12

Certified Financial Planner Jobs

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Financial Planner

Upteam Consulting LLP

  • 2 - 7 yrs
  • 22.5 Lac/Yr
  • Bangalore
CFP Certified Financial Planner
Are you looking for a job as a Financial Planneran exciting role with great career growth and development opportunities.
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Hiring For Financial Accountant

Qdesk Data Solution and Services

  • 1 - 6 yrs
  • 2.5 Lac/Yr
  • Lucknow
CPA-Certified Public Accountant Taxation Treasury TDS Bank Accounting Financial Accountant Financial Planner Financial Statements Financial Statement Analysis Financial Control
Hiring for 5 Financial Accountant Jobs in Lucknow,Financial Accountant,Financial Planner,Financial Statements,Financial Statement Analysis,Financial Control, with minimum 1 Year Experience,Required Educational Qualification is : B.Com, M.Com with Good knowledge in CPA-Certified Public Accountant,Taxation,Treasury,TDS,Bank Accounting, Financial Accountant,Financial Planner,Financial Statements,Financial Statement Analysis,Financial Control etc.
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Finance Advisor

Kotak Mahindra Life

  • 0 - 6 yrs
  • 4.3 Lac/Yr
  • Kolkata
Infrastructure Finance Certified Financial Planner Good Communicator People Management Skill Leadership Finance Advisor Finance Agent
Hiring for 20 Finance Advisor Jobs in Kolkata maidan,good communicator, people management skill , leadership, for Freshers,Required Educational Qualification is : Higher Secondary, Other Bachelor Degree with Good knowledge in Infrastructure Finance,Certified Financial Planner, good communicator, people management skill , leadership etc.candidates should be more proficient to set appointments for advising finance plan of bank ,with good communication skill( English ,Hindi,Bengali)Developing team by analyzing core strategy, having proper knowledge of people management skill and convincing skill.Minute observer to be capable of recruiting finest candidates to make strong team
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Finance Advisor

Aditya Birla Capital

  • 0 - 6 yrs
  • Janakpuri Delhi
Certified Financial Planner Financial Advisor Finance Advisor Work From Home
We have 10 Finance Advisor. insurance Consultant Jobs in B1 Community Centre Janakpuri, for Rashers/retired/Pvt Employees Age 18 to 65 Years Etc.
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Finance Advisor

Max Financial Services

  • 5 - 11 yrs
  • 12.0 Lac/Yr
  • Noida
Marketing Taxation Certified Financial Planner Communication Advisor Sales Consultant Work From Home
We need following people as Financial Advisors.Age 35 to 65 yearsGraduateRetired Person/House Wife/Entrepreneur.
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  • 0 - 5 yrs
  • Dwarka Delhi
Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in
Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Candidate should have a network of existing clients and corporates with a strong relationship. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and itsgrowth and profitability drivers. Certification in NISM and CFP is an added advantage. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team. Create and enforce plans that will help meet the needs of clients. Must be self-motivated, flexible and able to manage several jobs at one time. Willingness to dwell in Start-up Culture. Should have a laptop for work.Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingOther responsibilities:- Meeting the clients and doing the initial screening- Sales Conversion- Managing various MIS- Onboarding prospects from the candidate's existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviews
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Investment Manager

VFF Studios Private Limited

  • 2 - 4 yrs
  • 5.0 Lac/Yr
  • Jayanagar Bangalore
Marketing Trade Finance Management Certified Financial Planner Investment Private Equity Good English Investment Manager
Improve the management system of the investment promotion operation department to ensure the operation of the investment promotion operation department, professional ethics and professionalism.Lead, organize and coordinate investment promotion work.Independently carry out business negotiations and negotiations, and receive authorization to sign contracts with customers on behalf of the company.Ability to conduct market research, forecasting and analysis activities.Independently plan business work, analyze market dynamics in a timely manner, and find and deal with problems in investment promotion activities.
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Finance Advisor

Tata Aia Lifeinsurance Company

  • 0 - 1 yrs
  • 4.5 Lac/Yr
  • Dalhousie Chamba
Infrastructure Finance Certified Financial Planner Financial Advice By The Customer Team Development Grooming Handling Work From Home
We are Hiring for Finance Advisor. Team Development, Grooming, Handling Etc.
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  • 0 - 1 yrs
  • Cuttack
Certified Financial Planner Finance Advisor Work From Home
Work from home , earn from home in free time
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Financial Advisor

Kotak Mahindra Life Pvt Ltd

  • 0 - 1 yrs
  • 0.8 Lac/Yr
  • Dalhousie Road Pathankot
Financial Planning Marketing Wealth Management Investment Advisory Certified Financial Planner
Working Hour - 10.00 am to 7.00 pmBack Office.File Handling.Accounting.Graduation & Class 12 pass out can apply
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E-accounting Trainer

Veridical Technologies

  • 1 - 3 yrs
  • 2.3 Lac/Yr
  • Delhi
Tally Certified Professional Taxation BUSY ADVANCE EXCEL COMPANY LAW Certified Financial Planner CA Inter
We are looking for E-ACCOUNTING TRAINER in RANI BAGH, PITAMPURA Delhi with GOOD knowledge in Tally ERP',Taxation, BUSY, ADVANCE EXCEL, COMPANY LAW,, and Required Educational Qualification is : Professional Degree, B.Com, M.Com, CA inter OR CERTIFIED FINANCIAL PLANNER
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Investment Manager

Iron & Steel

  • 4 - 5 yrs
  • 6.0 Lac/Yr
  • Raipur
Trade Finance Management Portfolio Management International Finance Certified Financial Planner Investment Manager
Financial marketsFundamental Analysis of companiesFinancial statement analysisPortfolio ManagementEquity Research
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Insurance Advisor

Aditya Birla Capital

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Delhi
Certified Financial Planner Insurance Advisor Work From Home
JOBS- : FOR- DELHI -NCR-FULL TIME/PART TIME. WORK from Home.-INTERVIEW- MONDAY 01/05/2023Time-11AM PROFILE- DOCUMENTS required:- Photo, Pan card, Adhar, Qualifications Documents, Mail id , Bank account.Email ID. Nominee name DOB.No Hard Copy required What's up. Clear copy ADDRESS - B1 -Community Center ,Near Petrol pump Opposite 247 Above HDFC & Indusland BANK B-, 26,27. Janakpuri New Delhi-110058. Regards VIR
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Finance Advisor

Aditya Birla Capital

  • 0 - 1 yrs
  • 6.0 Lac/Yr
  • Janakpuri Delhi
Certified Financial Planner Finance Advisor Work From Home
We are Hiring for Finance Advisor and Business Development
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Finance Advisor

Aditya Birla Capital

  • 0 - 6 yrs
  • Janakpuri Delhi
Certified Financial Planner Financial Advisor Work From Home
We have 10 Finance Advisor. insurance Consultant Jobs in B1 Community Centre Janakpuri, for Rashers/retired/Pvt Employees Age 18 to 65 Years Etc.
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