149 Cfp Jobs - Page 3

Team Leader – Wealth Managers / Advisors Location: Dwarka- Delhi Experience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing * Mutual Funds, Insurance, PMS sales * NISM/CFP preferred Call- 9759214475

Job Description for Head of Research Analyst. Major Accountabilities: 1. Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. 2. Client Coordination: ¢ Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. ¢ Address day-to-day queries from clients and maintain strong client relationships. 3. Team Leadership and Guidance : ¢ Lead and guide the equity research ...

Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida . The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of In...

Responsibilities: * Manage relationships with HNIs & acquire new clients * Provide financial advice on Mutual funds & portfolio management * Handle NISM certification requirements * Meet sales targets Health insurance Leave encashment Mobile bill reimbursements Referral bonus Retention bonus Sales incentives Life insurance Travel allowance

As a Wealth Manager, your primary role involves acquiring and maintaining relationships with preferred clients, specifically High Net Worth Individuals (HNI) and Ultra HNI clients. You will be responsible for generating Assets Under Management (AUM) from these clients by advising them on their investments and managing their financial portfolios. Additionally, you will collaborate with the product and research team to make informed investment decisions for your clients. Key Responsibilities: - Acquire and maintain relationships with preferred clients, focusing on HNI and Ultra HNI individuals - Generate AUM from preferred clients by providing investment advice and managing their financial por...

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

We are hiring portfolio Analyst-Client focused professional. Prepared personalized plans including retirement planning, child education planning, interacting with client for any data needed, use planning tools and work with closely operation team Required Candidate profile Prepared details of annual income, Prepared presentation, Maintain records, Conduct Training, CFP candidate would be preferred, Fresher and experience both are welcome. send CV at priyam@successr.in

You will be a part of one of the world's largest providers of financial services, playing a pivotal role in driving the team towards success. Your responsibilities will include: - Defining, refining, and clearly communicating the team's mission and roadmap to inspire alignment and support among team members and stakeholders. - Contributing to the product roadmap by ensuring full transparency around the capabilities being developed and influencing the identification of new opportunities. - Engaging with clients and partners to understand and prioritize their needs, serving as their advocate within the team. - Establishing clear acceptance criteria and measuring results against them. - Monitor...

As a Client Partner - CFP at Vedant Finserv, an award-winning wealth management firm, your role will be crucial in delivering holistic, trustworthy, and high-impact financial planning services 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 internal knowledge-sharing and continuous improvement initiatives. - Uphold confidentiality and integrity in every cli...

Roles and Responsibilities Teach students about stock markets, equities, capitalization, and related concepts. Develop and deliver engaging lesson plans for online courses on stock market trading. Conduct research analysis to create informative content for educational materials. Provide one-on-one support to students through email or chat sessions. Collaborate with team members to improve course curriculum and teaching methods.

Responsibilities: * Conduct research analysis on financial markets and instruments * Teach stock market and finance principles using technical and fundamental analysis techniques * Prepare lesson plans and course materials Health insurance Leave encashment Work from home Job/soft skill training

As a Wealth Management Associate / Advisor in Trivandrum, Kerala, you will play a crucial role in managing and growing clients" investment portfolios to help them achieve their financial goals. Your responsibilities will include: - Assisting clients in managing their investment portfolios based on their financial goals and risk appetite - Providing personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products - Conducting periodic portfolio reviews and staying updated with market trends and regulatory guidelines - Collaborating with internal teams for client onboarding and compliance checks - Building and maintaining long-term clien...

As a Senior Manager in Wealth Management (Advisory) at Guardian Capital, you will be a part of an Elite Wealth and Asset Management firm, recognized as the best investment advisory firm in India by CNBCTV18. We offer services in Wealth Management, Financial Planning, and Taxation tailored to meet individual client needs. - 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 docum...

•Assist with account setup,custodian paperwork review and CRM updates •Manage advisor workflows,compliance checklists and operational task •Prepare detailed reports •Assistance in Portfolio Services •Overall support to the wealth management processes

As a Partner-First Private at IDFC FIRST Bank, your role is vital in managing and expanding the private banking business in Chandigarh. You will collaborate with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. Your responsibilities include acquiring new clients, nurturing existing relationships, and contributing to the growth of the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Key Responsibilities: - Develop and execute a strategic plan to attract new private banking clients. - Foster strong connections with current clients to enhance their financial portfolio. - Conduct regula...

As a Mid-Senior level Investment Sales Consultant in the Sales industry, based in Delhi, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include: - Promoting mutual fund solutions - Nurturing investor relationships - Driving revenue across retail and HNI segments Your role will involve: - Client acquisition - Lead generation - Client engagement - Advisory services - Product consultation - Sales closure - Market tracking - Insights sharing - Reporting - Compliance To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual...

Role Overview: As a Financial Planner, you will be responsible for understanding clients" financial goals and creating customized financial plans based on their profiles. You will closely monitor the progress of the financial plans, conduct regular meetings with clients to discuss action plans, and verify and cross-check the generated financial plans for accuracy and compliance with quality standards. Key Responsibilities: - Understand clients" financial goals and create customized financial plans - Monitor the progress of financial plans and conduct regular meetings with clients - Verify and cross-check the generated financial plans for accuracy and compliance - Provide client service activ...

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 upd...

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

**Job Description:** 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. **Key Responsibilities:** - Develop solutions in Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector - Manage alternative investments effectively - Provide expertise in RFP responses, fund analysis...

Job Description: - Role Overview: As a candidate for this position, you are required to have passed the Certified Financial Planner (CFP) exam from the Financial Planning Standards Board (FPSB) India. Previous work experience in the relevant field will be considered advantageous for this role. - Key Responsibilities: - Possessing a valid CFP certification. - Demonstrating proficiency in financial planning. - Applying financial knowledge to assist clients in making informed decisions. - Collaborating with team members to achieve financial goals. - Qualifications Required: - Certified Financial Planner (CFP) certification from FPSB India. - Work experience in a related field is preferred. (Not...

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...

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 upd...

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 upd...

Responsibilities: * Provide investment advice to clients * Manage client portfolios * Conduct investment analysis * Implement portfolio strategies * Ensure compliance with regulatory standards Sales incentives