CFP Intern

Responsibilities:Assist in designing and organizing presentations, handbooks, and digital learning assets for internal trainingHelp draft and document Standard Operating Procedures (SOPs) for various organizational workflows and departmentsContribute to the development of written and visual content used for internal training, onboarding, and upskilling...

Job Description:Description:We have an urgent opening for the position of  Senior  Manager for a reputed company at the Ghatkopar location.Responsibilities:Revenue Management: Responsible for ensuring the revenue targets through Online and digital marketing is achieved, shared responsibility of overall MF revenue targetsResponsible for analyzing...

Company DescriptionAtom Privé Financial Services is a boutique private wealth management firm dedicated to serving high-net-worth families with bespoke strategies tailored to their ambitions, values, and legacy goals. With a focus on safeguarding assets, managing risk, and enabling long-term, multi-generational impact, the firm goes beyond returns to...

Head – Corporate Wealth ManagementRole Overview:The Head of Corporate Wealth Management will be responsible for driving the strategic direction, growth, and performance of the corporate wealth business. This role involves providing comprehensive wealth management solutions to corporate clients, including treasury management, investment advisory, and...

This role is focused on generating leads, prospecting new clients, and setting up meetings for the Sales Head / Banker, rather than closing deals yourself. The Account Manager will act as the front‐end of the sales funnel-researching potential clients, initiating outreach, and coordinating the pipeline.Responsibilities:Identify potential new clients (HNI,...

Position: Finance Trainer – Training & Content DepartmentLocation: Mumbai | Mode: In-person | Schedule: Full-timeShare your resume: Job SummaryWe are seeking a dynamic and passionate Certified Financial Planning to join our growing academic team at FPA Edutech. The ideal candidate will be responsible for delivering high-quality financial education,...

Job Title: Senior Manager Institutional & Channel Sales . Role -Overview We are looking for a dynamic and well-connected B2B Sales Manager who will drive institutional and intermediary partnerships for our PMS, AIF, and quantitative investment strategies. The ideal candidate brings a proven track record of exceeding AUM/revenue targets , a strong network...

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Mumbai/PuneDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer...