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Cfp Certified Financial Planner Jobs

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Adidar Consulting 5-8 yrs Mumbai
Keyskills:
CFP, Finance, Certified Financial Planner, Mutual Funds, Financial Planning...
Job Description: Graduate, with minimum of 5 years experience in retail financial services;The candidate should posses ...
Not disclosed
Posted by Shekhar Tiwari , 13 days ago
Bajaj Capital Limited 3.7(182 reviews) 2-7 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
certified financial planner, financial planning, finance, wealth management...
Job Description: Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added advantage;Good communication ...
3,00,000 - 7,00,000 P.A. + Reimbursements
Posted by Catherine , 15 days ago
Bajaj Capital Limited 3.7(182 reviews) 0-3 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
certified financial planner, financial planning, finance, wealth management...
Job Description: Candidates with Graduation /NISM/ CFP /PGDFP/MFP /CWM certification would have an added advantage;Good ...
Not disclosed
Posted by Catherine , 29 days ago
Bajaj Capital Limited 3.7(182 reviews) 2-7 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
certified financial planner, financial planning, finance, wealth management...
Job Description: Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added advantage;Good communication ...
3,00,000 - 7,00,000 P.A. + Reimbursements
Posted by Catherine , 29 days ago
Cube Placement Services 1-6 yrs Bengaluru
Keyskills:
financial planning, cfa, cfp, certified financial planner...
3,75,000 - 5,00,000 P.A.
Posted by Rituraj Sharma , 22 days ago
Anand Rathi share and stock brokers limited 3.6(14 reviews) 5-10 yrs Mumbai, Pune, Nagpur
Keyskills:
wealth management, new client acquisition, cfp, aum, wealth...
Job Description: Maintaining client relationships and generate AUM from preferred clients;The Relationship Manager will ...
5,00,000 - 15,00,000 P.A. Incentives
Posted by Ganesh Sarkhot , 1 day ago
Anand Rathi share and stock brokers limited 3.6(14 reviews) 3-8 yrs Dehradun
Keyskills:
Business Development, Relationship Management, New Client Acquisition, CFP,...
Job Description: Good oral and written communication skills with clarity of thought, speech and expression;Maintaining ...
3,00,000 - 7,00,000 P.A.
Posted by Sweta Dujari , 1 day ago
Sharekhan Limited by BNP Paribas 4-9 yrs Mumbai
Keyskills:
cfp, finance, mutual funds, financial planning, business opportunity...
Job Description: Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs;Must be good at Client ...
Not disclosed
Posted by Radhika Singh , 1 day ago
Sharekhan Limited 4.2(205 reviews) 4-9 yrs Mumbai
Keyskills:
cfp, finance, mutual funds, financial planning, business opportunity...
Job Description: Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs;Must be good at Client ...
Not disclosed
Posted by Radhika Singh , 1 day ago
Black Ladder Constructions 2-6 yrs Delhi NCR, Mumbai, Bengaluru, Chennai, Hyderabad, Pune, Kolkata, Ahmedabad, Visakhapatnam
Keyskills:
accounting, financial modelling, excel, budgeting, taxation, auditing...
3,25,000 - 8,25,000 P.A. Best In All Industry
Posted by Neha Kapoor , 1 day ago
PRISMCONSULTANTS 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
Finance, HNI Client Handling, Financial Planning, rm, mutul fund, mf...
2,00,000 - 5,00,000 P.A.
Posted by Kanchan Bhatia , 1 day ago
Bajaj Capital Limited 3.7(182 reviews) 0-1 yrs Chennai
Keyskills:
CFP, Investment Advisory, Wealth Management, Client Relationship Management...
Job Description: Freshers with MBA, B.Com or Finance background includes good communication skills are also welcome ...
Not disclosed
Posted by PARUL GARG , 5 days ago

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IMS Proschool Pvt. Ltd 4.2(12 reviews) 1-6 yrs Kochi
Keyskills:
student advisor, career advisor, enrollment executive, sales, counselling...
Job Description: FRESHERS with Good communication skills , reasonably good academics (above 60\%) OR Graduated from ...
Not disclosed
Posted 8 days ago
Axis Bank Limited 4.0(3478 reviews) 7-12 yrs Mumbai, Patna
Keyskills:
Mba Finance, Banking, Mutual Funds, Equity, Investment Advisory, Sales...
Job Description: - This will require a good understanding of the various investment products including mutual funds, ...
Not disclosed
Posted by Swapnashri , 13 days ago
Anand Rathi share and stock brokers limited 3.6(14 reviews) 5-10 yrs Mumbai, Pune, Nagpur
Keyskills:
business development, relationship management, hni client handling...
Job Description: Good oral and written communication skills with clarity of thought, speech and expression;Maintaining ...
5,00,000 - 15,00,000 P.A. Incentives
Posted by Rajesh Kedia , 18 days ago
Anand Rathi share and stock brokers limited 3.6(14 reviews) 6-11 yrs Chennai
Keyskills:
business development, relationship management, hni client handling...
Job Description: Maintaining client relationships and generate AUM from preferred clients;Experience Minimum 3-15 yrs in ...
7,00,000 - 17,00,000 P.A.
Posted by Pushpa Jaiswar , 17 days ago
IMS Proschool Pvt. Ltd 4.2(12 reviews) 1-6 yrs Bengaluru(Jayanagar+1)
Keyskills:
student advisor, career advisor, enrollment executive, sales, counselling...
Job Description: FRESHERS with Good communication skills , reasonably good academics (above 60\%) OR Graduated from ...
Not disclosed
Posted by Sumit , 24 days ago
Plan Ahead Wealth Advisors Pvt. Ltd. 2-7 yrs Mumbai, Bengaluru, Pune
Keyskills:
hni client handling, relationship management, mutual funds...
Job Description: This is a field job which involves traveling in the city, so should be able to take sales initiatives ...
3,50,000 - 8,50,000 P.A. As per Industry Standards & Re...
Posted by Shalini Dhawan , 26 days ago
Bajaj Capital Limited 3.7(182 reviews) 0-1 yrs Chennai
Keyskills:
CFP, Investment Advisory, Wealth Management, Client Relationship Management...
Job Description: Experience in mutual funds ,Life insurance , general insurance ;Good Communication ...
Not disclosed
Posted by PARUL GARG , 27 days ago
Anand Rathi share and stock brokers limited 3.6(14 reviews) 5-10 yrs Nagpur
Keyskills:
business development, relationship management, hni client handling...
Job Description: Good oral and written communication skills with clarity of thought, speech and expression;Maintaining ...
5,00,000 - 12,00,000 P.A.
Posted by Rajesh Kedia , 29 days ago
Bajaj Capital Limited 3.7(182 reviews) 2-7 yrs Pune
Keyskills:
financial planning, finance, wealth management, mutual funds, insurance...
Job Description: Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added advantage;Good communication ...
2,00,000 - 5,00,000 P.A. + Reimbursements
Posted by Catherine , 29 days ago
Karvy Stock Broking Limited 1-5 yrs Hyderabad
Keyskills:
Finance, Sales, Financial Planning, Certified Financial Planner, CRM...
3,00,000 - 6,00,000 P.A.
Posted by Bhaskar Sadu , 29 days ago
ABans Group of Companies 10-14 yrs Mumbai
Keyskills:
Sales, Structured Products, Finance, Investment Banking, CFP...
Job Description: Should have good communication & presentation skills;10- 12 years of Sales experience in direct ...
Not disclosed
Posted by HR , 17 days ago
Anakin Management Consultants Pvt Ltd 11-15 yrs Ahmedabad, Mumbai, Pune
Keyskills:
Business Development, Relationship Management, New Client Acquisition...
Job Description: - Maintaining client relationships and generate AUM from preferred clients;"The Relationship Manager ...
Not disclosed
Posted by Not Provided , 17 days ago

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Anakin Management Consultants Pvt Ltd 6-10 yrs Ahmedabad, Mumbai, Pune
Keyskills:
Business Development, Relationship Management, New Client Acquisition...
Job Description: - Maintaining client relationships and generate AUM from preferred clients;The Relationship Manager will ...
Not disclosed
Posted by Not Provided , 17 days ago
Anakin Management Consultants Pvt Ltd 9-12 yrs Ahmedabad, Pune, Nagpur, Mumbai
Keyskills:
Business Development, Relationship Management, New Client Acquisition, HNI,...
Job Description: - Maintaining client relationships and generate AUM from preferred clients;"The Relationship Manager ...
Not disclosed
Posted by Not Provided , 17 days ago
Anakin Management Consultants Pvt Ltd 4-8 yrs Mumbai, Ahmedabad, Nagpur, Pune
Keyskills:
Business Development, Relationship Management, New Client Acquisition, HNI,...
Job Description: - Maintaining client relationships and generate AUM from preferred clients;"The Relationship Manager ...
Not disclosed
Posted by Not Provided , 17 days ago
I Can India-Startup 1-2 yrs Mumbai
Keyskills:
Relationship Management, HNI, CFP
Job Description: Experience: Preferably from similar background but not ...
Not disclosed
Posted by HR , 33 days ago
I Can India-Startup 0-3 yrs Mumbai
Keyskills:
Mba, Insurance, Banking, Finance, CFP, Financial Products
Job Description: To maintain a minimum 50 individual independent advisors in the first year;To provide support to these ...
Not disclosed
Posted by HR , 33 days ago
IMS Proschool Pvt. Ltd 4.2(12 reviews) 1-6 yrs Chennai
Keyskills:
student advisor, career advisor, enrollment executive, sales, counselling...
Job Description: FRESHERS with Good communication skills , reasonably good academics (above 60\%) OR Graduated from ...
Not disclosed
Posted by Jagruti G , 33 days ago
OPULENT INVESTMENT ADVISER PRIVATE LIMITED 0-1 yrs Mumbai(Fort+1), Mumbai Suburbs
Keyskills:
equity, communication skills, finance, relationship manager, nism, ncfm...
Not disclosed
Posted by Rajeshree Hankare , 5 days ago
PRISMCONSULTANTS 5-10 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
finance, hni client handling, rm, mutul fund, mf, wealth, hni, m / f...
7,00,000 - 12,00,000 P.A.
Posted by Kanchan Bhatia , 8 days ago
LIC OF INDIA 4.4(500 reviews) 0-1 yrs Mumbai, Mumbai Suburbs
Keyskills:
Insurance ADVISOR, sales marketing insurance, life insurance - sales...
Not disclosed
Posted by MAHESH K MEENA , 20 days ago
PRISMCONSULTANTS 5-10 yrs Mumbai, Pune, Mumbai Suburbs
Keyskills:
finance, hni client handling, rm, mutul fund, mf, wealth, hni, m / f...
7,00,000 - 12,00,000 P.A.
Posted by Kanchan Bhatia , 29 days ago
Intellectual Capital Hr Consulting Pvt Ltd 5-10 yrs Mumbai
Keyskills:
Client Relationship Management, Sales, HNI Client Handling...
Job Description: - With a min of 5 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients from BFSI ...
Not disclosed
Posted by Manish Rajawat , 16 days ago
Yellow Box HR Services Pvt. Ltd. 3.7(10 reviews) 3-8 yrs Pune
Keyskills:
Team manager, TL, CFP, FSA, FA, Insurance
Job Description: Liaise with Business Planning & MI team where required for resource planning;;Please note: ...
Not disclosed
Posted by HIRA , 16 days ago
Talisman Placement Services 10-13 yrs Mumbai
Keyskills:
Sales, Structured Products, Finance, Investment Banking, CFP...
Job Description: e. Should have good communication & presentation skills;b. 10- 12 years of Sales experience in ...
Not disclosed
Posted by Mr. Bazyan Mistry , 18 days ago
Shamisha Resources Management LLP 5-10 yrs Kolkata, Bengaluru
Keyskills:
Relationship Management, Wealth Management, CFP, RM, Finance...
Job Description: Maintaining client relationships and generate AUM from preferred clients;The Relationship Manager will ...
8,00,000 - 18,00,000 P.A.
Posted by Dr Nina Sharma Bhatia , 27 days ago
Bajaj Capital Limited 3.7(182 reviews) 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
certified financial planner, financial planning, finance, wealth management...
2,25,000 - 3,50,000 P.A. + Reimbursements
Posted by Ms.Catherine Coelho , 45 days ago
GRANDEUR RECRUITMENT CONSULTANTS 2-7 yrs Mumbai
Keyskills:
Six Sigma Projects, Sales, Black Belt, Process Excellence...
8,00,000 - 15,00,000 P.A.
Posted by Aseem Neekhra , 12 days ago
Silicon Consultancy 2-6 yrs Hyderabad, Chennai, Bengaluru
Keyskills:
hni client handling, financial planning, cross selling, investment products...
2,75,000 - 6,50,000 P.A. + Incentives + Allowances
Posted by KIRAN KUMAR , 29 days ago
Adidar Consulting 5-7 yrs Delhi, Bengaluru, Mumbai
Keyskills:
Relationship Manager, HNI, Investment, Mutual Fund, Bonds...
Job Description: Graduate, with minimum of 5-7 years work experience, largely in wealth management;A business management ...
Not disclosed
Posted by HR , 24 days ago
Adidar Consulting 5-7 yrs Mumbai, Delhi
Keyskills:
bonds, relationship management, client relationship, hni, investment...
Job Description: Graduate, with minimum of 5-7 years work experience, largely in wealth management;A business management ...
Not disclosed
Posted by HR , 24 days ago
Anand Rathi share and stock brokers limited 3.6(14 reviews) 3-8 yrs Dehradun, Lucknow
Keyskills:
Business Development, Relationship Management, New Client Acquisition, CFP,...
3,00,000 - 7,00,000 P.A.
Posted by Sweta Kothari , 40 days ago
Bajaj Capital Limited 3.7(182 reviews) 1-6 yrs Nagpur
Keyskills:
wealth management, portfolio management, investment advisory, finance...
2,50,000 - 4,25,000 P.A. Reimbursements+ Incentive
Posted by Ms. Catherine - HR , 45 days ago
Bajaj Capital Limited 3.7(182 reviews) 1-6 yrs Delhi NCR, Bengaluru, Chennai, Hyderabad, Kolkata
Keyskills:
Wealth Management, Portfolio Management, Investment Advisory, Finance...
2,50,000 - 4,25,000 P.A.
Posted by PARUL GARG , 53 days ago
India Infoline Securities Limited 4-9 yrs Chennai
Keyskills:
hni, " ; ultra hni" ; , portfolio, advisory, pms, acquisition...
3,00,000 - 8,00,000 P.A.
Posted by Karthick G , 53 days ago
Bajaj Capital Limited 3.7(182 reviews) 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Keyskills:
Wealth Management, Portfolio Management, Investment Advisory, Finance...
2,50,000 - 5,00,000 P.A.
Posted by Ms. Catherine - HR , 59 days ago
Bajaj Capital Limited 3.7(182 reviews) 1-6 yrs Ahmedabad, Vadodara, Rajkot
Keyskills:
Wealth Management, Portfolio Management, Investment Advisory, Finance...
2,50,000 - 4,25,000 P.A.
Posted by Ms. Catherine - HR , 59 days ago
Arihant Institute 2-7 yrs Ahmedabad
Keyskills:
academic, curriculum development, articles, teaching, ca, cma, cs, cfp...
Not disclosed
Posted 60 days ago
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