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Job Openings for CFP Candidates:- Job Location:- New Delhi Position: Financial Planners No. of Positions: Five (5) Company: Hum Fauji Initiatives Location: Dwarka, New Delhi Qualifications and competencies: At least Graduation, preferably in a financial subject. MBA (Finance) would be given a preference.A good academic record is important.CFPCMor AFP (part of CFPCM certification) would be very desirable. · Should be very well versed with Microsoft Excel. · Good knowledge of the process of comprehensive financial planning and mutual funds. · Good command over written and spoken English, natural flair for client service and soft-spoken demeanour are extremely important for the job. Experience: Preference will be given to candidates with work experience, preferably in a financial company undertaking financial planning and investments in mutual funds. Promising freshers may also be considered. Salary Expectation: Best of industry standards, with liberal additional incentives as per performance and company policy. Higher start for deserving and experienced candidates. Job Description: · Make comprehensive Personal / Retirement Financial Plans for clients as per the process laid down in the Company and explain the same to the clients in a simple language they understand. · Translate the investment or retirement plans into specific product plans with special emphasis on mutual funds. · Implement the product plans by guiding and explaining the same to clients, getting the relevant forms filled and monitor the investment process. · Monitoring the goal attainment and performance of the invested assets on a regular basis and interacting with the clients on these and associated issues. · To carry out regular review and re-balancing of the portfolio. · To sort out all the financial issues of the clients whether they pertain to the financial goals, financial plan, investments, or any other financial issues being faced by him which may or may not be related to Company’s products/services. · Visiting clients at their premises or at a suitable place, if so required. · Conduct or help in conducting financial workshops, seminars, road-shows etc in a manner as desired by the company. · There is no sales related job assigned to a Financial Planner as on today. However, the candidate should be open to performing all job related tasks as required in the performance of his/her duty. About the Company: Hum FaujiInitiativesTM operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2008 certified company. It is an 8-year-old well-known company at national level, has clientele spread all across the world and is growing at more than 100% year-on-year ever since its inception. We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed deposits, real estate, and other financial products including income tax filing, loans, insurance, Wills and associated work. The product and service portfolio is being constantly expanded. Candidates with experience in any or more of these verticals will have an edge in the selection process. We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues. Company website:www.humfauji.in Interested candidates to forward their CVs to MsBindu Govila, COO, Hum Fauji Initiatives atbindugovila@humfauji.in or contact her on 9999 777 696 for any further details.
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Indian Institute of Management Indore Broadband Based Executive Education Programme (BBEEP) Post Graduate Certificate Programme in Finance (PGCPF). The Post Graduate Certificate Programme in Finance (PGCPF) is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management.
Join ICICI & NISM - "Advanced Certification in Financial Markets" Highlights of the Programme:- High Credibility : Joint certification awarded by NISM (a SEBI-promoted educational institution) and ICFL (an educational initiative of ICICI Securities Ltd) Comprehensive coverage of skills required to work in Financial Markets NISM and ICFL training expertise and practical content Holistic knowledge of all aspects of assets, advisory, wealth management, distribution, risk management, settlement and compliance Course would be delivered through ICFL V-class with LIVE online interactive lectures that provide classroom experience in a "virtual" environment Programme will be conducted on weekdays Access to the recorded sessions on a case to case basis Learn from Anywhere - No need to travel to an institute or training center. Student may learn from the comfort of his/her home
Indian Institute of Management Indore Broadband Based Executive Education Programme (BBEEP) Post Graduate Certificate Programme in Finance (PGCPF) "An Association that would help you to sail through waves of finance." The Post Graduate Certificate Programme in Finance (PGCPF) is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management. Indian Institutes of Management, Indore With the objectives of imparting high quality management education and training, the Department of Higher Education, Ministry of Human Resource Development, Government of India established Indian Institutes of Management as Institutions of Excellence. These Institutions are recognised as premier management institutions and are comparable to the best in the world for teaching, research and interaction with industries. ICICIdirect Centre for Financial Learning (ICFL) ICICIdirect Centre for Financial Learning (ICFL) is an initiative of ICICI Securities Ltd. set up with an objective of simplifying financial knowledge and increasing financial literacy amongst prospective or experienced investors & knowledge seekers. ICFL training programmes are categorised under Investment Education Programmes and Professional Certification & Development Programmes. The repository of domain knowledge includes a host of in-house developed seminars, workshops, certifications and training programmes leading to reputed certifications. These programmes are in the area of Stock Investing, Derivatives, Mutual Funds, Financial Planning, Wealth Management, Corporate Finance etc. ICICIdirect Centre for Financial Learning has been conferred with the Award for Innovation in Learning and Best Online Learning Solution at the World Education Congress. It also won the Emerging Brand Award at CMO Asia in Singapore. Eligibility: Candidates with 3-year bachelor’s degree certificates from Universities recognised by the Association of Indian Universities with minimum 50% marks and at least two years of work experience. The completed application forms should be accompanied by a Demand Draft (DD)/Banker’s Cheque (BC) drawn in favour of “Indian Institute of Management Indore”, payable at Indore for Rs. 2500/- (Rupees Two Thousand Five Hundred Only). The application form complete in all aspects must reach the below address for primary screening on or before the last date for acceptance of applications i.e. Apr 20, 2017. ICICIdirect Centre for Financial Learning Authorised Learning Centre Plot No. 2, Kapil Vihar, Pitampura, Delhi -110034 Application Screening: Upon submission of the completed application form, the application will be screened based on the candidate’s academic performance and relevant work experience. Programme Design & Duration: This programme consists of around 200 hours of courses delivery using information technology platform. The programme is spread over a duration of twelve months. In order to supplement, the learning through the technology platform, there will also be on-campus orientation module of five days duration. The duration of the programme will be twelve months. Programme Delivery: Courses will be delivered through on-line mode using appropriate technology platform. Lectures will be delivered through broadband based technology involving two-way audio and video communication. Classes will be held in the evenings and weekends. Participants will be provided reading materials for each course. They may also interact with the concerned faculty through e-mails/ chat mode. Certification: The ‘Post Graduate Certificate Programme in Finance’ will be awarded to the participants on successful completion of the Programme.
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