Search Results: 16 vacancies
...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...
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...
...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...
...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...
...training strategies and schedules based on the organizational requirements.
Coordinate with external training providers for NISM, CWM, CFP Certifications etc to arrange specialized training when necessary
Foster a positive learning environment and support a culture of...
...communication and interpersonal skills, with the ability to build rapport and trust with clients.
5. Professional certifications such as CFP, CFA, or MBA in Finance will be an added advantage.
6. Proactive attitude, self-motivated, and driven to deliver exceptional...
...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...
...RM and business partner) queries.
~Regular follow-up of Recommendations & performance tracking.
Preferred Qualification:
~ CA / CFP / MBA - Finance (MUST)
Preferred Experience:
~ 3+ years
Key Skills:
~NISM Mandator
~Technical analyst calls
~Good skills...
...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...
...Qualifications:
The ideal candidate should possess:
Bachelor s degree in finance or similar
Stateissued insurance license
CFP certification preferred
Strong communication skills
Professional appearance
Required Skills:
Financial Analysis
Risk Assessment...
...Freshers can apply for this position too.
Applicants with prior experience of 2+ years of trading will be preferred.
Applicants with a CFP/CMT degree will be preferred.
This is a work from office role and will be required to work from our Mumbai Office which is based in...
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...
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...
...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...
...Certifications / Qualifications:
AMFI/NISM certification (Advisors’ Module) mandatory
Any Financial Advisory Linked Qualification – CFP, CFA
What is the Sr. Sales Manager - Institutional Sales (Bangalore) in Business Strategy group responsible for?
~ The role will...
...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...
