▷ (06/11/2025) Certified Financial Planner – CFP Investment Services

4 weeks ago

Nagpur, India Wealth Premier Finserv Full time

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: herzel@wealthpremier.com 85919 47337 www.wealthpremier.com

  • [06/11/2025] Account Manager

    4 weeks ago

    Nagpur, India Quantum Integrators Full time

    Position - Account Manager Location - Nagpur Duration - Full time Preferring the experience in US Recruitment Staffing Key Responsibilities - Act as the primary point of contact for assigned IT service and consulting clients. - Build and maintain strong C-level and stakeholder relationships to ensure alignment with client IT and business goals. - Manage the...

  • Entrepreneur in Residence

    4 weeks ago

    Nagpur, India Hoora Full time

    Job Title : Entrepreneur in Residence (EiR) Company: Hoora Technologies Location: Nagpur (In-office role) Reports to: CEO / Co-Founder Experience: 2–3 years (Ex-Founder preferred) Salary: ₹5 to 10 Lacs per annum Domain: Performance Marketing, Ecommerce, Content Writing, Sales, Graphic/Visual Designer, Business Analyst, Talent Acquisition. Job Mission You...

  • Financial Wellbeing Coach

    2 weeks ago

    Nagpur, Maharashtra, India Mantra Care Full time

    **Job Title**: Onsite Financial Well-Being Expert **Location**: Nagpur, India **Company**: Mantra Care **About Mantra Care** Mantra Care is dedicated to empowering individuals with holistic well-being solutions, covering physical, mental, and financial health. We believe in creating a positive impact by providing customized support to our clients, helping...

  • FOREX INVESTOR

    1 day ago

    Nagpur, India FOREX INVESTMENT Full time

    Company Description We suggest you enter details here. Role Description This is a contract remote role for a FOREX Investor at FOREX INVESTMENT. The Investor will be responsible for tasks related to Escrow, Communication, Customer Service, Title Insurance, and Training in the forex investment industry. Qualifications - ZERO QUALIFICATION CAN ALSO APPLY WE...

  • Preferred Relationship Manager

    1 week ago

    nagpur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Preferred Relationship Manager

    1 day ago

    Nagpur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Preferred Relationship Manager

    24 hours ago

    Nagpur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Graphic Designer

    1 week ago

    Nagpur, Maharashtra, India AP Digilab Full time

    **Key Responsibilities**: - Collaborate with team members to conceptualize and execute marketing campaigns. - Maintain brand consistency across all visual assets. - Create infographics, presentations, and other graphic content to support business communication. - Prepare final assets for production and ensure quality and accuracy. - Stay updated with...

  • Qualified Financial Advisor

    2 weeks ago

    Nagpur, India deVere Group Full time

    deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

  • Client Relationship Executive

    1 week ago

    Nagpur, Maharashtra, India SAAIVISTA Investment Services Pvt Ltd Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    About Saaivista Investment Services Pvt. Ltd.Saaivista is a boutique investment distribution firm specializing in 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 (𝐏𝐌𝐒),𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬...