cfp jobs in Pune

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...

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...

Core Responsibilities: ● Engage with the clients regularly and conduct their portfolio reviews. ● Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. ● Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. ● Prepare and interpret client...

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...

Job Description: Job Summary The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory...

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...

A            Position Overview: Position Title Training Manager (Partnership Distribution)   Role Summary: To manage training & development objective of  the allotted PARTNER branches/cluster To ensure optimal training coverage to realize desired sales & product mix objective. To plan training calendar and ensure training coverage as...

Specialist - BCM - Asset & Wealth ManagementReady to turn bold ideas into real-world impact? At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology...

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,...

Sr. Analyst - Process Analytics - F&AReady to turn bold ideas into real-world impact? At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology...

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...

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...

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...

Job Description\nAbout the Company\nJainam 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.\n\nAbout the Role\nLead...

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...

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...

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...

Job Title: Business Development / Relationship ManagerReporting To:Branch Manager/CEOAbout 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 have helped over 3500...