...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...
...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...
...professional qualifications including Indian CA - Direct Tax & International Tax, ACCA, US CPA, US CMA, US Enrolled Agent, CFA, CIA and CFP. As an approved Gold Partner of ACCA and Exclusive Learning Partner of the Institute of Internal Auditors, we provide learners with...
VG Learning Destination
Delhi
3 days ago
...analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Bachelor's degree in Finance, Economics, Business, or related field
Professional certifications such as CFA or CFP are a plus...
...suite, enabling effective client interactions and presentations.
# Preference for candidates holding certifications such as MBA, CFA, CFP, or NISM Investment Advisor XA and XB, demonstrating a commitment to professional development and expertise in the field.
#...
...An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
•Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with...
...opportunities.
Requirements and Skills:
Bachelors degree in business finance or related field.
NISM Level 2 Certification.
CFP designation preferred.
Knowledge of mutual funds securities and insurance industries .
Experience providing quality...
...priorities, and meet ambitious targets.
~ degree in commerce, marketing, or a related field (MBA-Finance/Marketing preferred). Having a CFP or NISM XA & XB certification will be an added advantage. Minimum 3-5 years of experience required.
Benefits on being a part of...
...understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
Certification in NISM and CFP is an added advantage.
Create and enforce financial goal plans that will help meet the needs of clients.
Must be self-motivated,...
...Ability to assess clients' risk tolerance and financial goals
Excellent communication and interpersonal skills
Proficiency in financial software and tools
Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus...
...in great collaboration with FP&A management and other Finance Departments along with good understanding of all the key towers i.e IO, CFP & PSQIT
Adhere to Corporate Policies, NN essentials and Procedures, including Code of Conduct, Audit Procedures and any control related...
...functional teams to enhance platform features, user experience, and service offerings.
Qualifications:
Certified Financial Planner (CFP) designation required.
Bachelor's degree in finance, economics, or related field preferred.
Proven experience in financial...
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...
...investment products. - Ability to thrive in a fast-paced environment and meet challenging targets. - Relevant certifications such as CFA, CFP, or equivalent are preferred. Join our dynamic team and take your career to new heights in the world of wealth management. If you...
...in India.
Holds a graduate, bachelors degrees or could also be an advanced pedigree with professional, accreditation of CA or MBA or CFP.
Have minimum 10 years recent experience in securities market i.e. activity related to dealing and settlement in securities market....
...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...
...finance, accounting, business administration, or related field (Master’s degree preferred).
• Qualified CA, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) designation preferred.
• Minimum of 5 years of experience...
...Bachelor's degree in finance, economics, business, or a related field. Relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar, are required.
Proven experience (5+ years) working as an Investment Advisor or similar...
...and recommendations to channel partners What makes you a Great Fit? • Postgraduate/ graduate with 4-6 years of experience. MBA/CA/CFA/CFP preferred. • Excellent communication skills and presentability. • Proven track record in sales success. • In-depth understanding of Debt...
...find the details for the same:
Position: Investment Advisor
Salary: As per Industry norms
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off-Sunday
Skills Required:
Knowledge/Experience...
...instruction and advice provided to students.
Qualifications:
· Bachelor's degree in Finance, Economics, Business Administration plus CFP.
· 1-3 years of experience in financial planning, investment management, insurance, taxation, or related areas.
· Excellent communication...
LeapUp Edutech
Mumbai
1 day ago
Rs 4.8 - 6 lakhs p.a.
...8 years in Institutional sales.
Qualification:
Graduate in BMS, BAF, BBA
And
PG: MBA/PGDM in Finance/ Insurance, CFP (Certified Financial Planner)
Work experience –Experienced (Min 4 year in Institutional sales)
Remuneration: 4.80 to 6 Lacs
If...
...'s degree in finance, business administration, or a related field; advanced degree or relevant professional certifications (e.g., CFA, CFP)
· Ability to establish relationships with CXO level partners
· Strong understanding of financial markets, technology, trading platforms...
Rs 5 - 6 lakhs p.a.
...Description:
Position: Investment Manager
Salary: Upto 50k
Experience: 5 to 7 years
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off - Sunday
Skills Required:
Knowledge in...
...(BM, RM and business partner) queries.
Regular follow-up of Recommendations & performance tracking.
Qualification:
CA / CFP / MBA - Finance
Experience:
8 to 10 Years
Key Skills:
~ NISM Mandatory
· Technical analyst calls
· Good skills & experience...
...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
~...
...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...
...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...
...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...
...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...