Search Results: 13 vacancies
...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
~...
...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...
...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....
...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...
...standards
Have sound knowledge of financial services products and services
Education & Certifications:
MBA or CA or CFA or CFP is definitely an asset
NISM Mutual Funds & PMS Distributors certificates (required before joining)
To succeed in this role:
Bring...
...Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
Preferred Qualification:
~CFP / CFA / MBA in Finance / Marketing
Preferred Experience:
~ 5+ year experience in financial services/ Broking Company and...
...Proficiency in financial planning software and Microsoft Office suite.
• Professional certifications such as Certified Financial Planner (CFP) or Diploma of Financial Planning (DFP) are highly desirable.
• Knowledge of relevant software systems such as XPLAN, Coin, or...
...Experience in networking and promoting financial advisory services
Ability to work independently and manage a portfolio of clients
Bachelor's degree in Finance, Business, Economics or related field
Industry certifications such as CFP, CFA, or CAIA are a plus...
...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...
...Requirement : - An MBA in finance Degree holder or focused education in financial planning/wealth management - Other qualifications like CFP will be an advantage - 4 to 8 years of relevant work experience in the financial industry preferred - Should have managed a minimum...
...An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience - Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI...
...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...
