Maharashtra Certified financial planner Jobs – 23 Open Jobs Today

Specialist - BCM - Asset & Wealth Management 4A
Genpact India Pvt. Ltd. —Pune, Maharashtra
- Full-time
- Microsoft Excel
- English
- Finance
Quick apply
Project Coordinator
TMF Group —Pune, Maharashtra
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate - Consumer Banking 5A
Genpact India Pvt. Ltd. —Pune, Maharashtra
- Full-time
- Hybrid work
- Customer service
- English
- Research
Quick apply
6d
Wealth Relationship Manager – Offline
Arihant Capital Markets —Mumbai, Maharashtra
- Full-time
- Finance
- Master's degree
- Business development
Manager - Project Planning & Controls
AtkinsRéalis —Pune, Maharashtra
- Full-time
- Remote
- Management
- PMP
- Engineering
- Health insurance
Investment Advisor- Any Graduate Fresher s also apply
Money Honey Financial Services Pvt. Ltd. —Mumbai, Maharashtra
- ₹2,00,000 - ₹3,00,000 a year
- Full-time
- Finance
- Math
- Bachelor's degree
Quick apply
13d
Career Counselor - (Pune)
FPA Edutech Private limited —Pune, Maharashtra
- ₹25,000 - ₹30,000 a month
- Full-time
- Sales
- Bachelor's degree
- In-person
- Health insurance
- Cell phone reimbursement
Quick apply
Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Mumbai, Maharashtra
- Full-time
- Analysis skills
- Communication skills
- Banking
Career Counsellor (Thane)
FPA Edutech Private limited —Mumbai, Maharashtra
- ₹15,000 - ₹25,000 a month
- Full-time
- Sales
- Bachelor's degree
- Recruiting
- Health insurance
- Paid sick time
Quick apply
Career Counselor
FPA Edutech Private limited —Thane, Maharashtra
- ₹18,000 - ₹26,000 a month
- Full-time
- Bachelor's degree
- Accounting
- In-person
- Paid sick time
Quick apply
Admission Counselor
FPA Edutech Private limited —Thane, Maharashtra
- ₹15,000 - ₹25,000 a month
- Full-time
- Bachelor's degree
- Accounting
- Recruiting
- Paid sick time
Quick apply

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Specialist - BCM - Asset & Wealth Management 4A

Genpact India Pvt. Ltd. -
Pune, Maharashtra

Quick apply

Job details

Full-time

Qualifications

Economics
Microsoft Excel
English
Finance
Master's degree
Bachelor's degree
Accounting
MA
Business Administration
Chartered Financial Analyst
BA
Accounting
Communication skills
Banking

Full job description

Specialist - BCM - Asset & Wealth Management

Ready to turn bold ideas into real-world impact?
At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. Whether tackling complex challenges through large-scale models or agentic AI, our breakthrough solutions tackle companies’ most complex challenges.

If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what’s possible, this is your moment.

Genpact (NYSE: G) is an agentic and advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity at its core, we deliver lasting value for the world’s leading enterprises.
Get to know us at genpact.com and on LinkedIn, YouTube, X, and Facebook.

Job Description

Responsibilities: Good understanding of financial products like Mutual Funds.

Good knowledge of all types of Mutual Funds such as Unitised, Private Equity, Limited Partnership, Non-unitised, Monthly series and daily and monthly funds etc.
Good knowledge and understanding of Income pre-balancing and posting tasks
Hands on experience around Mutual Fund Income, equalisation and required documentation.
Should have worked Income pre-balancing or income processing roles
Should have knowledge of the Mutual Fund income cycle
Should understand the risk of not processing Mutual Fund Income.
Experience of posting transactions on accounting book for exception resolution would be required.
Good knowledge of MS Excel is required.
Experience of applications like Global Plus, AddVantage & Trust Desk applications would have added advantage.
Candidate should have a good understanding around Risk and Control framework.
Establish strong relationship with onshore counterparts and should be capable of handling Onshore Queries.
Ensure near 100% First Time Right (FTR) by processing transactions with high accuracy, performing thorough validations, and minimizing errors and rework.
Excellent communication, as you will be involved with client communications via phone and email

Qualifications

Bachelors - Commerce, Bachelors - Economics, Bachelors - Finance, Masters - Business Administration, Masters - Business Analytics

Certifications

Certified Financial Analyst (CFA) - SkillabSkillab, Certified Financial Planner (CFP) - Servico Brasileiro de Apoio as Micro e Pequenas Empresas (SEBRAE)Servico Brasileiro de Apoio as Micro e Pequenas Empresas (SEBRAE), Certified Regulatory and Compliance Professional (CRCP) - JSS UniversityJSS University, Certified Regulatory Compliance Manager (CRCM) - The International Association of Risk and Compliance Professionals (IARCP)The International Association of Risk and Compliance Professionals (IARCP), Certified Risk Professional (CRP) - UdemyUdemy

Required Skills

Asset Management, Banking Capital Markets, Risk Management, Wealth Management

Language

English (Required)

Language Proficiency -

Upper Intermediate - B2

Additional Job Location -

Job Type

Regular

Master Skill List -

BCM - Asset & Wealth Management

Remote Type -

Office

Work Shift -

Night Job (India)

Why join Genpact?

Lead AI-powered transformation – Drive innovation and solve real-world business challenges that matter
Make an impact – Help global enterprises solve business challenges that matter
Accelerate your career – Gain hands-on experience, mentorship, and world-class learning opportunities to stay ahead
Work with the best – Join 140,000+ bold thinkers and problem-solvers who push boundaries every day
Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress

Come join the 140,000+ coders, tech shapers, and growth makers at Genpact and take your career in the only direction that matters: Up.
Let’s build tomorrow together.

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.
Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Quick apply

Refine Your Search

certified financial planner jobs in maharashtra

Specialist - BCM - Asset & Wealth Management 4A

Project Coordinator

Associate - Consumer Banking 5A

Wealth Relationship Manager – Offline

Manager - Project Planning & Controls

Investment Advisor- Any Graduate Fresher s also apply

Career Counselor - (Pune)

Senior Associate, Treasures Relationship Manager, Consumer Banking Group

Career Counsellor (Thane)

Career Counselor

Admission Counselor

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