CFP Jobs in Pune
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MoneyWorks4Me-Pune
personal and team targets Qualifications and other requirements :- Masters Degree in Finance, Economics or Commerce Candidates must complete NISM XA, XB within 6 months of joining. Candidates with valid CFP also eligible Passionate about equity investing...
Max Life Insurance-Pune
Essential qualifications and experience: . Certifications in Financial markets Like - AMFI / CFP .
Minimum 2 Yrs
Competence required: . Good Communication (Verbal & Written),Experience in selling multiple financial products,Interpersonal...
naukri.com -
Circle Wealth Advisors Private Limited-Pune
follow-up actions Creating client presentations Helping clients in tax planning Handling incoming prospect queries Prefered Qualifications- A postgraduate along with CFP / CFA / NISM XA XB with an understanding of investment products and taxation.
Desired...
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