CFP Jobs
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Corenza-Delhi
clients with pertinent information and insights regarding portfolio reviews, Systematic Investment Plans (SIPs), and other relevant financial discussions.Ideal candidate:Graduate with 1 to 3yrs experience - AFP/CFP/QPFPStrong oral and written communication...
Corenza-Delhi
Providing clients with pertinent information and insights regarding portfolio reviews, Systematic Investment Plans (SIPs), and other relevant financial discussions.
Ideal candidate:
• Graduate with 1 to 3yrs experience - AFP/CFP/QPFP
• Strong oral...
Anand Rathi Share and Stock Brokers Ltd-Mumbai
investment opportunities/financial market trend to determine whether they fit into client’s portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing...
Corenza-Hyderabad
within the organization such as Research, Financial Planning,Insurance and Operations to ensure prompt supply of information to the client.
Ideal candidate
• Postgraduate (AFP / CFP preferred) with NISM XA – XB
• Comprehensive understanding of finance...
Corenza-Hyderabad
within the organization such as Research, Financial Planning,Insurance and Operations to ensure prompt supply of information to the client.Ideal candidate- Postgraduate (AFP / CFP preferred) with NISM XA – XB
• Comprehensive understanding of finance...
AimsHR-Delhi
b Desired Candidate profile Designation Role Client Associate Experience 1 to 3 years xe2 x80 x99 experience Location Bangalore Mumbai Delhi Education Graduate with AFP CFP QPFP Industry Financial Services Personal Finance Job...
mncjobsindia.com -
Corenza-Hyderabad
such as Research, Financial Planning,Insurance and Operations to ensure prompt supply of information to the client. Ideal candidatePostgraduate (AFP / CFP preferred) with NISM XA – XBComprehensive understanding of finance and financial terms.
A passion for meeting...
Genpact-Kolhāpur
Bachelor's degree in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP) Should have experience with areas of Wealth Operations such as Reconciliation, Global Trades / Domestic Trades...
1 similar jobs: Amrāvati
Caring Click-India
and Generating leads through References. Potentials Candidates: Any Graduate/Post Graduate (preferably in Finance) with any other qualification / certification like CFP will be an advantage. NISM Certified Looking for potentials with an ability to engage clients...
foundit.in -
Genpact-Mumbai
Bachelor's degree in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP)
Should have experience with areas of Wealth Operations such as Reconciliation, Global Trades / Domestic Trades...
Genpact-Amrāvati
and reconciliation, fund accounting and tax
• Bachelor's degree in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP)
• Should have experience with areas of Wealth Operations...
6 similar jobs: Mumbai, Sāngli, Nagpur, Nashik, Solāpur...
DSP Eminence-India
To research investigate and update team on available investment opportunities financial market trend to determine whether they fit into clients portfolios - To coordinate with product and research team Centralize CFP Team for taking investment decision...
mncjobsindia.com -
Caring Click-India
and Generating leads through References. Potentials Candidates: Any Graduate/Post Graduate (preferably in Finance) with any other qualification / certification like CFP will be an advantage. NISM Certified Looking for potentials with an ability to engage clients...
foundit.in -
Genpact-Nashik
in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP)Should have experience with areas of Wealth Operations such as Reconciliation, Global Trades / Domestic Trades (Trade Capture...
2 similar jobs: Sāngli, Solāpur
Genpact-Nagpur
and reconciliation, fund accounting and tax
• Bachelor's degree in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP)
• Should have experience with areas of Wealth Operations...
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