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- ...qualification: Bachelor's degree in Finance, Business, Accounting or Management Information Systems; Professional qualifications like CTP, CFP preferred. Medium to high degree of expertise in Treasury settlements / payment operations / reconciliations and banking gained...SuggestedWorldwideFlexible hoursShift workWeekend workEarly shift
- ...update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assist in organizing seminars, workshops and other business...Suggested
- ...Education & Experience: Post Graduation preferred Graduation and PG - Synced Specialized Degrees - CA, CFA, NCFM, FINRA, CCRA, FPSB - CFP Special Skills: Green Belt is mandatory Team Management - Min 10 Team KRAs - SLM adherence, RCA, CAPA and Action plans...SuggestedFull timeWork at officeLocal areaImmediate startFlexible hoursShift work
- ...Product & Regulatory Knowledge Deep understanding of Mutual Funds; SIP & long-term portfolio construction NISM Series V-A mandatory CFP / CFA preferred What You Can Expect In Return Statutory benefits like PF & Gratuity Health Insurance Flexible Working...SuggestedLong term contractFull timeVisa sponsorshipFlexible hours
- ...Strong knowledge of financial products, tax laws, and investment strategies. Excellent communication and interpersonal skills. CFP or CFA certification preferred. Why Join Us Work on high-impact projects that contribute to building AI for Good. Collaborate...SuggestedHourly payFreelanceFlexible hours
- ...a minimum of 1 year of related experience. Finance related professional certification courses is preferred (CPA, CMA, CWA, CA, CGA, CFP, APICS). Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), America Production...Suggested
- ...significant scale. • Technical Bench: Valid NISM-VA certification is mandatory. Additional professional certifications (e.g., CFA, CFP, or CA) are a significant advantage. • The RIA Edge: If you have significant experience working with RIAs, that is a strong plus....SuggestedLong term contractFull time
