CFP Jobs in Mumbai
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Search Results - CFP Jobs in Mumbai
Motilal Oswal Financial Services Ltd-Mumbai-
they fit into clients' portfolios.
6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
8. ..
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Motilal Oswal Financial Services Ltd-Mumbai-
their suitability for client portfolios.
• Collaborate with internal product and research teams (Centralized CFP Team) to support informed investment decisions.
• Plan, organize, and participate in seminars, workshops, and other business development initiatives...
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Motilal Oswal Financial Services Ltd-Mumbai-
6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
8. To conduct and assist...
Read more
Motilal Oswal Financial Services Ltd-Mumbai-
with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
8. To conduct and assist in organizing seminars...
Read more
Motilal Oswal Financial Services Ltd-Mumbai-
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
8. To conduct and assist in organizing...
Read more
Motilal Oswal Financial Services Ltd-Mumbai-
for client portfolios.
Collaborate with internal product and research teams (Centralized CFP Team) to support informed investment decisions.
Plan, organize, and participate in seminars, workshops, and other business development initiatives to drive client...
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InCred Money-Mumbai-
with a finance degree (MBA, CFP or any similar educational background)
B. Knowledge of investment products like Unlisted Equity, Bonds, Mutual Funds, FDs etc. is required
C. Experience in wealth management is preferred but not mandatory
D. Candidate should...
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Motilal Oswal Financial Services Ltd-Mumbai-
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
8. To conduct and assist in organizing...
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Anand Rathi Share and Stock Brokers Ltd-Mumbai-
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-Mumbai-
for client portfolios.
6. Collaborate with internal product and research teams (Centralized CFP Team) to support informed investment decisions.
7. Plan, organize, and participate in seminars, workshops, and other business development initiatives to drive...
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Lxme-Mumbai-
relatable, actionable, and inspiring.
• Comfortable in a high-growth, mission-driven startup environment.
Qualifications & Experience
• 8+ years in BFSI / fintech / wealth management / financial education.
• NISM Series V-A, CFP, CFA Level 1+ preferred...
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Capitalmind-Mumbai-
and evidence, and the ability to close without manipulation.
• Communication: Exceptional ability to simplify complex data. You prefer a clear /"no/" to a vague /"maybe./"
• Good-to-have: CFA, CFP (Certified Financial Planner) or NISM X-A/X-B certification...
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Larsen & Toubro-Vyoma-Mumbai-
preferred)
Qualifications
Bachelor’s Degree in Mechanical / Electrical Engineering
Fire protection certifications: NFPA Certification – Optional but advantageous
CFPS (Certified Fire Protection Specialist) – Optional but advantageous
Key Competencies...
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Motilal Oswal Financial Services Ltd-Mumbai-
their suitability for client portfolios.
6. Collaborate with internal product and research teams (Centralized CFP Team) to support informed investment decisions.
7. Plan, organize, and participate in seminars, workshops, and other business development initiatives...
Read more
PLEXO-Mumbai-updazz.com-
Qualifications
• 5-12 years of experience in wealth management, private banking, or investment advisory
• Relevant certifications such as CFA, CFP , or NISM are advantageous
• Bachelor's or Master's degree in Finance, Economics, Business, or a related field...
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