52 Cfp Jobs - Page 2

Be Part of a Transformation: Work with a company that is pioneering wealth management solutions in India. Drive Impact: Play a critical role in enhancing the performance and efficiency of a key business channel. Collaborate and Innovate : Be part of a vibrant culture that values teamwork, innovation, and professional growth. Empower Financial Futures: Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals. Grow with Us : Join a growing organization that values your skills, ideas, and career aspirations. Candidate Profile Experience : 7+ years in wealth management or related roles, including team management experience. Qualifications : Bachelors degree (Finance/Economics preferred); advanced certifications like CFP/CFA Level 2 or 3 (preferred). Role Summary The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives. Key Responsibilities Client Portfolio Management Act as the primary advisor for a portfolio of high-net-worth clients, delivering personalized financial solutions. Conduct in-depth financial planning and asset allocation aligned with clients' long-term goals. Address complex client scenarios, including market downturns and challenging situations. Team Leadership Mentor and guide Junior and Trainee RMs, fostering a culture of continuous learning and excellence. Ensure team adherence to Scripboxs standards of reliability, credibility, and client intimacy. Provide feedback and conduct regular performance reviews for team members. Business Growth Strategy Drive growth in Net AUA by increasing SOW with existing clients and acquiring referrals. Lead initiatives to enhance client experience and operational efficiency. Represent Scripbox at industry events, thought leadership forums, and client gatherings. Skills Competencies Deep expertise in financial planning, market dynamics, and client servicing. Proven leadership and team management capabilities. High emotional intelligence, empathy, and the ability to build trust with clients and team members. Strategic mindset with a focus on business development and operational excellence. Growth Path Opportunities to advance into Regional Manager or leadership roles in Scripboxs wealth management division.

Be Part of a Transformation: Work with a company that is pioneering wealth management solutions in India. Drive Impact: Play a critical role in enhancing the performance and efficiency of a key business channel. Collaborate and Innovate : Be part of a vibrant culture that values teamwork, innovation, and professional growth. Empower Financial Futures: Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals. Grow with Us : Join a growing organization that values your skills, ideas, and career aspirations. Candidate Profile Experience : 7+ years in wealth management or related roles, including team management experience. Qualifications : Bachelors degree (Finance/Economics preferred); advanced certifications like CFP/CFA Level 2 or 3 (preferred). Role Summary The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives. Key Responsibilities Client Portfolio Management Act as the primary advisor for a portfolio of high-net-worth clients, delivering personalized financial solutions. Conduct in-depth financial planning and asset allocation aligned with clients' long-term goals. Address complex client scenarios, including market downturns and challenging situations. Team Leadership Mentor and guide Junior and Trainee RMs, fostering a culture of continuous learning and excellence. Ensure team adherence to Scripboxs standards of reliability, credibility, and client intimacy. Provide feedback and conduct regular performance reviews for team members. Business Growth Strategy Drive growth in Net AUA by increasing SOW with existing clients and acquiring referrals. Lead initiatives to enhance client experience and operational efficiency. Represent Scripbox at industry events, thought leadership forums, and client gatherings. Skills Competencies Deep expertise in financial planning, market dynamics, and client servicing. Proven leadership and team management capabilities. High emotional intelligence, empathy, and the ability to build trust with clients and team members. Strategic mindset with a focus on business development and operational excellence. Growth Path Opportunities to advance into Regional Manager or leadership roles in Scripboxs wealth management division.

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 customer 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 and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406

Role & responsibilities Direct 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 Preferred candidate profile As per Industry

Dear candidates, Greetings From Symmertical !!! Urgent Hiring for Certified Financial Planner (CFP) & Relationship Manager. Role & responsibilities Client Relationship Management with Private banking, wealth Management, HNI clients: Build and maintain strong relationship Engage with clients Identify opportunities Maintain existing networks and relationship-building to acquire new clients Financial Planning Conduct in-depth financial assessments. Optimize portfolios Taxes, investments Monitor and review financial plans Preferred candidate profile Experience in financial planning and wealth management in India. Proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Please share your updated CV with below-mentioned details:- Highest Educational Qualification (Years of completion): Current Company/Designation: Work Experience (Total): Current Location: Current CTC: Expected CTC: Notice Period: Reason for change: Interview Availability: Please share mentioned above details on monika@symmetricalglobal.com Contact Person: Monika Sain

Conduct comprehensive financial assessments,Develop & present customized financial plans including investment strategy, tax & retirement planning, Regularly review client portfolios CFP Certification is mandatory. hr@finoexecutivesearch.com

We are looking for a highly skilled and experienced professional to join our team as a Manager - Advisory - Wealth in Mumbai. The ideal candidate will have 11-14 years of experience in the field. Roles and Responsibility Advise retail customers on optimal allocation of savings across basic asset classes to meet their investment objectives. Develop, present, and record financial planning, investment reports, and advisory recommendations for individuals and families. Maintain ongoing client relations through timely communications and integrity in all actions. Document client information in Customer Relationship Manager (CRM) and manage a to-do list. Collaborate with the team to monitor portfolios and implement investment and financial planning changes. Participate in community events, organizations, networking, and develop/deliver seminars and speaking engagements to expand business. Continuously improve company investment and financial planning processes. Support primary advisors and other advisors. Perform administrative and operational tasks to meet organizational needs. Job MBA / CFP / CFA or Amfi certification is required. Minimum 11 years of experience in wealth management or a related field. Possess strong knowledge of financial planning, investment strategies, and customer relationship management. Demonstrate excellent communication and interpersonal skills. Ability to work effectively in a team environment and lead others. Exhibit strong analytical and problem-solving skills.

Job Description Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions Guide individuals in making informed financial decisions for long-term financial well-being Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice Analyze financial data, track progress, and optimize financial plans for better results Represent Finnovate at conferences, meetings, and industry events to promote financial education Qualifications & Skills Bachelors degree in finance, economics, or a related field (MBA-Finance preferred) A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same Minimum of 2 years of experience in financial advisory or related fields Strong knowledge of financial planning, investment strategies, and wealth management Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients Analytical mindset with the ability to assess financial data and provide strategic recommendations Self-driven, goal-oriented, and passionate about helping others achieve financial success Benefits Benefits on being a part of Finnovate: Health Insurance: Coverage including options for dependents Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave Professional Development: Opportunities for training, workshops, conferences to support employees' career growth Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions Company Events and Celebrations: Company outings, team-building activities for bonding between team members Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Company Details: The Company, ACSPL is engaged in accounting and finance related outsourcing having its presence in Australia, Canada, US and other countries across the globe. The Company provides end-to-end services related to Financial Planning, Accounting, Taxation Audit, Loan management and related services. The Company with its associates is having more than Six Years of presence; and it is a part vertical expansion of Navkar Institute which is one of the leading coaching institutes of India since last 25 years. The Company has ample infrastructure (30,000+ sq. ft.) and manpower resources. It believes in providing a stress free and conducive environment to its employees. Visit our websites for further details, https://ncscorp.com.au/ https://www.ncscorp.ca/ https://www.brokerssupport.com.au/ https://www.navkardigitalinstitute.com/ https://www.navkarinstitute.com/ JD for Paraplanning: Preparing Statement of Advice/ Record of Advice This requires completion of SoAs as per licensee compliance and clients' requirements. This will include Projections and Cost Comparisons etc Administration Work - Conducting Super & Insurance Research, Updating data in software. Preparing Annual Review Pack, Fee Disclosure Statements, Filling Forms for Implementation Process etc. Financial Planners and enabling them to focus on and build relationships with clients.

Wise Investments is looking for E-Financial Planner to join our dynamic team and embark on a rewarding career journey Manage and oversee financial activities and projects. Develop and implement financial strategies and plans. Monitor and report on financial performance metrics. Collaborate with cross-functional teams to achieve financial goals. Provide training and support to financial staff.

Excellent knowledge of Ms– Office, Good Communication Skills in English Delivering an excellent standard of Client Service Assisting the Business/Team as & when required, with administrative task

Job Title: Financial Planning Specialist / BDM Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions. Guide individuals in making informed financial decisions for long-term financial well-being. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. Analyze financial data, track progress, and optimize financial plans for better results. Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred). A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same Minimum of 7 years of experience in financial advisory or related fields of which atleast 3 years should be in a leadership position Strong knowledge of financial planning, investment strategies, and wealth management. Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. Analytical mindset with the ability to assess financial data and provide strategic recommendations. Self-driven, goal-oriented, and passionate about helping others achieve financial success. This role is ideal for professionals passionate about financial education and empowerment, helping individuals and businesses make informed financial choices for a secure future. Why should you choose Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients. Benefits on being a part of Finnovate: Health Insurance: Coverage including options for dependents. Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay. Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave. Professional Development: Opportunities for training, workshops, conferences to support employees' career growth. Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions. Company Events and Celebrations: Company outings, team-building activities for bonding between team members Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure. Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds Revenue generation from dealing & Other Product & Services New Client Prospecting - Through cold-calling, appointments, reference Equity product Health insurance Annual bonus Provident fund

Designations : Manager Sales - PMS - B2B Experience : 5 - 10 yrs in investment products like PMS, AIF & Mutual Funds CTC : Upto 10 Lacs Candidate currently working in AMC(Asset Management Co) /PMS Company Education : MBA/CFA/CFP/NISM-XXIA/NISM-VA

Job Summary: We are looking for a highly motivated and detail-oriented Financial Control & Reporting Specialist for an 8-month contract assignment. This role requires expertise in accounting principles (US/UK GAAP) , regulatory returns, quarterly Board of Directors (BOD) reporting , and audit processes. The candidate must have experience with ERP platforms (Oracle/SAP/CFP) and financial control frameworks in a global (onshore-offshore) team setup. Key Responsibilities: Manage and deliver Quarterly Board of Directors (BOD) Reporting . Preparation and submission of Regulatory Returns within defined timelines. Handle and support internal/external audits ensuring compliance with policies and standards. Conduct balance sheet reconciliations , ensuring timely clearance of outstanding items. Perform P&L analysis , monthly/quarterly variance explanations, and asset reporting. Maintain and update procedure and governance documents aligned with ERP systems such as Oracle, SAP, CFP . Collaborate effectively with onshore and offshore teams for smooth delivery. Experience & Skills Required: Technical Skills: Qualified Chartered Accountant (CA) / Accountant with 79 years post-qualification experience in Accounting / Audit / Assurance . Proven experience with ERP systems (any ERP accepted; FIL uses CFP ). Knowledge of HFM, OBIEE, and CFP tools is an added advantage. Strong understanding of US/UK GAAP Standards . Exposure to regulatory and Board-level reporting preferred. Some experience in controllership functions is desirable. Essential Skills: Strong financial control and regulatory reporting expertise . Excellent analytical skills and attention to detail . Intellectual curiosity and problem-solving attitude. Strong written and verbal communication skills . Ability to multitask, prioritize effectively, and meet tight deadlines. Comfortable working in a global, offshore-onshore model . Adaptable to organizational and regulatory changes.

Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Chandigarh Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

Responsibilities: * Attend client calls and explain the importance of financial planning. * Creating Financial Planning to onboarded cleints * Manage client portfolios. * Collaborate with clients on investment planning strategies Performance bonus

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

About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe. Directly supporting the centralization and management of business and Financial reporting needs of the India/SEA SSB sales Unit. This person will support the regional teams and will work with Sales, Controllership, Business Unit Leadership and other cross functional groups. In this role, you will Directly support multiple teams in completing weekly orders and monthly P&L forecast. Build required supporting files and analysis to aid reporting and future comparisons. Complete variance analysts of actual results to Forecast, Prior Year and Plan, including building bridge of changes and supporting building of any recovery plans needed. Validate results through close process and process occasional journal entry corrections. Support Annual Planning process, including coordination and support of region submission, interlocking with functional groups, and liaising with CFP&A. Participate in and coordinate Strategic Plan Process and submissions. Cooperate in centralization, standardization and modernization of reporting and tools. Support standard product and customer reporting, including bridging. Participate in deployment of corporate planning and reporting changes. Provide direction and decision support in financial planning, forecasting, reporting and pricing . Help populate standard templates for MBR, QBR and other key management meetings. Coordinate with other functional groups to load OL and provide standard bridges [V s PR OL, Plan, PY, PQ], risk and upsides tables. Offers of employment are conditional upon passage of screening criteria applicable to the job. EEO Statement NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, color, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law. Statement to Third Party Agencies To ALL recruitment agenciesNCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes.

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

About you The role is for qualified accountant with 4-5 years post qualification experience in financial accounting, audit and reporting. You will be required Handling the financial accounting, consolidation, Board reporting, year-end financial statements, group & statutory audits, forecast, etc. for regulated entities in the UK. Preparation & review of regulatory returns which are submitted to UK Regulators (say HMRC, FCA, etc.). Communicating with stakeholders (including within Tax, Management Accounting and Business Finance teams) in performing analytical reviews to understand expense/ revenue trends. Dealing with ad-hoc queries from stakeholders and finance community. This will include assisting with handling internal or external reporting and other financial analysis. Managing year-end audit process including preparation of Financial Statements and audit deliverables. Liaison with the Companys auditors to drive improvements in the audit process. Ensuring completeness and accuracy of the transfer pricing agreements with other group companies. Maintain a high level of risk awareness and develop a sound control environment to enable risk mitigation. P&L analysis, asset reporting, explanation of monthly and quarterly variances etc. Responsible for Balance sheet account reconciliations for associated accounts on monthly basis to ensure all balances items are settled within defined time. Responsible for maintaining a constructive and professional relationship with similar onshore grade levels as well as other key onshore and offshore stakeholders. Responsible for maintaining up to date procedure & governance documentations. Experience and Skills Required Technical Qualified Accountant with 4-5 years post qualification experience with Accounting Audit Assurance background. Experience of handling regulatory and Board of Directors reporting would be an added advantage. Knowledge of CFP, SmartView and OBIEE would be an advantage. Essential Skills Strong analytical skills, experience of financial control & regulatory returns would be an advantage. Shows attention to detail, intellectual curiosity and an appetite to investigate and resolve issues when they arise. Strong verbal and written communication skills. Ability to complete multiple tasks against tight deadlines, able to prioritise and organise effectively. Ability to embrace change and adapt quickly. Experience of working in an extended (offshore-onshore) global team model would be preferred.

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 Preferred candidate profile As per Industry

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Ludhiana Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified