Search Results: 4 vacancies
...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...
...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 development...
...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...
