CFP Jobs
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Search Results - CFP Jobs
Motilal Oswal Financial Services Ltd-Sūrat-
investment advisory and portfolio managementTrack market trends and identify new opportunitiesCollaborate with Product & Research (CFP Team)Conduct seminars and business development initiatives
Skills & CompetenciesRelationship management & client...
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Hireginie Talent Cloud-Gurgaon-mncjobsindia.com-
million transactions we hold a significant share of the online investment market Job Title CFP Relationship Manager Investor AdvisorExperience 3-8 years in financial planning and wealth management advisory Education Graduate CFP CFA CA...
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Motilal Oswal Financial Services Ltd-Jūnāgadh-
Provide investment advisory and portfolio management
• Track market trends and identify new opportunities
• Collaborate with Product & Research (CFP Team)
• Conduct seminars and business development initiatives
Skills & Competencies
• Relationship...
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Moneyfrog Financial Services Pvt. Ltd.-Amrāvati-
financial markets and identify opportunities aligned with client objectives
• Bachelor's degree in Finance, Economics, or a related field (Master's degree or certifications like CFP or CFA are advantageous)
• Min 3 year's Experience in wealth management...
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6 similar jobs: Solāpur, Sāngli, Mumbai, Pune, Nashik...
Motilal Oswal Financial Services Ltd-Ahmadābād-
Provide investment advisory and portfolio management
• Track market trends and identify new opportunities
• Collaborate with Product & Research (CFP Team)
• Conduct seminars and business development initiatives
Skills & Competencies
• Relationship...
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Anand Rathi Share and Stock Brokers Ltd-Hyderabad-
investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing...
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Motilal Oswal Financial Services Ltd-Vadodara-
Provide investment advisory and portfolio management
• Track market trends and identify new opportunities
• Collaborate with Product & Research (CFP Team)
• Conduct seminars and business development initiatives
Skills & Competencies
• Relationship...
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fpsb india-Bangalore-foundit.in-
portfolio management.
Who Should Apply : CFP & NISM X A & X B
Responsibility
• Assist in Goal based financial planning and investment advisory for clients
• Track and maintain client portfolios and prepare periodic performance reports
• Support senior...
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Motilal Oswal Financial Services Ltd-Bhavnagar-jmmst.com-
investment advisory and portfolio management Track market trends and identify new opportunities Collaborate with Product & Research (CFP Team) Conduct seminars and business development initiativesSkills & Competencies Relationship management & client...
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5 similar jobs: Vadodara, Ahmadābād, Jūnāgadh, Jamnagar, Rājkot
Kotak Mahindra Bank-Hyderabad-
returns.
• Ensure audit readiness, zero tolerance to deviations, and timely rectifications.
• Act as first line of defence for risk and compliance at area level.
Qualification & Experience Requirements
Education
• Graduate (Mandatory)- MBA / CAIIB / CFP...
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Motilal Oswal Financial Services Ltd-Sūrat-
Provide investment advisory and portfolio management
• Track market trends and identify new opportunities
• Collaborate with Product & Research (CFP Team)
• Conduct seminars and business development initiatives
Skills & Competencies
• Relationship...
Read more
Anand Rathi Share and Stock Brokers Ltd-Dehradun-
investment opportunities/financial market trend to determine whether they fit into client's portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing...
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Motilal Oswal Financial Services Ltd-Anand-
Provide investment advisory and portfolio management
• Track market trends and identify new opportunities
• Collaborate with Product & Research (CFP Team)
• Conduct seminars and business development initiatives
Skills & Competencies
• Relationship...
Read more
Anand Rathi Share and Stock Brokers Ltd-Hyderabad-
investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing...
Read more
Motilal Oswal Financial Services Ltd-Jamnagar-
Provide investment advisory and portfolio management
• Track market trends and identify new opportunities
• Collaborate with Product & Research (CFP Team)
• Conduct seminars and business development initiatives
Skills & Competencies
• Relationship...
Read more
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