CFP Jobs in Mumbai
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Search Results - CFP Jobs in Mumbai
CAGRfunds-Mumbai
in Finance, Economics, or a related field
• Relevant certifications such as CFP or CFA are highly valued...
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...
CAGRfunds-Mumbai
and investment opportunities
• Detail-oriented with excellent organizational skills
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as CFP or CFA are a plus...
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...
CAGRfunds-Mumbai
and investment opportunities
• Detail-oriented with excellent organizational skills
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as CFP or CFA are a plus...
SNS Mutual Fund Distributors Pvt Ltd-Mumbai
needs and financial goals
• Knowledge of mutual funds and investment products
• Relevant certification such as CFA or CFP would be beneficial...
foundit.in -
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...
Raise Financial Services-Mumbai
Skills:
• Strong understanding of trading, investing, and financial markets.
• Preferably a CA, CFA, CFP, or BFA with relevant finance expertise.
• Proven experience in video content creation, presenting, or financial education.
• Confident on-camera...
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 -
Raise Financial Services-Mumbai
of trading, investing, and financial markets.Preferably a CA, CFA, CFP, or BFA with relevant finance expertise.Proven experience in video content creation, presenting, or financial education.Confident on-camera presence with excellent communication...
Vrinda Consultants-Mumbai
interpersonal, and negotiation skills.
• Ability to work in a dynamic, target-driven environment.
• Certifications such as NISM, IRDA, or CFP (preferred but not mandatory).
Perks & Benefits:
• Attractive salary with performance-based incentives.
• Health...
foundit.in -
Raise Financial Services-Mumbai
engagement and reach.
Expected Skills:
• Strong understanding of trading, investing, and financial markets.
• Preferably a CA, CFA, CFP, or BFA with relevant finance expertise.
• Proven experience in video content creation, presenting, or financial...
Find Next Hire-Mumbai
Skills & Qualifications
• MBA in Finance or related field.
• NISM XA and XB certifications.
• CFP Certification (preferred).
• Strong communication skills to effectively engage with clients and convey complex financial concepts.
• Experience or knowledge...
foundit.in -
Raise Financial Services-Mumbai
engagement and reach.
Expected Skills:
• Strong understanding of trading, investing, and financial markets.
• Preferably a CA, CFA, CFP, or BFA with relevant finance expertise.
• Proven experience in video content creation, presenting, or financial...
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 -
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