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Cfp Certified Financial Planner Jobs

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Adidar Consulting 5-7 yrs Mumbai, Delhi
bonds, relationship management, client relationship, hni, investment...
Graduate, with minimum of 5-7 years work experience, largely in wealth management;A business management diploma or CFP (certified financial ...
Not disclosed
Posted by HR , 9 days ago
Anand Rathi share and stock brokers limited 3.6(125 reviews) 6-11 yrs Dehradun, Lucknow, Kolkata
Sales, Business Development, Relationship Management, HNI Client Handling...
Good oral and written communication skills with clarity of thought, speech and expression;Maintaining client relationships and generate AUM from ...
INR 5,00,000 - 12,00,000 P.A.
Posted by Sweta Dujari , 12 days ago
Anand Rathi share and stock brokers limited 3.6(125 reviews) 5-10 yrs Delhi NCR, Delhi
wealth management, new client acquisition, cfp, aum, wealth...
Maintaining client relationships and generate AUM from preferred clients;The Relationship Manager will be Responsible for Acquiring Preferred ...
INR 5,00,000 - 15,00,000 P.A. Incentives
Posted by Ashutosh Dixit , 13 days ago
Bajaj Capital Limited 3.8(231 reviews) 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added ...
INR 3,00,000 - 6,00,000 P.A. +reimbursement
Posted by Catherine , 9 days ago
Anita Mandar Kulkarni 1-6 yrs Chennai, Hyderabad, Pune, Ahmedabad
Sales, HNI Client Handling, Mutual Funds, Direct Sales, NISM, NISM VA...
INR 2,75,000 - 3,50,000 P.A. other benefits as applicable
Posted by Anita Mandar Kulkarni , 28 days ago
Huquo Consulting Pvt. Ltd 5-10 yrs Delhi NCR, Mumbai, Bengaluru, Pune, Punjab
Business Development, Relationship Management, HNI Client Handling...
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability ...
Not disclosed
Posted by Huquo , 30 days ago
ADIDAR Consulting 5-10 yrs Ahmedabad, Mumbai, Delhi
CFP, Finance, Certified Financial Planner, Mutual Funds, Financial Planning...
Not disclosed
Posted by Shekhar Tiwari , 13 days ago
3D India Staffing Research Consulting Pvt Ltd 4.8(12 reviews) 5-10 yrs Bengaluru
Sales Management, Relationship Management, Finance...
- Min 4 years of experience in a sales oriented role in financial service Industry;- Should have handled all type of products -Equity,MF,Insuranc ...
Not disclosed
Posted by HR , 9 days ago
Anita Mandar Kulkarni 1-6 yrs Chennai, Pune, Hyderabad, Ahmedabad
Sales, Distribution, Mutual Funds, Franchisee Management...
INR 2,75,000 - 3,50,000 P.A. Other benefits as may be appli...
Posted by Anita Mandar Kulkarni , 28 days ago
Crest manpower solutions pvt ltd 4-8 yrs Trivandrum
Mutual Funds, Sales, Equity Sales, HNI Client Handling, Team Leading...
Experience: Graduate, with 2 to 8 years experience in retail financial services;The candidate should posses the ability to work with teams, and ...
INR 3,00,000 - 7,00,000 P.A.
Posted by HIMANSHI , 19 days ago
Bajaj Capital Limited 3.8(231 reviews) 3-8 yrs Nagpur
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
Candidates with NISM / CFP / PGDFP/ MFP / CWM certification would have an added ...
INR 3,00,000 - 5,00,000 P.A. +reimbursement + Incentive+ In...
Posted by Catherine , 22 days ago
Bajaj Capital Limited 3.8(231 reviews) 1-6 yrs Delhi NCR, Agra, Delhi, Faridabad, Ghaziabad, Gurgaon, Jaipur
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
Candidates with NISM / CFP / PGDFP/ MFP / CWM certification would have an added ...
INR 4,00,000 - 6,00,000 P.A. + Reimbursement + Incentives +...
Posted by PARUL GARG , 17 days ago

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CAAC's Solutions 0-5 yrs Delhi NCR, Chandigarh, Kurukshetra
branch banking, banking assistant, banker, front office administrator...
INR 2,50,000 - 3,25,000 P.A.
Posted by Mr Mohit , 20 days ago
Bajaj Capital Limited 3.8(231 reviews) 1-6 yrs Pune
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
Candidates with NISM / CFP / PGDFP / MFP / CWM certification would have an added ...
INR 3,00,000 - 5,00,000 P.A. + Reimbursement + Incentives +...
Posted by Catherine , 16 days ago
Bajaj Capital Limited 3.8(231 reviews) 1-6 yrs Vadodara
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
Candidates with NISM/ CFP /PGDFP/MFP /CWM certification would have an added ...
INR 3,00,000 - 5,00,000 P.A. Reimbursement+ Incentive+ Incr...
Posted by Catherine , 16 days ago
Adidar Consulting 5-7 yrs Mumbai, Bengaluru, Delhi
Relationship Manager, HNI, Investment, Mutual Fund, Bonds...
Graduate, with minimum of 5-7 years work experience, largely in wealth management;A business management diploma or CFP (certified financial ...
Not disclosed
Posted by HR , 9 days ago
Intellectual Capital Hr Consulting Pvt Ltd 5-8 yrs Mumbai
Sales, Client Relationship Management, Wealth Management...
- With a min of 5 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients from BFSI sector;- To coordinate with product and ...
Not disclosed
Posted by Manish Rajawat , 30 days ago
IMS Proschool Pvt. Ltd 4.2(15 reviews) 1-6 yrs Mumbai, Navi Mumbai, Mumbai Suburbs
lead generation, investment banking, educational sales, financial modelling...
o We work for 8.30 working hours only including lunch break and provides flexible working hours;Possess good presentation and communication ...
INR 1,50,000 - 3,50,000 P.A.
Posted by Malvika Bhandari , 4 days ago
VETE ASSOCIATES TAX AND INVESTMENTS CONSULTANTS PRIVATE LIMITED 2-4 yrs Mumbai, Navi Mumbai, Thane
financial modelling, financial planner, certified financial planner...
INR 1,00,000 - 4,00,000 P.A.
Posted by Snehal Patel , 11 days ago
Finatwork Investment Advisor 1-6 yrs Bengaluru(Langford Town)
Financial Planning, Finance, CFP, Financial Advisory, Excel, Powerpoint...
- Good understanding of financial planning concepts;- Experience: 1 to 7 years experience;- Act as first level of support for clients, ...
INR 2,00,000 - 3,50,000 P.A.
Posted by Finatwork HR , 19 days ago
Bajaj Capital Limited 3.8(231 reviews) 1-6 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
Candidates with NISM / CFP / PGDFP/ MFP / CWM certification would have an added ...
INR 3,00,000 - 6,00,000 P.A. + Reimbursement + Incentives +...
Posted by Catherine , 24 days ago
Growth360 7-10 yrs Chandigarh
Institutional Sales, NISM, Mutual Funds, Client Relationship Management...
- Coordinate with sales team for maximum closures within time frame;- Conduct presentations at corporate and other institutions ( Colleges, ...
Not disclosed
Posted by Not Provided , 30+ days ago
IMS Proschool Pvt. Ltd 4.2(15 reviews) 3-8 yrs Mumbai(Sion Trombay Road+1)
educational sales, lead generation, centre manager, branch manager...
We work for 8.30 working hours only including lunch break and provides flexible working hours;Possess good presentation and communication skills ...
Not disclosed
Posted by Malvika Bhandari , 7 days ago
GEPL CAPITAL PRIVATE LIMITED 2-7 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Certified Financial Planner, Finance, Wealth Management, Financial Planning...
Cross selling various instruments to the clients only after consideration of his financial ...
INR 2,00,000 - 5,00,000 P.A.
Posted by Ankita , 12 days ago
Befree Business Resoucring LLP 1-4 yrs Gandhinagar
Financial Planning, financial analysis, financial reporting...
Not disclosed
Posted 2 days ago
HuQuo Consulting Pvt. Ltd. 4-8 yrs Bengaluru, Chandigarh
business development, relationship management, new client acquisition...
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability ...
Not disclosed
Posted by Manoj , 30+ days ago
IMS Proschool Pvt. Ltd 4.2(15 reviews) 1-6 yrs Pune
cfp, certified financial planner, content writing, Content Development...
If you really perform good we can utilise you on continuous basis and you can always earn extra in your spare time;Candidates with teaching/train ...
Not disclosed
Posted by Malvika Bhandari , 25 days ago
OPULENT INVESTMENT ADVISER PRIVATE LIMITED 1-4 yrs Mumbai(Nariman Point)
equity advisory, equity derivatives, brokerage, securities, equity...
Not disclosed
Posted by Rajeshree Hankare , 4 days ago
IMS Proschool Pvt. Ltd 4.2(15 reviews) 3-4 yrs Pune(Shiva Nagar)
CFP, Certified Financial Planner, Financial Planning, Finance...
Please note: candidates with relevant experience in developing content for different curriculum for students or corporate can apply for the ...
INR 2,00,000 - 3,00,000 P.A.
Posted by Jagruti G , 26 days ago
SKI Capital Services Limited 2-7 yrs Delhi NCR, Delhi
financial planning, cfp, certified financial planner, finance, taxation...
Not disclosed
Posted by Manick , 1 day ago
GRANDEUR RECRUITMENT CONSULTANTS 2-7 yrs Mumbai Suburbs, Navi Mumbai
Six Sigma Projects, Sales, Black Belt, Process Excellence...
INR 8,00,000 - 13,00,000 P.A.
Posted by Aseem Neekhra , 11 days ago
IMS Proschool Pvt. Ltd 4.2(15 reviews) 1-6 yrs Mumbai, Thane, Navi Mumbai
educational sales, lead generation, centre manager, counselling, counselor,...
We work for 8.30 working hours only including lunch break and provides flexible working hours;Possess good presentation and communication skills ...
Not disclosed
Posted by Malvika Bhandari , 1 day ago
Rudra Placement Services 5-10 yrs Delhi NCR, Chandigarh, Gurgaon
investment planning, financial planning, mba finance, cfp...
Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a ...
INR 8,00,000 - 18,00,000 P.A.
Posted by Disha Agrawal , 30+ days ago
Adidar Consulting 5-8 yrs Mumbai
investment advisor, investment, hnw, hni, client relationship, Mutual Funds...
Graduate, with minimum of 5 years experience in retail financial services;The candidate should posses the ability to work with teams, and in a ...
Not disclosed
Posted by HR , 30+ days ago
Fortune Human Capital (P) Ltd 3-8 yrs Delhi NCR, Mumbai, Kolkata
Sales, HNI, Cross Selling, Investment Products, Leadership...
INR 5,00,000 - 15,00,000 P.A.
Posted by Sam Andrews , 1 day ago
GEPL CAPITAL PRIVATE LIMITED 2-5 yrs Mumbai, Mumbai Suburbs, Navi Mumbai
Cross Selling, Mutual Funds, New Client Acquisition, MF Advisory, CFP...
INR 1,00,000 - 4,00,000 P.A.
Posted by Ankita Gala , 30+ days ago

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Global Talent Track Private Limited 4.0(35 reviews) 5-10 yrs Mumbai
Investment Advisor, Investment Advisory, Senior Investment Advisor...
* Graduate, with minimum of 5 years experience in retail financial ...
INR 3,50,000 - 8,50,000 P.A.
Posted by Jyoti Salvi , 17 days ago
Shamisha Resources Management LLP 1-6 yrs Ahmedabad
relationship management, wealth management, cfp, rm, finance...
We prefer candidates having good experience & network in sales &amp ...
INR 50,000 - 3,00,000 P.A.
Posted by Dr. Nina Sharma , 30+ days ago
The Firm P 4-9 yrs Delhi NCR, Mumbai, Pune
equity broking, stock broking, hni client handling, equity market...
INR 8,00,000 - 16,00,000 P.A. Performing Candidates from Br...
Posted by Mahesh Sharma , 30+ days ago
Startup - Tarrakki 2-4 yrs Ahmedabad
Finance, Financial Sales, Wealth Management, CFP, Relationship Management...
- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes;- Two to five ...
Not disclosed
Posted by Talent , 30+ days ago
CAAC's Solutions 0-4 yrs Delhi NCR, Moradabad, Rewari
branch banking, banking assistant, banker, front office administrator...
INR 2,25,000 - 3,50,000 P.A.
Posted by Mr Mohit , 8 days ago
HuQuo Consulting Pvt. Ltd. 10-13 yrs Bengaluru, Chandigarh
business development, relationship management, new client acquisition...
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability ...
Not disclosed
Posted by Manoj , 30+ days ago
Crest manpower solutions pvt ltd 4-8 yrs Kolkata, Bengaluru, Delhi NCR, Trivandrum
Mutual Funds, Sales, Equity Sales, HNI Client Handling, Team Leading...
Experience: Graduate, with 2 to 8 years experience in retail financial services;The candidate should posses the ability to work with teams, and ...
INR 2,00,000 - 7,00,000 P.A.
Posted by Siddhi Shrivastava , 30+ days ago
Crest manpower solutions pvt ltd 4-8 yrs Delhi NCR, Varanasi, Bareilly
Mutual Funds, Sales, Equity Sales, HNI Client Handling, Team Leading...
Experience: Graduate, with 2 to 8 years experience in retail financial services;The candidate should posses the ability to work with teams, and ...
INR 2,00,000 - 7,00,000 P.A.
Posted by Aakanksha Dua , 29 days ago
Crest manpower solutions pvt ltd 4-8 yrs Delhi NCR, Bareilly, Agra
Mutual Funds, Sales, Equity Sales, HNI Client Handling, Team Leading...
Experience: Graduate, with 2 to 8 years experience in retail financial services;The candidate should posses the ability to work with teams, and ...
INR 2,00,000 - 7,00,000 P.A.
Posted by HIMANSHI , 19 days ago
Bajaj Capital Limited 3.8(231 reviews) 1-6 yrs Mumbai, Navi Mumbai, Ahmedabad, Pune, Vadodara, Rajkot
mutual funds, nism, insurance, bonds, CFP, LI, MF, GI, health, motor, PMS...
Candidates with NISM / CFP / PGDFP/ MFP / CWM certification would have an added ...
INR 3,00,000 - 6,00,000 P.A. +reimbursement + Incentive+ In...
Posted by Catherine , 22 days ago
CAAC's Solutions 0-4 yrs Delhi NCR, Rewari, Moradabad
branch banking, banking assistant, banker, front office administrator...
INR 2,00,000 - 3,50,000 P.A.
Posted by Mr Mohit , 24 days ago
IMS Proschool Pvt. Ltd 4.2(15 reviews) 5-10 yrs Thane
educational sales, lead generation, business planning, online sales...
Post Graduate from a reputed college;- E-learning sector experience will be a plus; Experience: ...
Not disclosed
Posted by Malvika Bhandari , 2 days ago
VETE ASSOCIATES TAX AND INVESTMENTS CONSULTANTS PRIVATE LIMITED 1-5 yrs Mumbai, Navi Mumbai, Thane
financial planning, certified financial planner, client presentations
INR 1,00,000 - 4,00,000 P.A.
Posted by Snehal Patel , 20 days ago
HuQuo Consulting Pvt. Ltd. 4-9 yrs Bengaluru, Chandigarh, Punjab
Business Development, Relationship Management, New Client Acquisition...
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability ...
Not disclosed
Posted by Manoj , 16 days ago
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