Certified Financial Planner – CFP Investment Services
2 weeks ago
Job Responsibilities: · Existing Customers – Relationships Mapped · Responsible for managing relationships with clients & providing investment advisory services · Monitoring and managing client portfolios, developing and implementing investment strategies · Get the Risk Profiling Done · Portfolio Reviews with Clients · Get Investment Top ups and increased Wallet Share · Get References · New Customers · Responsible for Adding New Relationships & Acquire NRI Relationships · Arranging for Investor Awareness Programs in Corporates · Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF’s, Startups & other Investment Products · Research & Knowledge · Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news · Attending Fund Manager Calls and Product calls and Meetings · Get Acquainted with Morning Star Research Platform and other Software’s for Analysis · Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products Other Requirements – Good Analytical and Communication Skills · Experience – 1 - 2 Years. · Compensation – As per Industry Standards. Qualification Required – Certified Financial Planner & NISM VA Contact Details:
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maharashtra, India Wealth Premier Finserv Full timeJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios, developing and implementing investment strategies· Get the Risk Profiling...
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Investment Advisor
5 days ago
Ghatkopar West, Mumbai, Maharashtra, India Pretty Child Full time**Job description** **Job Title**: Certified Financial Planner (CFP) **Company**: Azuke Global Investment Advisory LLP (AGIAL) **Location**: Mumbai **Experience**: Minimum 3 years in financial planning and advisory to retail clients **Education**: Graduation (minimum) with a valid CFP certification **Critical Qualities**: - Adherence to ethical...
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Cfp Trainer
1 week ago
Borivali, Mumbai, Maharashtra, India FPA Edutech Private limited Full timeAbout FPA Edutech FPA Edutech stands as a leading education provider for various internationalcertifications, including: - CFP - Certified Financial Planners - USA - ACCA - Association of Certified Chartered Accountants - UK - CMA - Certified Management Accountants - USA - CFA - Chartered Financial Analyst - USA - CPA - Certified Public Accountants - USA -...
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Financial Planner
7 days ago
Mumbai, Maharashtra, India SSterling Workforce Enterprises Private Limited Full time**Location - Lower Parel** **Skills**: Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and...
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Financial Planner
7 days ago
Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeWe have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3 - 5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...
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Financial Planner
2 weeks ago
Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeWe have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...
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Junior Planner
5 days ago
Kharghar, Navi Mumbai, Maharashtra, India V-Financial Services Full time ₹ 2,16,105 - ₹ 4,32,210 per yearAbout V-Financial ServicesV-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach.Role OverviewThe Junior Financial Planner will...
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Financial Planner
2 days ago
Mumbai, Maharashtra, India Bizaccenknnect Pvt. Ltd. Full time**JOB DESCRIPTION**: **Experience: 2+ Years in Financial Planning** **Certification: CFP CERTIFIED FINANCIAL PLANNER** **CWM / NISM XA - XB** **Location: Goregaon Mumbai** ▪ Create a financial plan after understanding the client profile. ▪ Understand Approach and services. ▪ Keep an eye on the Client Financial Plan and hold meetings to discuss...
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Financial Planner
3 days ago
Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full timeAbout Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...
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Remote Financial Planner
2 weeks ago
Mumbai, Maharashtra, India Nivati Full time**You're looking for something exceptional! So are we!** We are searching for an experienced and self-driven Remote Financial Planner to join our team! In this role, you will mainly be responsible for delivery of top-quality financial counseling to corporate clients. All while working in a remote environment and being able to choose your own...
