cfp jobs in Pune

About AlphaSense: The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts,...

Job Description: Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update...

About AlphaSense:  The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts,...

Key Responsibilities:Client Relationship Management:Develop and maintain strong, long-term relationships with existing and prospective HNI clients.Regularly meet clients to understand their financial goals, objectives, and risk tolerance.Serve as the primary point of contact for clients, providing exceptional customer...

Key Responsibilities:Team Leadership & Management:Lead, motivate, and mentor a team of Relationship Managers to achieve individual and team targets.Set performance goals, monitor progress, and provide feedback and coaching to team members to improve sales, service, and client relationship management.Foster a...

Job Title:       Financial Planning Specialist / Financial Planning Expert (Digital)Reporting To:       Branch ManagerAbout Finnovate:Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftlyTo date we...

Job Overview:The Relationship Manager for Wealth Management (HNI) will be responsible for managing a portfolio of high-net-worth individuals (HNI), providing them with comprehensive financial advice, solutions, and services tailored to their specific needs. This role requires an individual with strong relationship-building skills, extensive knowledge of...

4 days left Employer AlphaSense Location Pune Posted Sep 03, 2026 Closes Oct 06, 2026 Ref 5869139199 Role Analyst Level Staff Certification CMA: Preferred Work Mode Work from office Hours Full Time Organization Type Corporate • You need to sign in or create an account to save • Apply(This will open in a new window from which you will be...

Type: Full Time Location: Pune Description: Company Name : PGIM India Asset Management Private Limited Experience Level :6 - 10 years Industry : Wealth Management, Mutual Fund Application Deadline : 20th June, 2026 About The Company PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management business of the US based...

About the Company Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India. With a strong foundation of trust, innovation, and client-centricity, Jainam continues to expand its presence in the capital markets ecosystem. About the Role Lead the growth of our PMS &...