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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 Interested candidates to forward their CVs to MsBindu Govila, COO, Hum Fauji Initiatives or contact her on 9999 777 696 for any further details.
Current Opening @ Cholamandalam Business Services Limited Designation: Executive - Sales Position: Junior Officer / Deputy Officer Reporting to: Branch Manager Key Responsibilities • Handling the business of Car / Small / Commercial Vehicle. • Dealership visit for sourcing cases • Post scorching visiting customer place to check the customer profile & the reference cases. • Getting KYC docs of client and coordinating with branch for file processing & Loan approvals. Register Now: ISSM Pitampura Plot No. 2, Kapil Vihar, Pitampura, Delhi – 110034. M: 97179-38004, Email:
GST Centre / GST Training / GST Learning / GST Program???? Only one Solution - GST Centre IFEM is pleased to announce Batch - 8 for working professionals. Benefits:- -Only Sunday Classes -One Year free Learning Access through LMS -Reference Material -Expert CA Trainer -Face to Face / Live /Recorded modes available. Enrol Now to be part of Biggest Tax Reforms ever.
GST Centre / GST Training / GST Learning / GST Program???? Only one Solution - GST Centre IFEM is pleased to announce Batch - 9 for working professionals/Businessman/Students Benefits:- -Only Sunday Classes -One Year free Learning Access through LMS -Reference Material -Expert CA Trainer -Face to Face / Live /Recorded modes available. Enrol Now to be part of Biggest Tax Reforms ever.
IIM Indore: Post Graduate Certificate Program in Investment Banking. About Program: The Post Graduate Certificate Programme in Investment Banking (PGCPIB) is designed to offer the knowledge required for professionals to handle the various aspects of Investment Banking including asset management, security valuation, stocks, bonds and other derivative instruments to meet specified investment goals for the benefit of the investors. This programme will also enable participants to take informed and effective decisions in the areas of M & A, IPOs, Valuation, Bond Trading Portfolio Advisory Services etc., and provide them with hands-on knowledge and skills to become a successful Investment Banker. The core of the investment banking role is raising money for a client. This is primarily done in two ways - by issuing equity and debt of the company. A company wanting to issue bonds, hires an investment bank not only to help in structuring the bonds but also to tap potential investors through their vast network. It works the same way for raising capital - by selling equity, or stock. Investment bankers serve as the primary go-to people when a company holds an Initial Public Offer (IPO) to sell stock to the public. Eligibility: Graduate / Post Graduate from Universities recognized by Association of Indian Universities with minimum 50% marks in either graduation or post-graduation (or its equivalent) with at least 2 years of work experience. (Or) Fresher with professional qualification like CA/ ICWA/ CS/ CFA/ CFP are also eligible to apply for the programme. Programme Highlights: · Course content and structure designed by IIM Indore in collaboration with Industry experts · Faculty resource includes IIM Indore faculty & subject experts from Industry & other Institutes · Practical case study driven approach · Selection based on performance in Personal Interview, the candidate’s academic performance and relevant work experience. · 5 days campus module at IIM Indore with faculty interactions and class schedule · Virtual classrooms that allow for active interactions with faculty · Certificate of Completion from IIM Indore · IIM Indore Alumni status · Convenient Weekend Timing- Sunday Classes Admission Procedure: 1. Application Form: All interested candidates should fill out the application as per the attached file and send to IIM Indore directly. 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. 2950/-(Rupees Two Thousand Nine Hundred Fifty Only) inclusive of GST 18%. The application form complete in all aspects must reach the below address on or before the last date for acceptance of applications: Amit Prakash Sharma, General Duty Assistant Virtual Learning Programme for Executives (VLPE) Office, Indian Institute of Management Indore, PrabandhShikhar, Rau-Pithampur Road, Indore, Pin - 453556, Madhya Pradesh, India Tel: + 91-731-2439676 2. 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. 3. Personal Interview: Short-listed candidates will be invited for a personal interview. The personal interview will be conducted through video conferencing at different study centers across India. 4. Selection: The selection to the programme is based on performance in Personal Interview, the candidate’s academic performance and relevant work experience. Programme Design: The programme is spread over a period of twelve months. In order to supplement the learning through the technology platform, there will also be a five-day long on-campus orientation. Courses to be offered in this programme are as follows: · Fundamentals of Financial Statement Analysis and Business Valuation · Financial Management · Investment Management · Investment Banking I · Investment Banking II · Mergers & Acquisitions (Strategy Perspective) · Options, Futures, and Fixed Income Securities · Economic Environment for Business · Industry Lectures Programme duration: 12 Months Application Fee: INR 2, 950/- Incl GST (Two thousand nine hundred & fifty only) Programme Fee: Rs. 300, 000 /- (Three Lacs only) plus GST as applicable. It can be paid in installments to IIM Indore as mentioned in the program brochure and post successfully clearing the interview & selection process. Certification: The ‘Post Graduate Certificate Programme in Investment Banking’ will be awarded to the participants on successful completion of the Programme. Pl take the print of attached application form and fill all the details as mentioned in the form and instructions given below. Choice of Centre for Exam and Personal Interview (PI): Exam and Personal Interview (PI) Centre Preference DLIC02 (New Delhi) For more details & guidance related to application process, you can contact Program Coordinator Ms Nidhi @ 97179-35182.