CFP Jobs
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HDFC Life-Hyderabad
of risk management and regulatory compliance in the financial industry
Certifications such as CFP, CFA, or MBA in Finance are preferred
Previous experience in financial consulting or advisory roles...
HDFC Life-Hyderabad
of risk management and regulatory compliance in the financial industry
Certifications such as CFP, CFA, or MBA in Finance are preferred
Previous experience in financial consulting or advisory roles...
Puneet Pande-Mumbai
for Client and review existing insurance policy.
Desired candidate profile:
Graduate in any discipline with CFP Degree
Oral and written communication skills in English
Efficient at MS Office
Comfortable with use of technology...
Puneet Pande-Mumbai
for Client and review existing insurance policy.
Desired candidate profile:
Graduate in any discipline with CFP Degree
Oral and written communication skills in English
Efficient at MS Office
Comfortable with use of technology
Corenza-Mumbai
About Company
Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other...
Corenza-Mumbai
About Company
Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial...
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...
myMoneySage-Bangalore
must be a graduate or post-graduate in commerce or finance with CFP, CFA, CWM or NISM IA level I and II . You should have at least 3-5 years of experience in Comprehensive Financial Planning & Investment advisory working in an RIA or a Wealth...
Wealth First-Hyderabad
or related field Relevant certifications such as CFA or CFP are a plus
What We Offer
Career Growth Opportunities: A dynamic and growing organization with opportunities for professional career advancement.
Collaborative Culture: A supportive and inclusive...
Max Financial Services-Delhi
etc.
Essential Qualifications
• Graduate
Good to Have:
• Certifications in Financial markets like
• AMFI/CFP, Gender
• Female (Preferred)
• Minimum 1 Yrs. of experience in selling any financial products
Competence required:
• Good Communication...
foundit.in -
Anand Rathi Share and Stock Brokers Ltd-Hyderabad
acquisition
To research, investigate and update themselves 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...
Max Life Insurance-Mumbai
resolution Provide accurate valid and complete information by using the right methods tools Identify and assess customers needs to achieve satisfaction Essential qualifications and experience Certifications in Financial markets Like - AMFI CFP Gender...
mncjobsindia.com -
Jaipur Rugs-Jaipur
that threaten portfolio and project success
Required skills and qualifications
• Four or more years of experience in financial planning and investment
• Certification in good standing, such as CFA, CFP, or CAIA
• Knowledge of securities, insurance, and mutual...
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...
Wealth First-Hyderabad
Business, or related field Relevant certifications such as CFA or CFP are a plus
What We Offer
Career Growth Opportunities: A dynamic and growing organization with opportunities for professional career advancement.
Collaborative Culture: A supportive...
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