Average salary: Rs90,000 /yearly
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- ...Finance, Economics, Business Administration or a related field (Master’s degree or MBA preferred). ~Professional certifications such as CFP, CFA, CPA, or similar are strongly preferred. ~Minimum [X] years of experience in wealth management, financial planning, or investment...SuggestedLong term contractFull timeContract workTemporary workPart time
- ...on market trends and investment opportunities to guide clients effectively Collaborate with product and research teams (Centralized CFP Team) for investment decisions Organize and support seminars, workshops, and business development initiatives Candidate Requirements...SuggestedImmediate start
Rs 2.5 - 4 lakhs p.a.
...rate and free-looking 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...SuggestedPeople Facilities LLP
Rewari26 days ago- ...for success on the job is: .Graduation/Post-Graduation from a recognized institute .one or more of the following: MBA, CA, CFA, CFP .Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and...Suggested
Axis Bank
Chennai9 days ago - ...behaviour . Deep understanding of institutional and family office sales processes . Experience working with family offices and institutional investors (Mumbai-focused experience preferred) Qualifications . MBA or equivalent qualification . CFA / CWM / CFP preferred...SuggestedLong term contractWork at office
DSP Fund
Mumbai19 days ago - ...equity research, and holds at least one of the following qualifications: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Management Accountants (CMA), Financial Risk Manager (FRM). The team aims to understand our users' financial data needs...Suggested
AlphaSense
Delhi2 days ago - ...results-driven mindset with analytical and execution excellence. ~ Excellent communication and presentation skills. Preferred Qualifications MBA / CFP / equivalent qualification in finance or business. Strong product knowledge across mutual fund categories...SuggestedLong term contract
DSP Fund
Jaipur19 days ago - ...Salary: 3-6L per annum, basis the experience and suitability of the candidate. CFPs / CFP / CWM / QPFP pursuant ONLY. Company Description CAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized...SuggestedFull time
CAGRfunds
Mumbaia month ago - ...Finance, Economics, Business Administration, or related fields. Certifications preferred: NISM Series V-A (Mutual Fund Distributors), CFP, CFA, or IRDAI Insurance Advisor License. Experience: 6 months – 5 years in wealth management, financial advisory, or investment...SuggestedLong term contract
FINVESTMENTS
Noida2 days ago Rs 4 - 7 lakhs p.a.
...related field. Certifications NISM Series V-A (mandatory – must be completed within 60 days of joining if not already held). CFP (Certified Financial Planner) preferred. Experience ~3 to 8 years of relevant experience in wealth management, financial advisory,...SuggestedMepa2z Llp
Bangalore20 days ago- ...financial market trend to determine whether they fit 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...Suggested
Motilal Oswal Financial Services Ltd
Bangalore9 days ago - ...detail Proven ability to build and maintain strong client relationships Bachelor's degree in Finance, Economics, or a related field; certifications such as CFP or CFA are a plus Prior experience in wealth management or financial advisory roles is highly desirable...SuggestedFull time
Bellwether Associates
Gurgaon1 day ago - ...Website : Job Summary : Financial planning, Investment Advisory, Portfolio Review and Analysis job role Who Should Apply : e.g., CFP® professionals with relevant work experience. Responsibility Coordinating new client onboarding process with the operations team...SuggestedFull time
fpsb india
Mumbai1 day ago - ...Essential Desired Qualification Graduation MBA Preferred At least 2 papers of CFP (AFP), preferably a CFP Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage Experience...Suggested
Tata AIA Life
Jabalpur1 day ago - ...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 seminars, workshops and other business...Suggested
anand rathi share and stock brokers ltd
Kolkatta1 day ago - ...qualification: Bachelor's degree in Finance, Business, Accounting or Management Information Systems; Professional qualifications like CTP, CFP preferred. Medium to high degree of expertise in Treasury settlements / payment operations / reconciliations and banking gained...WorldwideFlexible hoursShift workWeekend workEarly shift
Mastercard
Pune7 days ago - ...help clients achieve their lifetime financial goals. Established in 2017 in Trivandrum by Mrs. Dhanya VR, a Certified Financial Planner (CFP) with extensive professional qualifications and expertise, JDI Wealth has quickly gained the trust of over 1,000 clients and now...Full time
JDI WEALTH
Thiruvananthapurama month ago - ...targets Requirements Education: Graduate in Finance/Business; MBA preferred Certifications: NISM Series VII mandatory; CFA/CFP a plus Experience: 10+ years in equity broking, with 3–4 years in branch leadership Skills: Equity & F&O expertise, HNI client...Full timeLocal area
Hdfc Securities
India2 days ago Rs 2.5 - 10 lakhs p.a.
...and Qualifications Bachelor's degree in Finance, Economics, Business Administration, or related field Certified Financial Planner (CFP) or equivalent qualification is preferred Strong analytical skills and attention to detail Excellent communication and...Pnb Metlife India Insurance Company Limited
Mumbaia month ago- ...strong attention to detail Ability to think independently and deliver bespoke solutions Master's degree or certifications such as CFP / CFA / CWM preferred Prior experience (2 - 4 years) of working with HNIs, UHNIs, or family offices is an advantage What We Look...Long term contractFull timeWork at office
Clay Financial Services
Ahmedabad9 days ago - ...helping people to invest and achieve their goals over the last 60 years. Website : Job Summary : We are looking for a qualified CFP (Certified Financial Planner) with strong analytical skills to join our Advisory & Research Analytics team. Who Should Apply : CFP...Full time
FPSB India
Gurgaon2 days ago - ...of Business Administration (BBA) or Bachelor of Management Studies (BMS) or Bachelor of Business Management (BBM) or Bachelor of Commerce (B.Com) or Bachelor of Business Economics (BBE) or B.A. in Economics. Preferable certifications: CFA, FRM, CAIA, CIMA, CMA, CFP...
Preferred Square
Gurgaon1 day ago - ...Characteristics Essential Desired Qualification Graduation with MBA preferred. At least 2 papers of CFP (AFP), preferably a CFP Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage Experience...
Tata AIA Life
Mumbai1 day ago - ...update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assist in organizing seminars, workshops and other business...
Anand Rathi Share and Stock Brokers Ltd
Pune1 day ago - ...clients Strong communication, presentation, and relationship management skills Experience & Qualification ~3-5 years of experience in investment sales, institutional business development, or distribution ~ MBA or equivalent degree (CFA, CWM, or CFP preferred)...Work at office
DSP Fund
Bangalore19 days ago - ...Excellent analytical and communication skills Ability to work effectively on-site in Noida Bachelor's degree in Finance, Economics, or a related field Relevant certifications such as CFA or CFP are a plus Proven experience handling high-value investment deals...Contract workHybrid work
Thaakurji Baazaar
Noida1 day ago - ...Allocations and Allocated Cost modelling, including waterfall flows, CTB/RTB structures, system dependencies, and downstream reporting in PCMCS, CFP, Apptio, and Clarity. Lead governance of charge splits, including business‑area mapping, updating allocations in Confluence,...Permanent employmentFlexible hours
Fidelity International
Gurgaon1 day ago - ...IMS Proschool, with pan India operations , focuses on equipping students with Best and Structured Coaching for CFA, ACCA, Us CMA, CFP etc professional courses since 2007. Established as a trusted name in education since 1977 , IMS is renowned for its expertise in Management...Full timePart timeSelf employmentWeekend work
IMS Proschool Pvt. Ltd.
Ahmedabad1 day ago - ...Strong knowledge of financial products, tax laws, and investment strategies. Excellent communication and interpersonal skills. CFP or CFA certification preferred. Why Join Us Work on high-impact projects that contribute to building AI for Good. Collaborate...Hourly payFreelanceFlexible hours
deccan ai experts
Chennai1 day ago - ...requirements. Eligibility Mandatory: NISM Series 5A (Mutual Fund Distributor Certification). Preferred: IRDA, CA / CFA (Level 1) / CFP / MBA (Finance). Prior experience with Banks (HDFC, ICICI, Kotak, Axis), AMCs, or Wealth Firms (IIFL, Edelweiss, Anand Rathi,...
enrichwise financial services pvt ltd
Navi Mumbai1 day ago
