149 Cfp Jobs - Page 2

Job Title: Senior AU Paraplanner Location: Bangalore / Vizag / Mohali / Nashik Department: Wealth Management Work Schedule: Monday to Friday (Hybrid) Employment Type: Full-Time About Valenta: Valenta is a global business solutions company providing consulting, digital transformation, and managed services across multiple industries. We deliver customized outsourcing solutions to help businesses drive efficiency, reduce operational costs, and accelerate growth. Our international team excels in business processes, technology, and innovation. Role Overview: The Senior AU Paraplanner will assist financial advisors by preparing high-quality statements of advice, projections, and analyses for clien...

Job Title: Senior AU Paraplanner Location: Bangalore/Vizag/Mohali/Nashik Department: Wealth Management Work Schedule: Monday to Friday Employment Type: Full-Time Role Dimensions • Understanding concepts of financial planning. • Understanding various super, pension, investment and insurance related laws and terminologies. • Preparation of high-quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients. • Preparation of cash, super, pension and investment projections. • Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors. • Collating client data and product inf...

Job Title: Sales Manager at The Policy Exchange Location: Mumbai, Chennai, Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Sales Manager to lead regional growth, drive distribution partnerships, and build a high-performing sale...

Hi, INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Navya. Call & WhatsApp :- 6303759271 Share Updated resume, navya@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 a...

Hi, 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 cli...

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 - 8106336954 mail id - harika@avaniconsulting.com

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...

About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judici...

Seeking a detail-oriented Portfolio Analyst to support investment decision-making. Responsibilities include retirement & goal planning, client portfolio analysis, asset allocation, reviews, and reporting to drive financial goals. Required Candidate profile CFP or finance professionals with 2+ years’ experience in financial planning, mutual funds, investment reviews & client servicing Strong analytical skills, goal-based planning knowledge

Head of Research with deep mutual fund expertise. Lead fund analysis, whitelist creation, asset allocation insights & fund manager interactions. Drive investment strategy, communication & compliance excellence. Required Candidate profile 5+ yrs in MF/Wealth/AMC Strong in fund evaluation, analytics, macro trends & asset allocation Excell communication, Excel & MF tools knowledge. MBA/CFA/CFP/CA preferred send CV at priyam@successr.in

As a CFP/QPFP with at least 3 years of experience in financial planning and investment advisory, you will be joining Probitus Wealth, a rapidly expanding wealth management firm based in Mumbai. Your role will involve handling various responsibilities such as: - Following up on leads and closing deals - Negotiating fees with clients - Creating financial plans - Reviewing and updating existing plans - Actively engaging in customer relationship management To excel in this position, you are required to possess excellent verbal and written communication skills. It is essential that you are based in Mumbai, as the office is located in Matunga. The salary offered will be competitive and in line wit...

Responsibilities: * Develop financial plans and strategies * Manage client portfolios * Provide investment advice * Acquire high net worth clients * Collaborate with team on market analysis

At Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. What is the Sales Manager - Institutional Sales in Marketing Administration group responsible for The role will carry...

Role Overview: As the Assistant Manager, Financial Control, you will have the opportunity to gain a broad understanding of capital & liquidity reporting functions for various regions along with regulatory requirements. You will support the Capital control reporting & Bermuda based Shareholder Services team from India, ensuring smooth functioning of processes effectively and efficiently. Developing strong relationships with the extended Bermuda Finance team, you will work closely with members of Finance and Shareholder Services team in Bermuda to meet accounting and reporting requirements. Key Responsibilities: - Capital Control - Preparation of Bermuda Monetary Authority (BMA) Pillar 1 retur...

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing personalized wealth management, investment advice, and financial planning services to clients. Day-to-day tasks include assessing clients financial goals, developing and implementing investment strategies, conducting regular portfolio reviews, and staying updated on financial markets and products. The role involves building and maintaining strong relationships with clients, ensuring their financial objectives are met, and providing exceptional customer service. Qualifications Fina...

Responsibilities: Student Progress & Trainer Management Course Content Development & Updates Training Delivery for Students & Corporate Clients Notes & Study Material Creation Research & Course Enhancement Provident fund Health insurance

Position Overview: We are seeking a skilled and client-focused Certified Financial Planner (CFP) (or AFP) to join our financial planning team. The ideal candidate will possess strong technical expertise in financial advisory, wealth management, and tax-efficient planning, combined with the ability to deliver personalised financial strategies for clients. This role involves comprehensive client financial analysis, portfolio planning, and development of holistic solutions covering investments, tax, retirement, and estate planning. Key Responsibilities: Develop tailored financial plans for clients, aligning investment, tax, and estate objectives with long-term goals Conduct in-depth reviews of ...

/ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are requ...

About Prospurts Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 925 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients lives, which is why we also started Prospurts Welln...

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services. • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences. • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structur...

Role & responsibilities • Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services • Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale • Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning • Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM . • Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in or...

Job Type: Full Time | Location: Bangalore Company: Sinhasi Consultants Pvt Ltd | website: www.sinhasi.com Position: Assistant Manager Investment & Financial Plan Servicing No. of Position: 2 Qualification: Graduate/Post-Graduate/CFP/CWM/NISM XA & XB Experience: 1-2 years of experience in Plan servicing and operations Job Description: Responsible for execution of investment suggestions. On time and efficient execution of Investments, Insurance plans etc. Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation. To coordinate with vendors / product manufacturer to execute and resolv...

Candidate Profile: Experienced UK Paraplanners (ready-to-deploy profiles preferred) OR CFP certification is highly preferred Minimum Experience: 2+ years Immediate joiners will be given priority

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...

Designation - Cluster Head - Banking Channel - B2B Location - Gurugram Ctc - 15-19 Lacs Experience : 7 yrs exp in AMC(Mutual Funds Company) Responsible for driving sales target in all bank branches and growth market locations in the Cluster Required Candidate profile Candidate must be working in AMC Strong understanding of financial markets, investment products (especially Mutual Funds, PMS & AIF), and sales strategies Certification - NISM - XXI-A and NISM - V-A