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- ...client-first approach Proficiency in financial software and tools; knowledge of market trends and regulations Bachelor's degree in Finance, Business Administration, economics, or a related field Relevant certifications such as CFP, CFA, or similar are advantageous...SuggestedLong term contractFull timePune28 days ago
- .... Qualifications & Skills: ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred). ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same ü...SuggestedLong term contractFull time
- ...Postgraduate in Finance, Commerce, Economics, or Business Administration . Professional certifications preferred: NISM, NCFM, AMFI, IRDA, CFA, CFP, FRM, or MBA (Finance) b. Experience: . Minimum 10 years of professional experience, including at least 7+ years of BFSI...SuggestedPune3 days ago
- ...equity research and holds at least one of the following qualifications: Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) or Certified Management Accountants (CMA) Financial Risk Manager (FRM). The team aims to understand our users financial data needs to...SuggestedFull time
- ...related field. Certifications NISM Series V-A (mandatory – must be completed within 60 days of joining if not already held). CFP (Certified Financial Planner) preferred. Experience ~5 to 8 years of relevant experience in wealth management, financial advisory,...SuggestedPune17 days ago
- ...award-winning educational technology company specializing in coaching for renowned global programs in finance and accounting, such as CFA, CFP, ACCA, CMA (USA), IBOC, and Stock Market courses. With a commitment to empowering individuals, FPA provides both classroom and online...SuggestedFull timePune3 days ago
- ...understanding of financial products and investment concepts. ● Excellent communication, interpersonal, and relationship-building skills. ● Self-driven, disciplined, and eager to learn. ● Mandatory: NISM certification. ● Preferred: CFP, CFA, or other relevant certifications....SuggestedLong term contractPune3 days ago
- ...Company Description Rajesh Joshi CFP specializes in guiding individuals, families, and professionals toward long-term financial security through personalized financial planning. With a client-first approach, Rajesh Joshi provides strategic solutions tailored to each client...SuggestedLong term contractFull timeHybrid workRemote jobPunea month ago
- .... ~ Excellent communication and interpersonal skills to build and maintain client relationships. ~ Ability to work independently and as part of a team in a fast-paced environment. ~ Certifications such as CFP, CFA, or equivalent are preferred but not mandatory....SuggestedPunea month ago
- ...multiple priorities, and achieve targets. ·Bachelor's degree in Commerce, Marketing, or a related field (MBA in Finance preferred). CFP certification is a plus. Years of Experience: 5 years of relevant experience preferred. Benefits on being a part of Finnovate...SuggestedFull timePune2 days ago
- ...Experience in client relationship management Ability to assess and understand clients‘ financial goals Sales or customer service experience Bachelor‘s degree in Finance, Economics, Business, or related field Relevant certifications such as CFP or CFA are a plus...SuggestedFull timePune3 days ago
