3 Financial planning Jobs in Delhi, NCR and Gurgaon | Financial planning Job openings in Delhi, NCR and Gurgaon

Job role: FP&A Analyst

Location: Noida, Chennai, India

Employment Type: Full Time with NAM Info Pvt Ltd (Payroll)

Experience: 4+

Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.

Key responsibilities:

A. Planning & Budgeting

• Manage driver-based budgeting models

• Consolidate and validate P&L, Balance Sheet, and key ratios

• Support business units in preparing planning submissions and review packs

• Execute cost allocation models, Maintain allocation drivers,

B. Variance Analysis

• Actual vs Budget / Forecast analysis

• MoM and YoY movement analysis

• Cost center-level variance breakdowns

• Volume / rate / mix analysis

C. Forecasting

• Prepare monthly rolling forecasts

• Update outlook based on performance, macro factors, and business inputs

• Maintain driver-based and scenario-integrated forecasting models

D. Scenario Analysis & Stress Testing

• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)

• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)

• Quantify capital and liquidity impacts

• Prepare governance & committee packs

E. Governance & Reporting

• Produce segment/customer profitability reports

• Draft variance commentary (templated/automated)

• Highlight key drivers and anomalies

• Prepare Board / ExCo packs

• Identify risks and opportunities in financial plans

• Validate data integrity and consistency across models

Job Title: SEBI Registered Investment Advisor (RIA)

Location: Noida

Job Summary

We are seeking a SEBI Registered Investment Advisor (RIA) to provide independent, unbiased financial and investment advice to clients in accordance with SEBI (Investment Advisers) Regulations, 2013. The advisor will assess client financial goals, risk tolerance, and investment horizon to develop personalized investment strategies while ensuring full regulatory compliance.

Key Responsibilities

·Provide independent and client-centric investment advice across asset classes such as equities, mutual funds, bonds, ETFs, and alternative investments.

·Conduct financial planning and portfolio analysis based on clients’ financial goals, income, liabilities, and risk appetite.

·Develop and implement investment strategies and asset allocation plans.

·Ensure full compliance with SEBI (Investment Advisers) Regulations and Code of Conduct.

·Maintain detailed client risk profiling and suitability assessments.

·      Prepare and deliver portfolio performance reports and periodic reviews

·Stay updated on market trends, economic developments, and regulatory changes.

·Maintain proper documentation, records, and disclosures as required by SEBI.

·Educate clients on investment risks, diversification, and long-term financial planning.

·Avoid conflicts of interest and maintain complete transparency in advisory services.

Required Qualifications

· SEBI Registered Investment Advisor certification or eligibility for RIA registration.

·Certification from NISM Series X-A and X-B (Investment Adviser Level 1 & Level 2) or equivalent recognized qualification.

·Bachelor’s or master’s degree in finance, economics, business administration, commerce, or a related field.

Experience

·Minimum 5-8 years of experience in financial advisory, wealth management, or investment research.

Regards,

Radhika Sharma

HR Manager

Estabizz Fintech private limited

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