149 Cfp Jobs

Seeking experienced Mutual Fund Manager to manage portfolios, analyze market trends, ensure SEBI compliance, engage clients, drive business growth, mentor team and deliver superior investment performance.

Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally recognized Indian conglomerate Aditya Birla Group and Sun Life Financial Inc., a leading Canadian financial services organization. Established in 2000, ABSLI has significantly contributed to the growth of India's life insurance industry and is among the top 7 private life insurance companies in the country. The company is known for innovation, having introduced several industry-first practices such as the Free Look Period and pioneering unit-linked life insurance plans among private players in India. With a complete range of insurance products, ABSLI is committed to meeting pol...

Responsibilities: * Manage client relationships & Investment Planning & Review * Execute the investment planning and rebalancing the portfolio from time to time Female Candidates with CFP certificate completion should only apply

Proven professional experience in Accounting GAAP and Tax expertise Knowledge of Ledgers, Reconciliations, Statements & Leading Software (Quickbooks, Xero or Sage) CPA or equivalent is a plus At dext ai, we refer candidates to AI-training companies Required Candidate profile Preferred (not required): Prior experience in AI training, machine learning or data annotation in a financial context CPA certification or equivalent professional qualification Perks and benefits Work from home, high-impact work & flexible hours

Role Overview: As a Financial Advisor at FINTOO, you will play a crucial role in providing personalized financial advice and guidance to clients. Your deep understanding of financial markets and financial planning theories will be essential in developing investment strategies, asset allocation, and debt restructuring to help clients achieve their financial goals. Key Responsibilities: - Develop and maintain strong relationships with clients, understanding their unique financial needs and goals. - Provide personalized advisory services, including ESOP diversification, investment recommendations, and tax-efficient planning. - Create, review, and optimize financial plans tailored to each client...

As a Client Partner - CFP at Vedant Finserv, an award-winning wealth management firm recognized by AMFI as a Partner in Excellence, you will play a crucial role as a front-line position in the practice. Your main responsibility will be to help deliver holistic, trustworthy, and high-impact financial planning to our clients. **Key Responsibilities:** - Engage with clients to understand their financial aspirations, life goals, and challenges - Offer structured, goal-based investment recommendations aligned with risk profiles - Coordinate periodic portfolio reviews and ensure timely service delivery - Maintain detailed client records and track follow-ups using internal systems - Contribute to i...

Job Requirements Job Description: Private Banker - First Private - South Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location:- South IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South region. As a Private Banker/Partner, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized banking and wealth management solutions. Key Responsibilities Develop and maintain relationships with high net worth clients in the South region Understand clients f...

Hi, 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 share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

As a motivated and client-focused Wealth Management Associate / Advisor interested in joining a financial advisory team in Trivandrum, Kerala, you should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning. You must possess a strong understanding of financial markets, portfolio strategies, and client relationship management. **Key Responsibilities:** - Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite - Provide personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products - Conduct periodic portfolio reviews - Stay up-to-date...

Company Description SMIFS Limited, established in 1993 and revitalized under the leadership of Mr. Rahul Kayan with guidance from Mr. Ajay Kayan, offers a comprehensive range of financial services. These include Brokerage (Equity, Commodity, Currency), Portfolio Management, Research & Advisory, Investment Banking, Depository & Repository, and Distribution services for Mutual Funds, IPOs,FPOs, Bonds, Fixed Income Products, PMS, AIF and Structured Products. With a strong pan-India footprint, the company specializes in Research & Advisory Services, catering to Institutional and Ultra HNI clients through a professional team of analysts. SMIFS Limited is committed to its core values of Legacy, Gr...

You will be working for one of the world's largest providers of financial services, leading in investment management, asset management, brokerage, and various other financial products and services. They are a significant presence in both the United States and India. As part of your role, you will have the following key responsibilities: - Define, refine, and clearly communicate the team's mission and roadmap to inspire alignment and support among team members and stakeholders. - Contribute to the product roadmap by ensuring transparency around capabilities being developed and identifying new opportunities. - Engage with clients and partners to understand and prioritize their needs, serving a...

Job Title: Financial Planner (Female Candidates Only) Location: Navi Mumbai (Candidates from in and around Navi Mumbai preferred) Experience: 12 years Qualification: CFP Certification is mandatory About V-Financial Services V-Financial Services is an all-women-led wealth management firm serving HNI and corporate clients. We specialize in financial planning, multi-asset investments, tax planning, retirement planning, and comprehensive client advisory solutions. Key Responsibilities Prepare and present comprehensive financial plans across multiple asset classes. Handle tax planning for individual and HNI clients. Manage client relationships , ensuring timely communication and advisory support....

Job Description: Junior Relationship Manager (Wealth Management & Mutual Funds) Location: Pune Experience: 3-5 Years About the Role: We are seeking a proactive and client-focused Junior Relationship Manager to join our Wealth Management team in Pune. The ideal candidate will have 3-5 Years of experience in financial services or investment advisory, with a strong interest in managing HNI/UHNI clients and building a long-term career in wealth management. Key Responsibilities: 1. Client Relationship Support ? Assist in managing a portfolio of HNI/UHNI clients. ? Understand client financial goals, risk profiles, and investment preferences. 2. Investment Advisory Support ? Recommend and explain s...

Role & responsibilities Understand client goals, risk profile, financial background, and investment preferences. Prepare comprehensive financial plans covering wealth creation, retirement planning, tax planning, and insurance needs. Periodically review and rebalance portfolios to optimize returns and manage risk. Assist clients with efficient tax-saving strategies under current tax laws. Provide guidance on capital gains taxation, investment-linked deductions, and tax-efficient financial structures. Conduct regular review meetings, performance analysis, and financial health checks. Address client queries, maintain long-term trust, and deliver high-quality service. Track financial markets, ec...

Conduct detailed goal-setting discussions with prospects and understand their financial profile. Prepare, customise, and present Fintoos financial plans (cash flows, asset allocation, ESOP strategy, retirement modelling, risk planning). Analyse existing portfolios and identify diversification, restructuring, and rebalancing opportunities. Recommend investment strategies aligned with the client’s risk appetite and long-term objectives. Coordinate with the Core Advisory team for deeper analysis and implementable portfolios where required. Explain complex financial concepts in simple language to help clients make informed decisions. Build strong rapport with prospective clients through trust-ba...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Wealth Manager Key Responsibilities: Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach. Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews. Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products. Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals. Maintain and grow your AUM base through consistent engagement, transparency, and trust. Stay ahead of market trends, global developments, and emerging opportunities...

About LXME LXME Money Made for Her. LXME is India's first comprehensive financial ecosystem designed exclusively for women empowering them to earn, spend, save, and invest with confidence. From LXME Pay (our UPI-led payments platform) to Invest and Learn , we're building a new kind of financial experience one that starts with education and ends with empowerment. About the Role The Money Coach will be the driving force behind LXME's learning and advisory ecosystem building trust, simplifying finance, and helping women make confident money decisions. This role combines financial expertise, education strategy, and leadership to scale live sessions, partnerships, bootcamps, and community program...

Job Opportunity: Investment Counselor Company: Bajaj Capital Limited(India's largest Wealth Management firm 60 years of legacy). Location: Gurgaon Preferred Qualification: CFP-certified candidates will be given preference Bajaj Capital Limited is looking for a skilled Investment Counselor to provide informed, need-based investment recommendations to clients. This is not a financial planning role the focus is on strong product knowledge and the ability to pitch suitable investment solutions based on client requirements, risk profile, and financial goals. Role Overview The Investment Counselor will guide clients toward the right investment choices by leveraging deep product expertise across mu...

Responsibilities: * Advice HNIs with Mutual funds investments * Manage HNI client portfolios * Provide financial planning * Execute wealth management strategies Location - Sector 3 Noida Employer contact - Jayant( 7982605331 ) Mobile bill reimbursements Retention bonus Sales incentives Performance bonus Health insurance Travel allowance Job/soft skill training

Job Description: You should have successfully completed the Certified Financial Planner (CFP) certification from FPSB India. Prior work experience in a related field will be considered advantageous.,

Job Title: Finance Trainer Training & Content Department Location: Thane & Borivali | Mode: In-person | Schedule: Full-time Passionate about teaching finance Share your resume at: [HIDDEN TEXT] WHAT MAKES FPA EDUTECH A GREAT PLACE TO WORK At FPA Edutech, we don't just teach finance we build futures. With 17+ years of excellence and 6,00,000+ learners, FPA is one of India's leading institutions in Accounting and Finance education. A Platinum Partner for ACCA and CMA (USA) and Premium Partner for FPSB India (CFP), FPA offers globally recognized programs like CFA, CFP, ACCA, CMA, and Investment Banking, shaping future-ready finance professionals through industry-driven learning. ABOUT THE ROLE ...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping ...

Hi, 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 share resume in WhatsApp/mail WhatsApp/Call:- 8248541367 Mail:- karishma@avaniconsulting.com Feel free to contact in call /text N...

Position Overview: Opportunity to learn from one of India's fastest-growing Financial Product Distribution Company, Dalmia Wealth Pvt Ltd. As a Relationship Manager, you will play a pivotal role in managing and expanding the company client base while ensuring the delivery of exceptional financial solutions to clients. This role involves strategizing to drive sales of mutual funds and other financial products, leading a team of relationship managers, and maintaining strong client relationships to foster long-term trust and business growth. Key Responsibilities: 1. Client Relationship Management: - Develop and maintain long-term relationships with existing and prospective clients. - Act as the...