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Weekday AI-Mumbai
the year.
QUALIFICATIONS & REQUIREMENTS
Academic background
• Chartered Accountant or top-tier MBA (mandatory), together with one of the following:
• CFP or CWM; or
• CFA Level 2 cleared / CFA Level 3 candidate.
Work experience
• Relevant experience...
workable.com -
Creative Hands Hr-Chennai
portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking
investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business
development activities.
Qualifications:
An MBA...
foundit.in -
Tata AIA Life-Kanpur
Relationship Building skills
Decision making skills
F Incumbent Characteristics
Essential
Desired
Qualification
Graduation with MBA preferred
At least 2 papers of CFP (AFP), preferably a CFP Insurance Qualification like LUTCF, LOMA Level 1/AIII...
foundit.in -
Tata AIA Life-Hyderabad
papers of CFP (AFP), preferably a CFP Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage
Experience
1. At least 5 years of sales experience
2. Life Insurance Sales Training experience essential
3. Should have exposure...
foundit.in -
Creative Hands Hr-Chennai
Job Description
Qualifications:
An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in
Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience:
Minimum 6 months experience...
foundit.in -
Franklin Templeton-Kolkata
/ Qualifications:
• AMFI/NISM certification (Advisors Module) mandatory
• Any Financial Advisory Linked Qualification - CFP, CFA
Skills And Abilities:
• Strong written and oral communication skills
• Presentation skills
• Perseverance & Patience
• Flexibility...
foundit.in -
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