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Internship@IFEM Delhi We as a financial education institute offer internship opportunity to enthusiastic candidates who want to make a career in Sales/Marketing. Who can apply:- 1. BBA/MBA pursuing or passout 2. Excellent Communication Skills 3. Excellent Presentation Skills 4. Public Speaking Skills 5. Willingness to travel in the assigned geographical area Kindly drop you updated resume at alcpitampura@gmail.com with subject line 'Internship / Name / Qualifiaction'. ICICIdirect Centre for Financial Learning Authorised Learning Centre Plot No. 2, Kapil Vihar, Pitampura, Delhi -110034 Mob. No.#97179 35182, Tel: 011 2735 5339
Looking for MBA in Finance!!!! Apply for IIM Indore Financial certifications in association with ICICIdirect Centre for Financial Learning. 1. PGCPF - 12 months program (Last date of registration 15 May) 2. CPFM - 6 months program (Last date of registration 31 July) For more details:- Contact program coordinator @ 9717935182
FPSB India Presents Workshop on "NRI Investments & Banking Provision" Learning Objectives • Residential status for taxation and investment purposes. • FEMA provisions for investments, limits and repatriability. • FATCA, CRS and DTAA. • Types of accounts (NRE, FCNR, NRO, RFC, etc). • Capital Gains structure for NRIs. • Acquisition and Sale of immovable property. • Mutual Fund products – investment provisions especially NRIs from US. • MFs and Insurance – TDS and Repatriability of funds. • Bequeath and Estate Planning. • Returning NRIs and their investment options. Who Should Attend:- Private Bankers/ MF Advisors/ CFP Candidates Schedule:- Saturday, October 14, 2017, in New Delhi Participation Fee :- INR. 3500/- + 18%GST i.e INR 4130/- per delegate for attending the workshop. Please write to: Piyush: +91 97179-38151 (learning@icfldelhi.com)  Mention the name of the Participant, Mobile no. & Email id. behind the CQ/DD.  Demand Draft / Cheque favoring ‘FPSB India’ payable at Mumbai to be sent at the below mentioned address: “Plot No. 2, IInd Floor, Kapil Vihar, Pitampura, Delhi - 110034”  You may also make NEFT payment.  Fees include Morning Tea-Breakfast, Lunch, Evening Tea, Stationery. Note:- The participants are expected to carry a laptop and a pen drive for the workshop. 5 CE points shall be granted to CFP Certificants attending this workshop.
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.
Workshop on ‘Portfolio Management – A Practical approach for Building and Managing Portfolios’ November 11, 2017 (Saturday), New Delhi Who Should Attend? Entrepreneurs/Corporate/Professionals/Students.. Content 1. Logical and scientific approach in building a portfolio 2. On spot building of a portfolio model 3. Designing, selection and allocating weights 4. Assessment of portfolio parameters like Risk and Returns Speaker’s Profile: Mr. Rishi Mehra -CFA, CTM, MBA, LIFA (U.K) Mr. Rishi’s corporate edge has been in training the employees of government department & corporate from Indian and overseas origin like, NSE, BSE, NIFM, NISM-SEBI, Ministry of Finance, National Academy for Training & Research in Social Security, SBI, SBI Mutual Fund, Copal Partners, Cairn India, Aviva Insurance, Religare, Fidelity, ARX Advisory & Analytics. Registration Procedure Ø Participation Fee: INR 3, 500 + 18% GST i.e INR 4, 130 per delegate Ø Special Discounted Fee for IFEM & ICFL students : INR 3, 000 + 18% GST i.e. INR 3, 540 per delegate Fees include: Morning Tea-Breakfast, Lunch, Evening Tea, Stationery. Ø Please write to: Piyush: (learning@icfldelhi.com), 9717938151 Note: The participants are required to carry a Laptop, Financial Calculator and a Pen Drive for the training.
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