Principal Officer

Check with seller
MIS Executive
1 month
India
Telangana
Hyderabad Get directions →
0 views
ID: 422858
Published 1 month ago by GoalFi
Check with seller
In MIS Executive category
Hyderabad, Telangana, India
Get directions →
0 item views
About the Job:

Investment planning execution is the soul of our core offering of comprehensive financial planning services. We are looking for suitable candidates who can take up the role of Principal Officer as outlined by SEBI for Corporate RIAs. The role will involve:
• Heading the investing advisory services as required by SEBI Guidelines,
• Direct internal framework controls for investment advisory recommendation,
• Participate in Business Strategy formulation execution,
• Provide inputs for development of GoalFi platform tools offerings,
• Collaborate with other departments for activities initiatives that require expertise in investment advice.

Qualifications:
• Professional Qualifications like CA/CFA or Post Graduate in Diploma in finance/accountancy/business management/commerce/economics/capital market/banking/insurance/actuarial science
• At least 5 years experience relating to advice in financial products/securities/fund/asset/portfolio management
• Currently valid NISM X-A X-B Certification.

Note: The Principal Officer will also be appointed as a director in the company Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

About the Job:

Investment planning execution is the soul of our core offering of comprehensive financial planning services. We are looking for suitable candidates who can take up the role of Principal Officer as outlined by SEBI for Corporate RIAs. The role will involve:
• Heading the investing advisory services as required by SEBI Guidelines,
• Direct internal framework controls for investment advisory recommendation,
• Participate in Business Strategy formulation execution,
• Provide inputs for development of GoalFi platform tools offerings,
• Collaborate with other departments for activities initiatives that require expertise in investment advice.

Qualifications:
• Professional Qualifications like CA/CFA or Post Graduate in Diploma in finance/accountancy/business management/commerce/economics/capital market/banking/insurance/actuarial science
• At least 5 years experience relating to advice in financial products/securities/fund/asset/portfolio management
• Currently valid NISM X-A X-B Certification.

Note: The Principal Officer will also be appointed as a director in the company
GoalFi
GoalFi
17566 active listings

Recently viewed

Confidential Confidential 1 month
BPO Jobs 1 month
Looking for experienced telesales executive in home appliances sector
Check with seller
Looking for experienced telesales executive in home appliances sector
We are seeking a highly motivated and results-driven Telecaller to join our team. As a Telecaller, your job will be outbound calls to customers and prospects to promote our products, services, generate leads, and build relationships. Education : 10th to 12th pass or graduate Language : Kannada , Hindi, English (must speak influently) Job Role Includes: Makin...
1 month BPO Jobs views
Check with seller
Unknown Unknown 1 month
Regional Indigenous Emergency Liaison
Check with seller
Regional Indigenous Emergency Liaison
Full job description 1+ – 24 Avenue South Cranbrook BC V1C 3H8 Phone: (250) 48+-27+1 or 1-888-478-7335 Fax: 250-48+-34+8 Regional Indigenous Emergency Liaison Cranbrook, B.C. Nestled within the beautiful Rocky and Purcell Mountains, in the southeast corner of British Columbia, the East Kootenay region is a four-season destination. The region boasts unlimited...
1 month Government Job Alert views
Check with seller
McCain Foods Limited McCain Foods Limited 1 month
Associate Brand Manager - North America Appetizers
Check with seller
Associate Brand Manager - North America Appetizers
Location 439 King St W, Toronto, ON M5V 1K4   Benefits Pulled from the full job description Vision care Dental care   Full job description Position Title: Associate Brand Manager - North America Appetizers Position Type: Regular - Full-Time Position Location: Toronto HQ Requisition ID: 37355 The Associate Brand Manager, Chain Foodservice - Appetizers NA is a...
1 month MIS Executive views
Check with seller
Accor Apartments  Realty Accor Apartments Realty 1 month
Night Manager
Check with seller
Night Manager
Location Fortitude Valley QLD 4006   Full job description FV by Peppers in the heart of Brisbane's vibrant entertainment precinct, Fortitude Valley comprises of one and two bedroom apartments, a uniquely heated u-shaped skyline pool, cinema, state of the art gym, yoga retreat and tropical outdoor lounge area for guests to experience. You will never run out o...
1 month MIS Executive views
Check with seller
Unknown Unknown 1 month
Head of Department - Student Engagement -
Check with seller
Head of Department - Student Engagement -
Benefits Pulled from the full job description Housing allowance   Full job description This is a temporary full-time position until 11 December 2026, with possibility of extension. About NPASC Northern Peninsular Area State College is situated on the tip of Cape York Peninsula. The College (NPASC) is a K-12 College with 3 campuses. Ama Mary Eseli Injinoo and...
1 month Government Job Alert views
Check with seller
CBI Home Health CBI Home Health 1 month
CBI Health – Registered Nurse WeRPN BEGIN Program
Check with seller
CBI Health – Registered Nurse WeRPN BEGIN Program
Job description CBI Health is proud to be an approved partner of the WeRPN BEGIN Program! The Bridging Educational Grant in Nursing (BEGIN) program was created by WeRPN in partnership with the Ontario Government. As part of a commitment to recruit nurses to the Long-Term Care (LTC) and Home and Community Care (HCC) sectors, BEGIN helps Personal Support Worke...
1 month Nurse / Compounder Jobs views
Check with seller
World Overseas services LLP World Overseas services LLP 1 month
Fresher Jobs 1 month
Production Associate Required in Canada Under LMIA
Check with seller
Production Associate Required in Canada Under LMIA
Job description Prepare and process shipments for distribution, ensuring timely and correct dispatch.Book and schedule shipments with carriers (Canada Post, Purolator, freight, etc.) based on order size, deadlines, and cost efficiency.Although your main focus will be on shipping, you may flex into packaging based on the needs of the business. This requires t...
1 month Fresher Jobs views
Check with seller
Commonwealth Superannuation Corporation (CSC) Commonwealth Superannuation Corporation (CSC) 1 month
Helper Jobs 1 month
Case Manager
Check with seller
Case Manager
Posted: 23/06/2025 Closing Date: 04/07/2025 Job Type: Permanent - Full Time Location: Melbourne Job Category: Banking and Financial Services,Insurance Superannuation Job Description Your new role As a professional and experienced Case Manager, you will play a critical role in supporting vulnerable customers through a difficult time in their lives by applying...
1 month Helper Jobs views
Check with seller
Unknown Unknown 1 month
Utility Tradesworker - Waterworks
Check with seller
Utility Tradesworker - Waterworks
Full job description Position Information Title Utility Tradesworker - Waterworks Job Status Regular Full Time Position Overview The City of North Vancouver is the urban core of the beautiful North Shore and has a long-term vision to be “The Healthiest Small City in the World”, with five key priorities to be a City for People, a Resilient City, a Vibrant Cit...
1 month Government Job Alert views
Check with seller
 Eastern Idaho Regional Medical Center Eastern Idaho Regional Medical Center 1 month
Helper Jobs 1 month
Acute Physical Therapist
Check with seller
Acute Physical Therapist
Description Hourly Wage Estimate: $32.62 - $48.+3 / hour Learn More About The benefits Offered For This Job. The estimate displayed represents the typical wage range of candidates hired. Factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have and comparison to other employees already in...
1 month Helper Jobs views
Check with seller
Are you a professional Recruiter? Create an account