cfp

• JOB DESCRIPTION CFP Trainer Training & Content Department • LOCATION Western Line preferred. • EMPLOYMENT TYPE • Full-time APPLY – EMAIL RESUME TO sandra.santhosh@fpa.edu.in • ABOUT FPA EDUTECH FPA Edutech is one of India's leading EdTech institutes in Accounting and Finance, with 17+ years of excellence and 6,00,000+ learners. As an ACCA...

WE'RE HIRING: CFP® TRAINER Training & Content Department Location: Mumbai – Western/Central line (Mumbai) Employment Type: Full-time Apply: soham.joshi@fpa.edu.in ABOUT FPA EDUTECH FPA Edutech is one of India's leading EdTech institutes in Accounting and Finance, with 17+ years of excellence and a community of 600,000+ learners. As an ACCA Platinum...

WE'RE HIRING: CFP® TRAINER Training & Content Department Location: Mumbai – Western Line Employment Type: Full-time Apply: sandra.santhosh@fpa.edu.in ABOUT FPA EDUTECH FPA Edutech is one of India's leading EdTech institutes in Accounting and Finance, with 17+ years of excellence and a community of 600,000+ learners. As an ACCA Platinum Approved Learning...

We are Hiring: Wealth Manager – Private Wealth 🚀 Location- Ahmedabad, Surat, Rajkot, Vadodara Motilal Oswal Financial Services Ltd. is looking for a dynamic Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions. 📌 Key Responsibilities: • Client Acquisition: Build HNI/UHNI client bases via cold...

We are Hiring: Wealth Manager – Private Wealth 🚀 Location: Pune Motilal Oswal Financial Services Ltd. is looking for a dynamic Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions. 📌 Key Responsibilities: • Client Acquisition: Build HNI/UHNI client bases via cold calling, networking, & market...

Relationship Associate – Trainee (Insurance & Mutual Funds) | Freshers Welcome Prospertive Associates LLP | Vidyavihar West (near Ghatkopar), Mumbai | Full-time, On-site About Us Prospertive Associates LLP is an AMFI-registered Mutual Fund Distributor and insurance distribution firm, led by a CFP® professional and MDRT member since 2008. We serve...

Responsibilities • Advise clients directly on wills, trusts, nominations, powers of attorney and succession planning • Draft and review estate plans that are legally sound and fit each family’s assets and relationships • Apply the Hindu Succession Act, the Succession Act, Muslim personal law and the tax rules that go with them • Handle complex...

Experience in Domestic market only Job location - Mumbai Market & Liquidity Risk – ALM Specialist We are looking for experienced professionals in Asset & Liability Management (ALM) / Market Risk / Liquidity Risk with strong exposure across regulatory, analytical, and governance frameworks. Key responsibilities may include: • Preparation or validation...

Company Description Dilzer Consultants Pvt. Ltd., a SEBI Registered Investment Advisor (INA200002239), is a progressive financial planning and wealth management practice known for disciplined processes, thorough research, and a focus on long-term profitability for clients. The firm delivers personalized, consistent advisory services built on trust,...

Company Description Vinfyn Advisory is a financial guidance firm that supports individuals, families, and businesses in making informed financial decisions. The firm focuses on bringing clarity, confidence, and direction to clients’ financial lives through services such as financial health assessments, planning, and wellness initiatives. Core areas include...

Job Role: Relationship Manager Company Website: http://aspirefinancialservices.in/ Location: Thane, Maharashtra, India Company Description: Aspire Financial Services is a financial distribution firm with over ₹300 +Crores of Assets Under Management (AUM). The firm provides investment solutions including Mutual Funds, Portfolio Management Services (PMS),...

Company Description Blue Ocean Financial Services Pvt Ltd is a SEBI-registered investment advisory company specializing in holistic financial planning and wealth management. The firm operates in a fiduciary capacity, prioritizing client goals and long-term financial success over short-term market movements. Blue Ocean supports clients in navigating external...

Company Description Anand Rathi Wealth Limited (ARWL) is an NSE500-listed wealth management firm focused on simplifying wealth creation for high-net-worth and ultra-high-net-worth clients. Since 2002, ARWL has built a strong reputation for transparent, data-backed, and objective-driven private wealth solutions. The firm specializes in wealth creation, risk...

Company Description Choice Wealth is a leading Wealth and Financial Services provider focused on wealth creation, protection, and transfer for clients in India and global markets. As part of the diversified Choice Group, the organization draws on more than 20 years of financial expertise, trust, and market experience. Serving over 400,000 clients across 88...

Job DescriptionPosition S0/ AM/ DM No. of PositionsDepartment Direct Sales Force Function CAT-EliteReporting to Branch Relationship Manager Band 5/5A/5BLocation -  LucknowJob SummaryIs responsible for generating revenue by focusing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service...

Job description We're Hiring Relationship Manager/ Sr Relationship Manager Job Purpose:- The purpose of this role is to acquire new clients and enhance engagement with existing clients by providing comprehensive financial planning and investment solutions based on their financial goals, risk appetite, and return expectations, while achieving the revenue...

About Us - PeakAlpha is an award winning, SEBI-registered Financial Advisor, Wealth Manager and Mutual Fund Distributor, driven by one credo: to respect and manage others’ money as we would our own. Twenty-one years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and...

Job Description: Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role...

About 79th East 79th East Private Limited is a Hyderabad-based investment services firm, an AMFI-registered Mutual Fund Distributor (ARN-364145) and distributor of Portfolio Management Services (PMS Registration No. APRN10260). The Role We are looking for a Relationship Manager to be the primary point of contact for clients, with strong knowledge of Mutual...

Job Description: Job Description: Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client...