52 Cfp Jobs

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

As a Vice President in the Executive Division at Guardian Capital, you will play a pivotal role in driving the success of our organization through various key responsibilities. We are an Elite Wealth and Asset Management firm recognized as the best investment advisory firm in India. At Guardian, we offer a wide range of services tailored to meet the unique needs of our clients, including Wealth Management, Financial Planning, and Taxation services. Joining our team means becoming part of a company that values integrity, passion, and a commitment to excellence. We are in a phase of growth, providing ample opportunities for individuals who are driven to succeed. Additionally, we offer ESOPs to our employees, recognizing their contributions to our shared success. We believe that our employees are our most valuable assets and strive to create a work environment that is both enjoyable and fulfilling. We are dedicated to making a positive impact on the lives of the families who trust us with their financial well-being. The ideal candidate for the Vice President position holds a Master's degree in Business Administration with a focus on Finance or a related field. Candidates with experience in Strategy Consulting or a minimum of 3 years of relevant experience, along with pursuing CFP or holding NISM Investment Advisory-A & B certifications, are preferred. As the Vice President in the Executive Division, your responsibilities will revolve around four key pillars that drive our daily activities: 1. Business Growth: Develop and execute strategies to generate referrals from clients, expand service offerings, and increase AUM from existing clients. Establish trust and credibility through effective communication. 2. Client Management: Foster strong relationships with clients, conduct regular meetings to understand their financial needs and preferences, and address inquiries promptly. 3. Research: Monitor the performance of invested funds, participate in fund manager calls to align internal research with market opinions, and understand the investment framework. 4. Leadership: Lead a team of financial professionals, provide guidance and support, and conduct regular meetings to communicate goals, share updates, and address challenges. In addition to your core responsibilities, you will be expected to allocate your time efficiently and effectively to meet the demands of the role. The salary range for this position is 12 - 18 lac per annum (excluding bonuses and incentives), with a work mode of office-based (5 days a week) in Jubilee Hills, Hyderabad. A commitment of 2 years is required. If you are a motivated individual seeking a rewarding career in the financial services industry and are passionate about helping clients achieve their financial goals, we invite you to join Guardian Capital. Interested candidates can share their resumes with hr@gcia.in. For more information about our firm, please visit our websites: www.gcia.in, www.guardianholdings.in, and http://www.guardianassetmanagement.in/. You can also learn more about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.,

The client you will be working with is one of the world's largest providers of financial services, offering investment management, asset management, brokerage, and various other financial products and services. They are a prominent mutual fund company in the United States with a strong presence in India. Your role will involve defining, refining, and effectively communicating the team's mission and roadmap to inspire alignment and support among team members and stakeholders. You will contribute to the product roadmap by ensuring transparency around capabilities being developed and identifying new opportunities. Engaging with clients and partners to understand and prioritize their needs will be crucial, with a focus on serving as their advocate within the team. It will be your responsibility to establish clear acceptance criteria, measure results against them, monitor progress, identify obstacles, and facilitate their removal. Evaluation of team performance against established objectives to ensure the delivery of business, technology, and people outcomes will also fall under your purview. Collaboration with other leaders and Scrum Masters to enhance team capacity and capability, as well as foster the growth and development of team members, will be essential. Preferred qualifications include a Bachelor's degree or above in fields such as Computer Science, Management Information Systems, Business Information Systems, Mathematics, or Finance. A CFA/CFP designation or post-graduate degree in finance would be a plus. Experience between 11 and 14 years, particularly in the Fixed Income or asset management domain, is required. You should have a data-driven approach to understanding customer needs, translating strategic objectives into actionable plans, and prioritizing to maximize value delivery. Demonstrated experience in defining minimum viable products, managing product backlogs, and expertise in the Fixed Income domain will be crucial for delivering optimal business outcomes within a complex set of applications and business processes. You should possess proven capability in leading, influencing, and motivating teams without formal authority, with a track record of building high-performing teams. Commitment to continuous improvement, promoting an agile way of working, and establishing and maintaining strong relationships across functions are key attributes. You should have intellectual curiosity, a commitment to fostering a culture of continuous learning, mentoring, and coaching, as well as a balanced development of both technology and non-technology skills to fully understand and meet customer needs. Skilled in identifying scope changes and addressing them proactively will be an important aspect of your role.,

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Key Responsibilities : Client Relationship Management : Build, manage, and deepen long-term relationships with HNW/UHNW individuals, family offices, or institutional investors. Act as the single point of contact for equity-related needs, offering investment advice tailored to client goals and risk profiles. Conduct regular portfolio reviews and ensure consistent client engagement and satisfaction. Equity Advisory & Sales : Offer advisory and execution services in listed equities , IPOs , structured equity products , and equity derivatives . Work closely with research, trading desks, and investment strategists to deliver value-added insights and trade ideas. Drive equity revenue through proactive product pitching, cross-selling, and tactical trading strategies. Market Intelligence : Keep abreast of equity market trends, sector performance, macroeconomic developments, and regulatory changes. Provide clients with real-time market updates and timely investment ideas backed by strong fundamentals or technical triggers. Compliance & Risk : Ensure full compliance with internal policies, KYC/AML requirements, and regulatory guidelines. Maintain high standards of ethics, conduct, and professionalism in all client dealings. Accurately document client interactions and investment decisions in line with internal audit and risk frameworks. Collaboration & Leadership : Collaborate with internal teams including product specialists, compliance, legal, and operations to deliver seamless client experiences. Mentor junior team members and contribute to the development of the broader equities business. Experience Required : 10+ years of experience in relationship management, equities advisory, or institutional equity sales , preferably with a private bank, wealth manager, or brokerage firm . Proven track record of AUM growth, revenue generation, and client retention . Strong expertise in equity markets , including global equities, Indian equities, ETFs, IPOs, equity-linked products, and derivatives . Sound understanding of portfolio management , risk assessment, and client profiling. Strong relationships with HNW/UHNW clients or institutional investors is highly desirable. Certifications like NISM VA/VIII , CFP , CFA , or CMT will be advantageous. Key Skills : Excellent interpersonal and communication skills Strong investment acumen and analytical ability Goal-oriented with a sales-driven mindset High ethical standards and regulatory awareness Familiarity with CRM tools, trading platforms, and equity research

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia & UK. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that wont break your budget. For more details visit : www.befree.com.au The Role of the Paraplanner The Paraplanner role may be broken down into four key parts: A. Preparing andmaintaining the client file B. Preparing recommendations C.Implementing recommendations D. Review A. Preparing and maintaining the client file : GenerallytheFinancialPlannershouldcollectthequalitativeinformation(clientattitudes,life goalsetc)leavingtheparaplannertocollectallthequantitativedetailedinformationrequiredto compile afinancialplan. The Paraplannermay attendclientmeetings. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectiveswith planner Identifyandobtaintheinformationnecessarytocompilefinancialcash flowforecast Compiledraftnetworthstatement;incomeandexpenditurestatementsandfinancial cash flowforecastanddiscusswithplanner. B. Preparing recommendations: Identify areas for planning Undertake research bothindependently and with the Financial Planner to identify suitable solutions tomeet the clients needs Prepare information/comparisons for analysis byplanner Liaise with clients providers. Consider current and future allocation of assets for investment strategy with regard to client riskprofile Generate quotes and illustration online from respective providers Generate quotes and illustration Online from respective providers Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: Prepare suitability letters in accordance with the agreed recommendations Complete application / proposals forms Ensure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategies Learn and execute the re-registration processes D. Review Actasmainpointofcontactanddealeffectivelywithqueriesfromclientsandotherparties through effectivecommunication Establishandbuildstrongrelationshipswithclientsandattendclientmeetingswith planner if required Preparing client valuations Organise future planning meetings with client Review investment portfolio, asset allocation, risk profile etc Sendplanningfigurestoclientforupdateandrevisioninpreparationfornextmeeting Initiate review meetings with clients Liaise with providers for fund valuations Key skills/Experience Required Understanding of the Financial Planning process Experience 2 years and above Masters & Bachelores degree in business Finance, M.Com, CFP or a related field Ability to achieve agreed outcomes without supervision Priorities and plan own workload Detailed and accurate Quick adaptability of learning clients back office and analytical systems. Articulate Excellent interpersonal skills, both written and verbal Ability to multi task and prioritize effectively Good IT skills Good report writing skills candidates should be ready to adapt all other duties that the company sees fit and relevant to the business requirements. Desirable Broad knowledge of financial services world High level of technical knowledge As the UK market is always demanding for quality work, you should continuously upgrade your knowledge through continuous reading (in free time) or with the help of your seniors. Job Timings: 10:30 AM To 7:30 PM (1st sat ,3rd sat & 5th sat off) Salary: As per Industry standards.

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market Feedback to Investments team on Distributor/ Investor queries on Funds/Products Preferred candidate profile MBA (Finance/ CFA/CFP) 4 to 7 yrs of experience only from bankign and NBFC and specifically from wealth Management team Communication Skills, Analytical skills, Sales techniques, Product & Market Knowledge, Interpersonal skills, Understanding of Macro and micro Economics, Understanding of Capital Market & IPRU as well as Competition products

We are looking for a Senior Manager in Wealth Management (Advisory) to join our team at Guardian Capital. As an Elite Wealth and Asset Management firm, we have been recognized as the best investment advisory firm in India by CNBCTV18. At Guardian, we offer a wide range of services including Wealth Management, Financial Planning, and Taxation services, all tailored to meet our clients" individual needs. Why work at Guardian 1. Our people are our greatest assets. 2. We value integrity, passion, and a commitment to excellence. 3. With our company in a growth phase, there are ample opportunities for career advancement. We also offer ESOPs. 4. We believe in creating a fun and fulfilling work environment where every team member's role is meaningful. 5. Our ultimate goal is to make a significant impact on the quality of life for the families who entrust us with their savings. As a Senior Manager in Wealth Management (Advisory), you will play a vital role in our organizational success by focusing on three key pillars: Research: - Monitor the performance of invested funds. - Participate in fund manager calls to align internal research with external opinions. Financial Planning: - Develop financial plans and present them to clients. - Collaborate with team leaders to collect necessary data. - Update client information and adjust plans as needed. Client Service: - Gather required documents and information during client onboarding. - Conduct purchase cost analyses when requested. - Hold regular meetings with clients to address inquiries and resolve issues. Daily Activities: - Allocate time as required for the above responsibilities. Salary Range: - Freshers: 8 to 10 lac pa (excluding bonus) - Experienced: 10 to 12 lac pa Mode of Work: Office-based (5 days a week) Location: Jubilee Hills, Hyderabad Bond: One year If you are a candidate with a Master's degree in Business Administration (Finance or related field) and at least 2 years of relevant experience, along with pursuing CFP or holding NISM Investment Advisory-A & B tests, NISM VA, XXI A, we encourage you to apply. Join Guardian Capital and embark on a fulfilling career while helping clients achieve their financial goals! Interested candidates can submit their resumes to hr@gcia.in. For more information, please visit our websites at www.gcia.in, www.guardianholdings.in, and www.guardianassetmanagement.in. You can also learn more about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.,

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

As a Solution Lead in the Financial Services domain, you will be responsible for developing solutions and providing expertise in various areas such as Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector. You should have a proven track record in managing alternative investments and possess expertise in areas like RFP responses, fund analysis, and performance evaluation. With at least 15 years of experience in the Financial Services domain, you are expected to have exposure to Capital Markets in areas such as Asset Management (Front Office, Middle Office, Back Office), Asset Servicing (Fund Accounting, Corporate Action, Securities Lending, Collateral Management, Cash Management), Investment Banking (Sell Side), and Multi-lateral financial institutions (World Bank, EBRD, ADB), as well as Alternatives (Private Equity, Private Debt, Real Estate, Investment Solutions). Additionally, you should have hands-on experience with various securities instruments including Equity, Fixed Income, Money Markets, REITs, Structured instruments, Alternatives, and tokens. Your role will also involve creating new Financial Services offerings, visualizing and conceptualizing innovative ideas, and providing thought leadership in the domain. You should be well-versed in data analysis, including Reference data, Trade Data, Holdings data, Performance Data, Risk Data, Other Analytics, and data consumption aspects by different personas. Having over 5 years of Pre-Sales experience, you should be adept at handling large-sized Financial Services RFP responses, understanding clients" needs, industry trends, challenges, and opportunities. A background in core Consulting from IT Services organizations is preferred, with a focus on IT experience rather than BPO or Non-IT roles. The ideal candidate for this role would hold an MBA in Finance with additional certifications such as CFA, FRM, or CFP, and have exposure to Capital Markets and Securities areas.,

You should have successfully completed the Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India. Previous work experience in a relevant field will be advantageous for this role.,

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.

Looking for a CFP- Freelancer who not only has technical expertise in personal finance but can translate that knowledge into simple, engaging content for a wide audience. This role is part finance expert , part content creator , and part educator .

As a Financial Planner, your primary responsibility will be to understand clients" financial goals and create customized financial plans based on their profiles. You will closely monitor the progress of the financial plans and conduct regular meetings with clients to discuss action plans. Verifying and cross-checking the generated financial plans will also be part of your role, ensuring accuracy and compliance with quality standards. Client service activities will be a key part of your daily tasks, including making nudges for clients to help them stay on track with their financial goals. It will be essential to maintain compliance with quality and safety requirements throughout the process. To excel in this role, you must hold one or more of the following certifications: CFP, CA, NISM XA & XB, QPFP, or be a registered SEBI RIA. Strong analytical and problem-solving skills are crucial for this position, along with a collaborative and result-oriented mindset. Your ability to think and execute tasks in a structured manner will be highly valued, as well as any experience working in Agile practices. If you are passionate about helping clients achieve their financial objectives and possess the necessary certifications and skills, we invite you to join our team as a Financial Planner.,

A. Preparing and maintaining the client files – software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. Required Candidate profile Excellent Verbal & Written Communication Skills Strong Financial and Analytical skills MBA Finance/US-CMA /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

Role Purpose: Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities: 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Please share resume on taru@avaniconsulting.com Contact : +91 7355922379

As a Financial Advisor at Gamut HR Solutions, you will be responsible for providing expert financial planning and investment advice to clients. With a focus on job placements, our company is headquartered in Hyderabad, Telangana, India, and is currently seeking a mid-level candidate with 4 to 6 years of relevant experience for a full-time role. To excel in this position, you should have proven experience as a Financial Advisor or Wealth Manager, along with in-depth knowledge of investment strategies and financial products. Your strong analytical and problem-solving abilities, coupled with excellent communication and interpersonal skills, will be essential in this role. As part of your responsibilities, you will be expected to develop personalized financial strategies tailored to individual client goals. Monitoring and reviewing client portfolios regularly, recommending suitable investment products and insurance plans, and assisting clients in building and managing wealth effectively are key aspects of this role. While certifications such as CFP, CFA, or similar are considered a plus, the emphasis is on practical experience and expertise in the field. If you are passionate about finance and dedicated to helping clients achieve their financial objectives, we invite you to join our team at Gamut HR Solutions.,

Roles and Responsibilities : To handle financial planning of the clients. Resposible for new client relationship building. To plan for corporate events and to execute corporate event in efficient manner with team. To advise clients for their investment decisions. To prepare corporate presentations. Desired Candidate Profile : Must be CFP or atleast cleared two modules. Must be graduate. Confident. Good Communication and interpersonal skills. Must have own conveyance.

ob Description for Area Manager - Investment Products Individual financial Advisor - IFA SUMMARY: - Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders ROLES & RESPONSIBILITIES: - • Empanelment of IFAs based on Eligibility criteria designed by the company. • Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s • Providing continuous support to the IFAs on day on day • Drive IFA Engagement process • Timely Resolution of IFA’s queries • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients 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. JOB SPECIFICATIONS REQUIRED: Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented

LearnLux is looking for a Certified Financial Planner or equivilent located in India to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in India to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within India and reports to our Global Director of Financial Planning. Key Responsibilities Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more Advise on and adapt the LearnLux methodology to financial planning topics relevant in India Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience Become an expert on our clients benefit plans so you can act as an extension of their team during open enrollment Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events You Should Have CFP (via FPSB India), CFA, NISM certifications for advisors, IRDA for insurance Fluent English - written and spoken Passion for educating individuals to take control and invest in their financial future Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more Nice to haves Startup and/or Fintech experience Experience creating presentations and presenting to large audiences