Search Results: 65 vacancies
Rs 50 lakh p.a.
...~ Minimum of a Bachelor's degree in Business Administration, Marketing, Finance, or a related field
~ NISM, AMFI certification, and CFP degree will be an added advantage
~ Proficient in Microsoft Office suite, CRM software, and other business-related technologies...
...priorities, and meet ambitious targets.
~ degree in commerce, marketing, or a related field (MBA-Finance/Marketing preferred). Having a CFP certification will be an added advantage. Minimum 3-5 years of experience required.
Benefits on being a part of Finnovate:...
...References. Potentials Candidates: Any Graduate/Post Graduate (preferably in Finance) with any other qualification / certification like CFP will be an advantage. NISM Certified Looking for potentials with an ability to engage clients in meaningful conversations about their...
...customers' needs to achieve satisfaction
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...
...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 Communication...
...related experience.
Related professional certification preferred - Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), Chartered Accountant (CA), Certified General Accountant (CGA), or a America Production Inventory...
...managing the financial affairs of highnetworth individuals.
Professional certification such as CPA (Certified Public Accountant) or CFP (Certified Financial Planner) is highly desirable.
Demonstrated expertise in financial analysis tax preparation and financial reporting...
...cross-selling additional products and services. Be a player-coach.
Required qualifications, capabilities, and skills
MBA/CFA/FRM/CFP or an equivalent professional degree with 7 - 10 years of experience
Broad experience in Financial/Banking Industry and excellent understanding...
...related field (Investment, Finance, Law, Accounting/Tax, Economics)
Certifications:
Mandatory : NISM-VA & NISM-21A
Preferable : CFP, CPA, CFA, CIMA
Skills Required:
Deep understanding of financial planning principles.
Knowledge of various investment...
...Ability to build and maintain relationships with clients
Flexibility and adaptability to changing business needs
Self-motivated and goal-oriented
Bachelor's degree in Business, Finance, or related field
Professional certifications such as CFA or CFP are beneficial...
...PowerPoint)
Years of Experience:
~ We are looking for a candidate with 12 Plus years of experience
Educational Qualifications:
~ Any Post Graduate degree. Candidates with a specialization in Finance will be preferred. CFA or CFP will be an added advantage...
...report writing skills.
· Strong command over English.
· Ability to work independently and multitask.
Knowledge & Skills:
· CFP an added advantage.
· Any additional certifications from FPSB, NCFM etc., preferred.
· Leadership.
· Sound communication skills....
...training strategies and schedules based on the organizational requirements.
Coordinate with external training providers for NISM, CWM, CFP Certifications etc to arrange specialized training when necessary
Foster a positive learning environment and support a culture of...
...Degree in Finance, Economics or Commerce
Candidates must complete NISM XA, XB within 6 months of joining.
Candidates with valid CFP also eligible
Passionate about equity investing and long-term approach to portfolio building, financial planning and financial freedom...
...products
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Certifications such as CFP, CFA, or similar are a plus
Roles and Responsibilities
Provide financial planning and investment advice to clients
Develop...
...advice on retirement planning, investments, insurance, and other financial matters.
Qualifications
Certified Financial Planner (CFP) certification
Experience in financial planning and personal financial planning
Strong knowledge of finance and retirement...
...broking, distribution, or wealth management
Bachelor's degree. MBAs, CA, CA - Inter, CFA, etc will be preferred
Certifications such as NISM, Mutual Fund Distributors Certification or NISM Series. Mutual Fund Distributors Certification or CFP Certification are preferred...
Rs 35000 - Rs 65000 per month
...Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Certifications such as CFA or CFP are a plus
Roles and Responsibilities
Develop and implement strategies for wealth management
Provide financial advice to clients...
...into global and regional economic conditions.
Qualifications and Skills:
· Qualified / Semi Qualified CA, CFA Level 1 cleared, CFP, NISM Certified Investment Advisor, MBA (Finance) is a plus.
· Bachelor's or Master's degree in Finance, Business, or a related field...
...customers needs to achieve satisfaction
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...
