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FinChikitsak-Pune
management
• Ability to assess and understand clients' financial goals
• Sales or customer service experience
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications such as CFP or CFA are a plus...
Anand Rathi Share and Stock Brokers Ltd | Anand Rathi Share and Stock Brokers Ltd | Preferred Relati
Anand Rathi Share and Stock Brokers Ltd-Kolkata
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...
Anand Rathi Share and Stock Brokers Ltd-Hyderabad
they fit into clients’ portfolios.
• To coordinate with the product and research team (Centralize CFP Team) for taking investment decisions for the clients.
To conduct and assist in organizing seminars, workshops, and other business development activities...
Talent Sutra-Mumbai
to clients, Exposure to international investing is a huge plus.
• Education: Postgraduate degree (MBA, CA, CFA, or CFP preferred).
• Certifications: NISM XA and XB (Non-negotiable, if you don't have it, then you
need to pass before the offer is finalized...
Prospurts-Gurgaon
command over the English language.
• Strong knowledge of MS - Excel.
• CFP/CFA/MBA/PG/CA preferred.
• NISM XA and XB (added advantage).
• Having a strong flair for investment advisory and is well informed on the financial markets and the economy.
What...
Moneyfrog Financial Services Pvt. Ltd.-Mumbai
and client acquisition within the finance/ investment industry.
• Education: Bachelors/ or master’s degree in finance, investments, or a related field.
• Regulatory Certification: AMFI Mutual Fund Certification or CFP Certification is must...
Max Financial Services-Mumbai
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 -
Prospurts-Gurgaon
command over the English language.
• Strong knowledge of MS - Excel.
• CFP/CFA/MBA/PG/CA preferred.
• NISM XA and XB (added advantage).
• Having a strong flair for investment advisory and is well informed on the financial markets and the economy.
What...
Antal International-Jaipur
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 investment decision for the clients - To conduct...
mncjobsindia.com -
Anand Rathi Share and Stock Brokers Ltd-Kolkata
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...
Talent Sutra-Mumbai
to clients,
Exposure to international investing is a huge plus.
• Education: Postgraduate degree (MBA, CA, CFA, or CFP preferred).
• Certifications: NISM XA and XB (Non-negotiable, if you don't have it, then you
need to pass before the offer is finalized...
Pune Institute of Business Management-Pune
Economics, or a related field. Professional certifications like CFA, FRM, or CFP are a plus.
• Experience :
• A minimum of 3-5 years of professional experience in the finance industry (e.g., financial analysis, corporate finance, investment banking, etc...
Anand Rathi Share and Stock Brokers Ltd-Kolkata
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...
Liquide-Bangalore
and regular portfolio reviews.
• Stay updated with market trends to provide timely financial advice.
• Work closely with internal teams to deliver seamless service.
Qualifications:
• 4+ years work experience in financial planning
• CFP® Certification...
LIC-Hisar
Relevant certifications such as CFP or CFA would be a plus
• Experience in the insurance or financial services industry is preferred...
foundit.in -
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