Array ( [0] => investment-advisor [1] => delhi-ncr ) Investment Advisor Fresher Jobs in Delhi NCR | Latest Vacancies
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Investment Advisor Fresher Jobs in Delhi NCR

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Hiring Fresher / Investment Manager / 12th Pass

FISCT Assets Growers Private Limited

  • Fresher
  • 8.0 Lac/Yr
  • Faridabad
Investment Planning Investment Consultant
About FAG FinanceFAG Finance is a growing financial services firm focused on investment planning, equity advisory, mutual funds, and investor education. We work closely with clients to build long-term wealth through disciplined and informed investing.Role OverviewWe are looking for enthusiastic interns who want hands-on exposure to investment planning and financial markets. This internship is ideal for students or fresh graduates looking to build a career in finance.Key ResponsibilitiesAssist in investment planning and portfolio analysisSupport mutual fund, equity, and SIP-related researchHelp in client onboarding and documentation processesConduct basic market research and prepare reportsParticipate in investor awareness and financial literacy activitiesWork with senior advisors on live client casesEligibility CriteriaPursuing or completed graduation/post-graduation in Finance, Commerce, Economics, or related fieldsBasic understanding of financial markets and investment productsGood communication and analytical skillsWillingness to learn and work in a fast-paced environmentMandatory Requirement (Before Interview) Candidates must have an active Demat account with AngelOne before appearing for the interview.(Profiles without this requirement completed will not be considered.)What Youll Gain Practical exposure to real-world investment planning with stipend.Mentorship from experienced finance professionalsCertificate of Internship & Recommendation Letter (PPO can be offer)
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Finance Advisor

Enexperts Consulting Groups

  • 0 - 1 yrs
  • Noida
Corporate Finance Investment Banking Finance
Finance Internship:2MonthsLocation: Noida (Remote/work from Home)Job Description:You will have the opportunity to put your financial expertise to use by modeling, analysing, and reportingfinancial data in the real world as a finance intern. Your input and creativity will be valued as we strive forconstant innovation and improvement while working closely with our seasoned finance team. This internship is afantastic chance to get practical experience in a busy, dynamic workplace.Key Responsibilities: Contact to Business Owners/Startups/MSMEs related to Finance Services Cold Calling/Emails related to the Financial Services Develop and utilize spreadsheets, databases, and other computer applications Assist with financial modeling Be given professional analytical and management support work assignments Assistance may be required in the preparation of monthly or weekly financial reports. Manage specialized information, reports, forms dealing with fees, billing, tracking of projects, etc Enter information into the financial accounting system of the company Enter information into the financial accounting system of the companyEligibility For Job : You must complete your graduation degree. You must pass out XI and XII Mathematical aptitude and proficiency are crucial. The interns need to be familiar with the fundamental concepts and procedures of accounting and financialanalysis. To prepare files, maintain records, and interpret data in both statistical and narrative form, one must be able togather, assess, and interpret data. Good communication skills, both in writing and verbally Additionally needed are abilities in data entry and verification, problem-solving, computer knowledge, a varietyof software programs, and standard office supplies.It is a full-time / Part-time Job for the youngest and fresher.Internship Period: 3-6MonthsStipend: Based on Performance/Unpaid (5k-15k)Industry Financial Services / Banking, Investments /
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Financial Planner

Ingenetus

  • 0 - 5 yrs
  • Dwarka Delhi
Financial Planning Financial Advisor Wealth Management Financial Advisory Mutual Funds Sales Investment Manager New Clients Acquisition Leads Generation Financial Goal Planning Asset Management CFP Certified Financial Planner NISM Walk in
Required Candidate Profile: Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients. Candidate should have a network of existing clients and corporates with a strong relationship. Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and itsgrowth and profitability drivers. Certification in NISM and CFP is an added advantage. The candidate will be responsible to generate a lead and take it to closure by working along with the Operation and Sales backend team. Create and enforce plans that will help meet the needs of clients. Must be self-motivated, flexible and able to manage several jobs at one time. Willingness to dwell in Start-up Culture. Should have a laptop for work.Roles and responsibilities:1. Existing Client Relationship Management- Managing the existing clients of Ingenetus which includes any service-related, operational or sales-driven requests.- Driving New Business from our existing clients for various financial services- Financial technical analysis of various financial options available like, Mutual Funds, Loans, Insurance, etc.2. New Client Acquisition- Responsible for generating leads and conversion through either or all of the following channelsi) Cold Callsii) Conducting Financial Awareness Programsiii) Referential CallingOther responsibilities:- Meeting the clients and doing the initial screening- Sales Conversion- Managing various MIS- Onboarding prospects from the candidate's existing network- Utilizing Corporate networks to hold Financial Awareness Programs- Presenting achievement through performance reviews
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Relationship Manager Wealth Management

NIIT LTD

Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management HNI Sales Walk in
Details:Advising Affluent & HNI clientson their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet of existing clientsProcuring potential/target clientsthrough networking, database, market analysis, and references.Achieving financial goalsEnsurethe highest levels of customer serviceand experience to these HNI customers.
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Relationship Manager

Saggio insurance marketing Pvt Ltd

  • 0 - 2 yrs
  • 2.3 Lac/Yr
  • West Delhi
Sales Financial Advisory Investment Advisory Customer Relationship Manager
Urgent Hiring for Relationship manager profile.-Salary:10000-25000-Location: Moti Nagar, west delhi-Contact: HR Jyoti-Interview Timings: 11 am-4 Pm .-Good in percentage calculation.-Basic knowledge of Insurance, Banking, Share Market, Income tax.-Carry CV-Wear Formal Dress.-Good communication skills23 A, First floor, Times OF India, building, Shivaji marg, najafgarh road, opposite of ESI Dispensay, beside MRF tyre, moti nagar,delhi-110015.Your profile has been shortlisted for Relationship manager profile.**Fixed Salary.****Huge Incentive.****Defined growth path.****Professional and friendly work environment.**-Fresher and experienced both can apply (Salary Negotiable for Experienced candidate).-Excellent communication skills.-Good in percentage calculation.-Basic knowledge of Insurance, Banking, Share Market, Income tax RD, FD, GST and PPF.-Carry CV-Wear Formal Dress.-Location: Moti Nagar, west delhi-Contact: HR Jyoti - Interview Timings: 11 am-4 Pm Call HR to Schedule your interviewYour profile is shortlisted for the position Relationship Manage.Coordinate with customer.Tell Customers about Products of the company.Lead generation.Telesales.Make customer understand about Life insurance.Should have basic knowledge of Insurance, Banking, Share market, income Tax and PPF.Give customer Good comparison of different investment products.
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Financial Advisor

LIC of India

  • 0 - 1 yrs
  • 6.0 Lac/Yr
  • East Delhi
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
Hiring for 10 Financial Advisor Jobs in East Delhi Delhi for Freshers,Required Educational Qualification is : Higher Secondary, Secondary School with Good knowledge in Financial Planning,Marketing,Wealth Management,Investment Advisory etc.
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Financial Advisor

Kotak Mahindra Life Insurance Ltd.

  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Connaught Place Delhi
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor Work From Home
We have vacant of 5 Financial Advisor Jobs in Connaught Place Delhi Candidate Age Should be 25 and aboveAnyone Can Apply with Higher Secondary and 25 and above age
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Relationship Manager

Spotenroll Job

  • 0 - 3 yrs
  • 3.0 Lac/Yr
  • Noida
Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Walk in
Companies to be Tapped : Telesales, Digital Sales, Tele calling companies, Allsec Technologies, Just Dial, Travel Tag, Trivago, Goibibo , Yatra , Make My trip , Ageis, Silaris , Any tele set up companies except currently working with Policy Bazar ,Easy Policy, Compare Policy and Max Bupa.We are okay to hire candidates from any background of Tele-calling from insurance brokers and web aggregators.Candidate should have the following:1. Should have good communication skills- Both English and Hindi2. Should be a graduate at-least or final year result awaited or final year persuing.3. Experience in voice process preferred.4. Flexible with time.5. Ok for sales profile.Experience: 6months-3 yearsEducation: Graduate/ Pursuing Graduate(Final year Pursuing).Job Type: PermanentLocation: NoidaShift Timing :Rotational Days (Roaster Off will be there. (No fixed off)Designation: Relationship Manager Assisted SalesJob Profile:- Office job, no Field Work. Its an outbound and inbound process. They will be calling on the leads(Interested Customer) shared by the company. They will be briefing the customer about the product. They will be convincing the customers to purchase the product and closing the lead. They will have to achieve the Given sales targets.
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Relationship Manager

Shares Bazar

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory
Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS
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Relationship Manager

Saggio insurance marketing Pvt Ltd

  • 0 - 5 yrs
  • 6.0 Lac/Yr
  • Moti Nagar Delhi
Sales Corporate Banking Wealth Management Financial Advisory Investment Advisory Client Relationship Management Customer Relationship Manager
Your profile has been shortlisted for Relationship manager profile.**Fixed Salary.****Huge Incentive.****Defined growth path.****Professional and friendly work environment.**-Fresher and experienced both can apply (Salary Negotiable for Experienced candidate).-Excellent communication skills.-Good in percentage calculation.-Basic knowledge of Insurance, Banking, Share Market, Income tax RD, FD, GST and PPF.-Carry CV-Wear Formal Dress.-Location: Moti Nagar, west delhi-Interview Timings: 11 am-4 Pm on 18-Oct-21 to 23-Oct-21Call HR to Schedule your interview
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