cfp

Job Description: Job Overview We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value...

Job Description: Location - Hazra, Kolkata We are looking for a passionate, client-first Qualified Personal Finance Professional (QPFP) or Certified Financial Planner (CFP) to join our growing wealth management team. This role is ideal for someone who enjoys building long-term client relationships, creating comprehensive financial plans, and helping...

Job Title: Senior Financial Planning Specialist / Financial Planning Expert (Digital) Reporting To: Branch Manager/CEO About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial...

We're Hiring: CFP Trainer | Training & Content Department Location: Pimpri-Chinchwad, Pune-based candidates only | Employment Type: Full-time / Part-time | Pune-based candidates only Apply: Email your 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...

For CFP®️ professionals who believe the client comes first. We’re Hiring | Financial Advisor – Pune At NS Wealth, we believe financial advice begins with understanding the person behind the portfolio — their goals, priorities, circumstances and aspirations. We’re looking for a Financial Advisor who wants to build meaningful, long-term client...

Client Overview: Our client is a leading financial services firm specializing in providing investment advisory and wealth management solutions. They focus on delivering customized financial strategies to meet the unique needs and goals of their clients. With an emphasis on transparency, professionalism, and long-term success, the company offers services...

Client Overview: Our client is a leading financial services firm that focuses on providing investment advisory and wealth management solutions. They are committed to delivering customized financial strategies tailored to the unique needs and goals of their clients. With a strong emphasis on transparency, professionalism, and long-term success, they offer...

Assistant Manager – Prime Team DepartmentPrime – Direct Investor Sales Experience4–6 years in BFSI (Mutual Funds preferred) QualificationGraduate degree; MBA / CFA / CFP preferred CertificationNISM Series V-A (Mandatory) OpeningsAbout the RoleDSP Mutual Fund is looking for a sales enthusiast to manage a segment of High Net-Worth (HNI) investors. You...

Flex is the diversified manufacturing partner of choice that helps market-leading brands design, build and deliver innovative products that improve the world. A career at Flex offers the opportunity to make a difference and invest in your growth in a respectful, inclusive, and collaborative environment. If you are excited about a role but don't meet every...

Flex is the diversified manufacturing partner of choice that helps market-leading brands design, build and deliver innovative products that improve the world. A career at Flex offers the opportunity to make a difference and invest in your growth in a respectful, inclusive, and collaborative environment. If you are excited about a role but don't meet every...

Job Description: The Relationship Manager-Wealth 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...

About Finnovate Finnovate is a holistic financial planning and wealth advisory platform focused on transforming personal finance advisory in India through goal-based, client-centric solutions. Key Responsibilities • Drive business development, client acquisition, and revenue growth • Achieve branch-level sales targets across financial fitness...

 Client Coordination Role in a Fintech/NBFC/Mutual Fund/ Investment company  Assisting with client servicing regarding reports, online and offline transactions, and operation services Assisting clients with onboarding, fee payment, and making vendor payments - Maintain accounts and manage compliances Manage internal software for reporting  Should be...

 Client Coordination Role in Mutual Funds Industry Assisting with client servicing regarding reports, online and offline transactions and operation services Assiting clients with onboarding, fee payment and making vendor payments - Maintain accounts and manage compliances Manage internal software for reporting  Should be flexible with any kind of...

Wealth Manager – Private Wealth Management Location: Mumbai | Full-time | On-site About SMIFS Limited SMIFS Limited is a leading financial services firm with a strong presence in Wealth Management and Capital Markets, offering investment solutions to HNI/UHNI clients, corporates and institutions. Key Responsibilities * Manage and grow an existing...

Job Description:   Servicing franchisee & existing PMS clients. Build a good rapport with them by providing market information & current portfolio status. Cross selling of Equity, Mutual Fund & PMS products. Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs. Achieving...

The Preferred 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...

Job Description: Business Development ManagerJob description: Will be responsible for acquiring clients for US stocks trading through existingsales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP andbusiness associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF,...

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...

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...