Average salary: Rs220,000 /yearly
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- ...financial market trend to determine whether they fit into clients 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...SuggestedImmediate start
- ...Knowledge of estate planning, tax-efficient investment strategies, and succession planning Relevant certifications such as NISM, CFP, CFA, or equivalent Experience working with family offices or private banking divisions Qualifications ~ Bachelor's degree in Finance...SuggestedFull timeWeekday work
- ...a large or mid-sized banks, accountable for following deliverables Liquidity Stress testing results and Contingency Funding Plan (CFP) submitted before regulators ILAAP Document Reporting of Liquidity Ratios (LCR, NSFR and other ratios) OR Must have worked...Suggested
- ...financial market trend to determine whether they fit into clients 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...SuggestedRemote jobImmediate startWork from home
Rs 6 - 11 lakhs p.a.
...compliant with industry regulations and best practices. NISM V-A certification is mandatory. Additional certifications like CFP, PMS, or IRDA are highly desirable. Key Skills: Wealth Management Financial Planning HNI Client Relationship...SuggestedFull timeWeekday work- ...female users). # Platform & Mobile App Quality Gatekeeper # Monitor and respond to issues reported via ADMIN Tech Issues, JIRA (CFP board), and email. # Create and manage tickets in GitLab (tli-source for platform, cf-mobile for mobile app). # Test payments on non...SuggestedImmediate startRemote job
- ...and achieve targets. · Bachelor’s degree in Commerce, Marketing, or a related field (MBA in Finance preferred). · CFP certification is preferred · Should have a NISM XA – XB qualification Years of Experience: 10 years of...SuggestedFull time
Rs 2.5 - 3 lakhs p.a.
...3. Proficiency in MS Excel, CRM tools, and portfolio tracking platforms. 4. Certifications such as NISM VA, CFP anyone module to be cleared Salary Probation: Duration: Salary during probation: After probation: Annual...SuggestedLong term contractImmediate start- ...financial literacy and brand visibility. Qualification & Skills: •Bachelor’s degree in finance, economics, or a related field •CFP certification is preferred •Should have a NISM XA – XB qualification •Strong knowledge of financial planning, investment...SuggestedFull time
- ...literacy and brand visibility. Qualification & Skills: · Bachelor’s degree in finance, economics, or a related field · CFP certification is preferred · Should have a NISM XA – XB qualification · Strong knowledge of financial planning,...SuggestedFull time
- ...Qualifications: ● 5–12 years of experience in wealth management, private banking, or investment advisory ● Relevant certifications such as CFA, CFP, or NISM are advantageous ● Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field...SuggestedLong term contractFull time
- ...and any other team initiatives Required qualifications, capabilities and skills: University degree holder (including MBA / CFA / CFP) and / or with over 2 years of professional experience in a similar capacity Strong knowledge of Private Bank product offerings, asset...SuggestedFull timeWork at officeFlexible hoursDay shift