Financial Portfolio Planner

Company DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

**Job Tital: Certified Financial Planner (CFP)** **Location**: **Experience: 1-3 years (or as required)** **Employment Type: Full-time** About the Role: Key Responsibilities: - Assess clients’ financial situation, goals, risk tolerance, and cash flow. - Develop comprehensive financial plans including investments, tax planning, retirement, insurance,...

Required Skills CFA level 2-3 Certified Financial Planner Wealth Investment Advisory Develop customized financial plans aligned with clients life goals liquidity needs and risk profiles Provide advice across asset classes including equities fixed income AIFs PMS real estate insurance and private equity Support in asset allocation portfolio rebalancing and...

Job Tital: Certified Financial Planner (CFP)Location:Experience: 1–3 years (or as required)Employment Type: Full-timeAbout the Role:We are seeking a skilled and client-focused Certified Financial Planner (CFP) to join our team. The ideal candidate will provide expert financial advice, develop personalized financial strategies, and help clients achieve...

1. POSITION VACANT: Portfolio Lead Financial Institutions (Microfinance Focus), New Delhi/ Chennai, 2. ORGANIZATIONAL BACKGROUND: , is a global non-profit headquartered in Kansas City, Missouri, USA, working to bring water and sanitation to the world. Co-founded by Gary White and Matt Damon in 2009, helps remove the barriers between people living in...

Role: Financial PlannerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop...

Job Title:Life Planner / AdvisorLocation:Remote Job Type:Commission-Based Compensation:Commission + Rewards and Performance-Based BonusesAbout Us: TATA AIA Life Insurance is a rapidly growing Life Insurance company dedicated to helping individuals and families protect their futures through smart life insurance solutions. We pride ourselves on our...

Company Description1CR Club is a comprehensive wealth management and financial advisory platform designed to help individuals and families plan, invest, and prosper with confidence. We offer personalized roadmaps for financial independence, execute investments seamlessly, and provide proven strategies and expert guidance for wealth growth. Our end-to-end...

Location: Delhi, Mumbai, Kolkata, HyderabadExperience: Minimum 2 yrsJob Acquisition of Point of sales persons/ Associates- Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of different Insurers- Give Joint call support to all POSPs along with Direct Sales exposure- Accountable for Business Targets individually in...

**Role - Credit Processing Associate** - We are looking for a Credit Processing Agent who understands the work of credit underwriting, documentation and processing for unsecured credit. The primary focus will be to understand and implement credit policies, monitor and analyze credit data, interact with customers to verify and collect credit information and...