Average salary: Rs90,000 /yearly
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- ...conferences, meetings, and industry events to promote 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 –...SuggestedLong term contractMumbai2 days ago
- CFP & Relationship Manager / Investment Advisor Start Date Starts Immediately CTC (ANNUAL) Competitive salary Competitive salary...SuggestedLong term contractImmediate start
- ...institutions in Accounting and Finance education, with 17+ years of excellence and a 600,000+ learner community. FPA offers training programs for CFP®, ACCA, CMA (USA), CFA, IBOC, Stock Market courses, and MAH CET. As a Premium Training Partner for FPSB India, FPA's CFP® program...SuggestedFull timeWork from homeBhiwandi4 days ago
- ...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
Rs 5 lakh p.a.
...Good report writing skills. Strong command over English. Ability to work independently and multi task Knowledge & Skills CFP an added advantage. Any additional certifications from FPSB, NCFM etc preferred. Leadership. Sound communication skills....SuggestedPermanent employmentShift work- ...and insurance products, and regulatory updates. 2. Attend training sessions and maintain relevant certifications or licenses such as CFP and NISM. F. Team Collaboration and Reporting 1. Coordinate with internal teams including sales, operations, and other departments....SuggestedImmediate start
- ...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 to...SuggestedFull time
- ...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)...SuggestedWork at officeBangalore3 days ago
- ...Qualifications: Bachelor's degree in finance, Business, Economics, or CA Intern Bachelors in any other degree industry certifications (CFA, CFP, NISM, BQP) preferred. Relevant experience in investment planning, portfolio management, or a related field. Excellent Listening...SuggestedInternshipWork at officeChennaia month ago
- ...: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Additional certifications such as CFA, CFP, or equivalent are an advantage. Skills & Competencies: Strong sales and business development skills, with a proven ability to build...SuggestedGurgaon3 days ago
- ...Postgraduate in Finance, Commerce, Economics, or Business Administration . Professional certifications preferred: NISM, NCFM, AMFI, IRDA, CFA, CFP, FRM, or MBA (Finance) b. Experience: . Minimum 10 years of professional experience, including at least 7+ years of BFSI...SuggestedPune3 days ago
- ...onboarding initiatives. Ideal Candidate Profile The ideal candidate should hold an MBA in Finance, Chartered Accountant (CA), or CFP qualification (advanced certifications preferred), with 3-8 years of relevant experience in wealth management or financial advisory. Strong...SuggestedLong term contractDelhi3 days ago
- ...marketing functions associated with this position. Who Should Apply At least Graduate, in a financial core subject. NISM XA, NISM XB and CFP (having done at least two modules) would be desirable. The modules passed should be with good grades. Responsibility To make...SuggestedFull timeImmediate startDelhi4 days ago
- ...Comfortable with CRM tools and MS Office; able to prepare clear investment pitch decks. Professional certifications preferred: CFP / NISM / CA-Inter / CFA (any one is a plus). Nice-to-have Prior experience with family offices or ultra-HNI relationships....SuggestedFull timeRemote jobIndia14 days 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 timeMumbai4 days ago
- .... ~ Excellent communication and interpersonal skills to build and maintain client relationships. ~ Ability to work independently and as part of a team in a fast-paced environment. ~ Certifications such as CFP, CFA, or equivalent are preferred but not mandatory....Delhia month ago
- ...presentation skills. ~ Ability to work collaboratively with internal teams and external partners. ~ Graduate degree required; MBA, CFP, CWM or similar certifications preferred. Why Join Client Associates Opportunity to work with India's leading Multi-Family Office...Long term contractWork at officeMumbai2 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...Gurgaon2 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...Mumbai2 days ago
- ...region Education & Experience: 1. Graduation in Commerce or Science; Post-Graduation in Business Management/Economics preferred 2. CFP/CFA certification is an added advantage 3. 1 - 2 years of experience in channel management, financial product distribution, or...InternshipImmediate start
- ...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...Ahmedabad1 day ago
- ...International Money Matters Pvt. Ltd.) Website: Job Title: Financial Advisor (Client Relationships) Education: Postgraduate (AFP / CFP preferred) with NISM XA – XB certification Industry: Personal Finance / Financial Planning About IMMPL IMMPL (International...Delhia month ago
- ...Company Description Rajesh Joshi CFP specializes in guiding individuals, families, and professionals toward long-term financial security through personalized financial planning. With a client-first approach, Rajesh Joshi provides strategic solutions tailored to each client...Long term contractFull timeHybrid workRemote jobPunea month ago
- ...Qualifications: MBA, CA, or equivalent degree from a reputed institution. Relevant certifications in investment or wealth management (e.g., CFP, CFA preferred). Experience: ~15–25 years of experience in Investment Advisory, Wealth Management, or Private Banking. ~ Proven...Secunderabada month ago
- ...knowledge of financial markets, tax laws, and investment products. Excellent communication and client relationship-building skills. CFP or CFA certification preferred. Why Join Us Competitive pay (Up to ₹1200/hour). Flexible hours. Remote opportunity...Hourly payRemote jobFlexible hoursIndia3 days ago
- ...products to be handled are – US/Global stocks, advisory portfolio, AIF's, Insurance, NRI investments and FPI's. Qualification: CFP / CFA / MBA in Finance / Marketing Experience: · 3+ year experience in Banking/financial services/ Broking Company and AMC's ·...Mumbai2 days ago
- ...internally to accommodate them. Desired Skill Sets Postgraduate with 5-8 years of experience in the financial services domain CFP Certification desirable Thorough knowledge & zeal to learn about financial markets Empathetic & Solution oriented Good communication...Noida2 days ago
- ...Qualifications & Skills: • Graduate/Postgraduate in Finance, Business, Economics, or related domains. • Certifications like CFP, CFA, NISM, or NCFM are an advantage. • Strong grasp of capital markets, investment products, and portfolio management strategies....Mumbai2 days ago
- ...multiple priorities, and achieve targets. ·Bachelor's degree in Commerce, Marketing, or a related field (MBA in Finance preferred). CFP certification is a plus. Years of Experience: 5 years of relevant experience preferred. Benefits on being a part of Finnovate...Full timePune2 days ago
- ...Apply By 11 Jan' 26 Posted 2 days ago Job 136 applicants About the job We are seeking a Certified Financial Planner (CFP) to join our team as a Financial Literacy Educator. In this role, you will conduct in-class sessions for students in colleges and schools...Extra incomeImmediate startFlexible hours
