CFP Jobs in Mumbai
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Search Results - CFP Jobs in Mumbai
Circle Wealth Advisors Private Limited-Mumbai
presentations
Helping clients in tax planning
Handling incoming prospect queries
There will be NO sales targets
Prefered Qualifications-
A postgraduate along with CFP / CFA / CA / NISM XA XB with an understanding of investment products and taxation...
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...
Circle Wealth Advisors Private Limited-Mumbai
presentations
Helping clients in tax planning
Handling incoming prospect queries
There will be NO sales targets
Prefered Qualifications-
A postgraduate along with CFP / CFA / CA / NISM XA XB with an understanding of investment products and taxation.
Desired...
Anand Rathi Share and Stock Brokers Ltd-Mumbai
Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.
• - Please share profiles on pushpajaiswar@rathi.com or WhatsApp on 9920799578...
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...
FPA Edutech Pvt Ltd-Mumbai
partner market leader for FPSB USA to train for the CFP certification program FPA is also an ACCA Gold Approved Learning Partner a Silver Approved Learning Partner for CMA US a sort after name for CFA CPA US trainings Activity...
mncjobsindia.com -
Anand Rathi Share and Stock Brokers Ltd-Mumbai
CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
Please share profiles on pushpajaiswar@rathi.com or WhatsApp on 9920799578 for further...
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...
mncjobsindia.com -
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...
Morgan Stanley-Mumbai
> Team up with program management office to effectively organize and plan product releases.
> Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption.
Experience
> Bachelor&aposs degree required. CFP...
foundit.in -
Astitva HR Solutions-Mumbai
or related fields.
• Certifications such as CFP, CFA, or NISM are preferred.
Experience:
• 5-7 years of experience in private wealth management, private banking, or the preferred customer divisions of financial institutions.
• Proven track record...
updazz.com -
TBNG Capital Advisors-Mumbai
to relocate to Mumbai and neighboring cities5 have relevant skills and interests Women wanting to start restart their career can also apply Other requirements1 Certifications Preference will be given to candidates with CFA CFP or otherrelevant...
mncjobsindia.com -
Axis Bank-Mumbai
on the job is xef xbf xbd Graduation Post-Graduation from a recognized institute xef xbf xbd one or more of the following MBA Finance CA CFA CFP xef xbf xbd Overall experience of up to 7 years in financial markets including debt equity mutual fund...
mncjobsindia.com -
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