Amfi Irda Certified Trainer

Job Category Wealth 11512 Core domain expertise have Sound knowledge of Wealth 1 Assist in raising funds from HNI UHNI clients with Technical Fundamental research for equities and advising the same to clients mapped to the wealth managers 2 Regular meetings with Active clients converting the dormant clients into active along with respective wealth manger 3...

Job Title:Microsoft Certified Trainer (Freelance / Contract) – Azure, AI, Microsoft 365, Data & Security Fundamentals ( Duration 4 - 6 days per project)Company: Stellar International Training SolutionsLocation: Pune (Offline trainer requirement)About Us:Stellar International Training Solutions is a leading corporate and academic training organization with...

**Job Title**: **Microsoft Certified Trainer (Freelance / Contract) - Azure, AI, Microsoft 365, Data & Security Fundamentals ( Duration 4 - 6 days per project)** **Company: Stellar International Training Solutions** **Location**:Pune (Offline trainer requirement) **About Us**: Stellar International Training Solutions is a leading corporate and academic...

Job Category KMBLDegree Level Bachelor s Degree Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products builds penetration for remote banking channels like net mobile banking Informs customers of new products or product enhancements to further expand...

Job Category KMBLDegree Level Bachelor s Degree JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers Sources new bank customers through external individual efforts and acquisition channel Cross sells bank products to existing set of Branch customers which are mapped Informs customers of...

DescriptionCore domain expertise have Sound knowledge of Wealth1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.3. Regular...

**Education** : Post Graduate/ Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification **Location** : Mumbai, Hyderabad, Chennai, Bangalore **Experience** :3+years of Relationship Management experience in Banks, NBFC, Brokerage houses. Roles & Responsibilties: Achieve personal and business unit goals by implementing a variety of...

Job Profile:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customersSources new bank customers through external individual efforts and acquisition channelEnsures high levels of customer service orientation and application of bank policyCross sells bank products to existing set of...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management - Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals...

**Job Summary** As a **Certified Financial Planner (CFP) Trainer** at FPA Edutech, you will be responsible for training aspiring financial planners, developing high-quality course content, and ensuring learners gain strong conceptual and practical knowledge in financial planning. This role is ideal for certified professionals who are passionate about...