CFP Jobs in Mumbai
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Search Results - CFP Jobs in Mumbai
Corenza-Mumbai-
education.Qualifications & Skills:A Certified Financial Planner CFP is Must.Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).Preferably should have a NISM XA – XB qualification or working towards the sameMinimum of 5 to 7 years...
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Talent Corner HR Services Pvt Ltd-Mumbai-
Ensure all processes and recommendations are in line with company policies and SEBI regulations.
Qualifications & Skills:
• Graduate/Postgraduate in Finance, Business, Economics, or related domains.
• Certifications like CFP, CFA, NISM, or NCFM...
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Motilal Oswal Financial Services Ltd-Mumbai-
portfolios.6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.7.To conduct and assist in organizing seminars, workshops and other business development activities.To conduct and assist...
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Corenza-Mumbai-
financial education.
Qualifications & Skills:
• A Certified Financial Planner CFP is Must.
• Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred).
• Preferably should have a NISM XA – XB qualification or working towards...
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Winshine Financial Services-Mumbai-
CFP or CFA are a plusFreshers are welcome to applyCTC: Up to Rs.600000 Per AnnumHow to Apply:Mail your CV with expected salary to info@winshine.in...
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Motilal Oswal Financial Services Ltd-Mumbai-
into clients portfolios.
6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
To conduct...
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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...
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Motilal Oswal Financial Services Ltd-Mumbai-
into clients portfolios.
6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
To conduct...
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Anand Rathi Share and Stock Brokers Ltd-Mumbai-
Updated knowledge about the markets and economic developments
• Excellent report writing and communication skills
• Should be proficient in Excel
• Should have CFP and/or NISM X A and X B – Advisor Level I & II, NISM Series V A – MF Distributors...
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Anand Rathi Share and Stock Brokers Ltd-Mumbai-
Affluent Client segment in the market for new client acquisition.
• Research, investigate and update themselves on available investment opportunities/financial market trends.
• Coordinate with product and research team (Centralize CFP Team) for taking...
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Winshine Financial Services-Mumbai-
field; relevant certifications like CFP or CFA are a plus
• Freshers are welcome to apply
CTC: Up to Rs.600000 Per Annum
How to Apply:
Mail your CV with expected salary to info@winshine.in
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Lxme-Mumbai-
relatable, actionable, and inspiring.
• Comfortable in a high-growth, mission-driven startup environment.
Qualifications & Experience
• 8+ years in BFSI / fintech / wealth management / financial education.
• NISM Series V-A, CFP, CFA Level 1+ preferred...
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Winshine Financial Services-Mumbai-
field; relevant certifications like CFP or CFA are a plus
• Freshers are welcome to apply
CTC: Up to Rs.600000 Per Annum
How to Apply:
Mail your CV with expected salary to info@winshine.in...
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ZECRUITERS-Mumbai-mncjobsindia.com-
products Certifications Essential NISM Series VIII Mutual Funds Certification NISM Series VaP Pro or equivalent certifications are a plus Desired AMFI certification CWM CFP or equivalent financial planning credentials Skills - Strong knowledge...
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