CFP Jobs in Mumbai
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Search Results - CFP Jobs in Mumbai
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...
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...
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...
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...
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 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 -
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 -
9Point Capital-Mumbai
Qualifications and Skills
Education : Bachelor’s degree in Finance, Economics, or a related field. A CFA, CFP, or equivalent certification is highly desirable.
Experience : Minimum of 5+ years in portfolio management, wealth management, or investment advisory...
Max Financial Services-Mumbai
Essential qualifications and experience:
Certifications in Financial markets Like - AMFI / CFP , Gender - Female (Preferred)
Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers
Competence required:
Good...
foundit.in -
PCR Financial Aggregation-Mumbai
for this role?
Bachelor’s degree in finance, Economics, Business Administration, or a related field; master’s degree or professional certifications (e.g., CFA, CFP) preferred.
Extensive experience in asset management, wealth management, and asset services...
PCR Financial Aggregation-Mumbai
related to asset and wealth management.
What experience will set me apart for this role?
• Bachelor’s degree in finance, Economics, Business Administration, or a related field; master’s degree or professional certifications (e.g., CFA, CFP) preferred...
Hireginie Talent Cloud Pvt Ltd-Mumbai
Education: B.Fin/ M.Fin/ CA/ CFA or MBA (CFA/CA/CFP would be added qualification)
Must Have/Preferred Skills/Experience :
• Have a good understanding of fundamental research reports written by the institutional research team.
• Reasonable...
updazz.com -
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