset. Key Responsibilities:Perform portfolio analysis and health checks for mutual fund and equity investments. Assist in developing and updating retirement planning models, goal-based financial plans, and cash flow maps. Conduct fundamental research on equity, debt, and hybrid instruments, and prepare internal notes. Analyze risk-return profiles and provide insights to improve asset allocation. Support data collection, cleansing, and visualization using Excel and Power BI. Prepare investment policy statements (IPS) and client presentations in collaboration with the advisory team. Track key economic, regulatory, and market trends and report implications for client portfolios. Maintain and enhance internal databases of mutual fund schemes, model portfolios, and risk metrics. Collaborate with the advisory and operations team to ensure timely plan execution. Qualifications: Post Graguate degree in Finance, Economics, Commerce, or related field (CFA/FRM/CQF/CALevel I preferred). 1–3 years of relevant experience in financial analysis, investment research, or advisory support. Solid understanding of mutual funds, equities, asset allocation, and personal finance principles. Advanced Excel skills; knowledge of Power BI or Python is a plus. Strong analytical thinking, attention to detail, and written communication skills. Familiarity with SEBI RIA regulations and financial planning processes is an advantage. Preferred Traits:Passion for personal finance and making a measurable impact in clients’ lives. Integrity, reliability, and willingness to learn in a small-team environment. Self-motivated with the ability to manage multiple tasks and tight deadlines. Fluent in English and Hindi or Marathi for client communications. What We Offer:Opportunity to work closely with a CFA/FRM/CQF-qualified advisor. Exposure to real-life financial planning and wealth management. Merit-based growth opportunities in a mission-driven firm. A collaborative and intellectually stimulating work culture.

Posted 22 hours ago

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Marketing Manager Shree Gajanan Construction

1.0 - 31.0 years

0 - 0 Lacs

Jaiprakash Nagar, Nagpur

Remote

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Telli calling online marketing

Posted 2 weeks ago

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Business Development Executive Pranamya Financials Services

0.0 - 31.0 years

1 - 2 Lacs

Jaiprakash Nagar, Nagpur

On-site

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We are seeking a dynamic and result-oriented Business Development Executive to drive revenue growth by identifying new business opportunities, building strong client relationships, and expanding our market presence. The ideal candidate should possess a keen understanding of the sales process and excel at researching leads, establishing contact, and closing deals. Key ResponsibilitiesLead Generation: Identify potential clients through cold calling, networking, social media, and other lead generation strategies. Client Acquisition: Develop and execute strategies to acquire new customers and grow market share. Relationship Management: Maintain strong relationships with existing clients to ensure repeat business and referrals. Sales Presentations: Conduct meetings and presentations to pitch products/services tailored to the client’s needs. Market Research: Monitor industry trends, market activities, and competitor behavior to identify opportunities. Sales Reporting: Maintain and update CRM tools with accurate sales data, pipeline status, and client interactions. Target Achievement: Meet or exceed monthly and quarterly sales targets and KPIs. Collaboration: Work closely with marketing, operations, and product teams to align on business strategies and client needs.

Posted 6 months ago

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