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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.
Looking for Skill enhancement programs?? IFEM is providing various career oriented and skill development programs in Banking and Finance. Click on the following link to see the upcoming programs:- http://ifem.co.in/pages/workshopprogrames/5a06b8539e77430564da8b3c Registration open for NISM certification program. Last date:- 15/11/2017
Bank of Baroda - RECRUITMENT FOR FINTECH (Blockchain) & NEW INITIATIVES Bank of Baroda, One of India’s Largest Banks is looking for qualified Specialist officials on contractual basis, for various positions of Fintech & New Business Initiatives Department. Note: This opening has been shared with you as you inquired for IIM Indore 5 days Management Development Programme on “Financial Technologies (FinTech)” for leadership in the Digital World. We will keep sharing this type of vacancies with enrolled candidate. Quick Reminder for Interested Applicant for IIM Indore FinTech Program: Duration: 5 days classroom program from 4th, 5th, 6th, 7th & 8th Sept’18 Selection: Subject to Application Screening and Eligibility Criteria Eligibility: Graduation + Min 2 Year Experience Programme Fee: Rs. 1, 05, 000/- + 18% GST (Payable to ICICI Securities Ltd) Important Dates: Last date of application: July 31, 2018 (Extended Period of 1 Week) Programme Start date: September 04, 2018 Programme brochure link: http://content.icicidirect.com/idirectcontent/FinancialEducation/StaticData/mdpiimcalcuttabrochure.pdf
NISM - 'Advance Certification in Financial Markets' (Batch-3) Admission Open. Eligibility: 10+2 with 50% Marks Last date: 15 Aug 2018
CFP New Batch (Registration Open) Last date: 15/09/2018 (for early bird discount of INR 8, 000/-) Batch Start Date: 15/10/2018 Register Now. Additional Benefits: 1. Free Demat Account 2. Honorarium on Each qualified exam from IFEM Visit: IFEM, Plot No. 2, IInd Floor, Kapil Vihar, Pitampura, Delhi
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