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Fresher Investment Advisor Jobs

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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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Investment Advisor - Freshers

The Equal Research Investment Adviser

  • 0 - 1 yrs
  • 4.5 Lac/Yr
  • Indore
Capital Market HNI Sales Investment Planning HNI Acquisition Problem Analysis Revenue Generation
As an Investment Advisor based in Indore, you will help clients make informed decisions about their investments. You will guide individuals and businesses in achieving their financial goals by selecting appropriate investment strategies. Key Responsibilities:1. **Client Consultation:** Meet with clients to understand their financial goals and risk tolerance, helping tailor investment strategies to meet their needs.2. **Investment Analysis:** Conduct thorough research on various investment opportunities such as stocks, bonds, mutual funds, and real estate to provide expert recommendations.3. **Portfolio Management:** Assist clients in building and managing their investment portfolios, ensuring they align with their financial objectives and market conditions.4. **Market Updates:** Keep clients informed about market trends, economic developments, and changes in investment options, enabling them to make timely decisions.5. **Compliance and Reporting:** Ensure all investment activities meet regulatory requirements and prepare reports on client portfolios for transparency and tracking performance.Required Skills and Expectations:A successful candidate should be a graduate with strong analytical and communication skills. You must have a keen interest in finance and investment, along with the ability to explain complex concepts clearly. Fresh graduates are encouraged to apply, as training and support will be provided. A knack for building relationships and a customer-oriented mindset will help you succeed in this role. Proficiency in using financial software and tools for analysis will be beneficial.
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Fresher hiring for Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Goregaon Mumbai
Financial Services Investment Planning Finance Good Communication Skills Wealth Management
Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.
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  • 0 - 1 yrs
  • Kohima
Insurance Sales Loan Operations Credit Card Investment Banking
The Selected Candidates Will Be Expected to Actively Sale Insurance Policy, Loans, Credit Cards, Mutual Funds and other Financial Products to Interested Customers. this is a Part Time Job and Can Be Done At Any Time and Earn Extra Income Based On the Performance. Smartphone is Mandatory
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Jobs by Popular Location

  • 0 - 1 yrs
  • 2.3 Lac/Yr
  • Ranchi
Investment Planning
Key Responsibilities:1. Provide investment advice to clients: Help clients make informed decisions about where to invest their money for maximum returns.2. Conduct market research: Stay up-to-date on market trends, news, and developments to provide accurate and timely advice to clients.3. Create investment strategies: Develop personalized investment strategies based on clients' financial goals and risk tolerance.4. Monitor investment performance: Regularly review and assess the performance of clients' investments to ensure they are meeting their objectives.5. Communicate with clients: Maintain regular communication with clients to update them on their investments and address any questions or concerns.Required Skills and Expectations:1. Strong analytical skills: Ability to analyze market data, trends, and financial reports to make informed investment recommendations.2. Excellent communication skills: Clear and effective communication with clients to explain complex financial concepts and investment strategies.3. Attention to detail: Ensure accuracy in investment analysis and monitoring to maximize clients' returns.4. Financial acumen: Understanding of financial markets, investment products, and risk management principles.5. Ability to work independently: Self-motivated and able to work effectively in a remote work environment.
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Finance Advisor Fresher (Female)

Money Honey Financial Service Pvt Ltd

  • Fresher
  • 4.5 Lac/Yr
  • Mumbai
Financial Services Investment Banking Finance Financial Planning
Position-Financial AdvisorDescription: - 1.Showcase investment products to clients which may be of interest for them2. Assist the client in aligning his or her investments as per his or her needs.
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  • 0 - 2 yrs
  • 3.3 Lac/Yr
  • Mumbai
Financial Planning Cold Calling Customer Calling Investment Banking Leadership
Client engagement activity over phone.o Objective of engagement is to build sound relationshipo Exchange latest update about new product or any upcoming changes inexisting productso Increase wallet share from existing clientso Increase client base by adding new cliento Help existing client if they have any service issues post transactiono Existing client portfolio reviews at periodic intervals; Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospectiveas well as existing) which may be of interest for them or which are on the approvedlist; Assist the client in aligning his or her investments as per his or her needs, and riskappetite in line with dynamic asset allocation; Responsible for business growth as well as growth of client base.
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  • 0 - 6 yrs
  • Mumbai
Financial Services Investment Banking Leadership Financial Planning Financial Consultancy
A Financial Advisor Provides Clients with Expert Guidance On Financial Planning, Investments, Insurance, Retirement, and Wealth Management. the Role Involves Assessing Clients Financial Goals, Developing Customized Strategies, and Helping Them Make Informed Financial Decisions to Secure Their Future.
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Good Communication Skills Financial Planning Financial Services Investment Banking Financial Consultancy
We have required financial advisors
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  • 0 - 5 yrs
  • Bhavnagar
Financial Services Financial Planning Investment Banking Business Finance Team Coordinator Financial Reporting Infrastructure Finance
HDFC LIFE CONTACT OR SHARE RESUMEHARSH ZINZUVADIYA
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  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Virar West Mumbai
Stock Exchange BDE
About Us:We PROFITBUCKS are a fast-growing financial education & advisory company, empowering individuals with the right knowledge and investment solutions. Our products include Stock Market Education Courses, Advisory Services, PMS, and Mutual Funds. We are looking for energetic and ambitious Business Development Executives to join our team and contribute to our expansion.Role & Responsibilities:Call and engage with potential leads (provided by the company) and explain our products & services.At times, generate new leads through networking, cold calling, and referrals.Counsel prospects on financial education courses, advisory services, PMS, and mutual fund products.Understand client requirements and provide suitable solutions.Convert leads into customers and achieve monthly targets.Maintain client relationships and ensure follow-ups for repeat business.What We Expect:Excellent communication & persuasion skills (Hindi, English, and regional languages preferred).Passion for sales, client handling, and financial products.Ability to work with targets and deliver results.Freshers & experienced candidates (02 years) are welcome.Basic knowledge of stock markets, investments, or mutual funds will be an added advantage.Salary & Benefits: Fixed Salary: 15,000 per month Incentives: Attractive performance-based incentives on all products (Education Courses, Advisory, PMS, Mutual Funds) unlimited earning potential. Growth opportunities in the financial & investment domain with structured training.
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  • 0 - 1 yrs
  • Kolkata
Marketing Sales Communication Investment Banking Leadership
The Financial Advisor helps clients plan and achieve their financial goals by offering insurance and investment solutions. They assess clients needs, recommend suitable life, health, and investment insurance products, and build long-term relationships based on trust and financial guidance.
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Financial Services Financial Planning Corporate Finance Investment Banking Finance BFSI Business Finance
Financial Advisor
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  • Fresher
  • 4.5 Lac/Yr
  • Bhubaneswar
Financial Services Corporate Finance Investment Banking Team Coordinator Brand Awareness
Financial Consultant
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  • 0 - 5 yrs
  • Shimla
Financial Services Financial Planning Corporate Finance Taxation Investment Banking Finance Leadership Infrastructure Finance Financial Consultancy Team Coordinator Financial Reporting
As a Financial Advisor, your primary responsibility will be to provide financial advice and guidance to clients in order to help them achieve their financial goals. This will involve analyzing their financial situation, providing recommendations on investment strategies, and assisting with estate planning and retirement planning. Key skills for this role include a strong understanding of financial services and products, knowledge of financial planning principles, expertise in corporate finance and taxation, experience in investment banking, and proficiency in financial reporting.
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  • Fresher
  • 3.0 Lac/Yr
  • Mandi
Financial Services Investment Banking Finance
Responsibilities:1. Provide financial advice and guidance to clients on various investment products and services2. Conduct in-depth financial analyses to assess clients' current financial situations and develop personalized financial plans3. Develop and maintain relationships with clients to ensure their financial goals are met4. Stay informed about trends and developments in the financial industry to provide clients with the most up-to-date information5. Monitor clients' investments and make recommendations for adjustments as needed6. Assist clients with retirement planning,
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Finance Advisor - Full Time - Freshers

Aditya Birla Sun Life Insurance

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Lucknow
Financial Services Financial Planning Investment Banking Financial Consultancy
1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.
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Hiring For Financial Advisor

Aditya Birla capital

  • 0 - 1 yrs
  • 5.5 Lac/Yr
  • Gomti Nagar Lucknow
Financial Services Financial Planning Investment Banking
Job Description: Financial AdviserPosition: Insurance AdviserLocation: [Insert Location]Employment Type: Full-time/Part-timeSalary: [Insert Salary Range] + CommissionJob Summary:We are seeking a motivated and customer-focused Insurance Adviser to join our team. The Insurance Adviser will be responsible for providing expert advice to clients on insurance products and services, helping them make informed decisions about their coverage needs. This role involves building strong relationships with clients, understanding their financial situations, and offering tailored insurance solutions.Key Responsibilities:Understand clients insurance needs and provide expert advice on available products.Offer customized insurance solutions, including life, health, property, and casualty insurance.Educate clients on policy terms, benefits, and costs, ensuring clarity and transparency.Manage client relationships and provide exceptional customer service.Conduct periodic reviews of existing policies and offer updates or improvements.Ensure compliance with all regulatory and company standards.Maintain detailed and accurate client records.Collaborate with other team members and departments to deliver a seamless customer experience.Stay up-to-date with industry trends, product knowledge, and changes in insurance regulations.Qualifications:Proven experience as an insurance adviser, agent, or similar role (preferred but not required).Excellent communication and interpersonal skills.Ability to explain complex insurance concepts in simple terms.Strong organizational skills and attention to detail.A customer-first attitude with a commitment to providing personalized service.Relevant certifications (e.g., IRDAI certification) or willingness to obtain them.Proficiency in using insurance software and tools.
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Opening For Financial Advisor

Aditya Birla Capital Ltd

Financial Services Financial Planning Investment Banking Taxation Finance Infrastructure Finance Financial Consultancy Brand Awareness Financial Reporting Analytical Ability Team Coordinator Analytical Skills Business Finance Leadership Corporate Finance BFSI
We are looking for 51 Financial Advisor Posts in Kolkata,Kolkata South, Kolkata,Around Kolkata, with deep knowledge in Financial Services,Financial Planning,Investment Banking,Taxation,Finance,Infrastructure Finance,Financial Consultancy,Brand Awareness,Financial Reporting,Analytical Ability,Team Coordinator,Analytical Skills,Business Finance,Leadership,Corporate Finance,Voice Process and Required Educational Qualification is : Higher Secondary, Professional Degree, B.A, B.B.A, M.A, M.B.A/PGDM, Chartered Accountant
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Insurance Advisor Financial Services Investment Banking
Government proposed jobVery high chance to get permanent govt job in LIC as this is financial Advisor professional scheme launch by our honorable PM mr Modi ji so hurry up call me 9450625644
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Financial Services Financial Planning Corporate Finance Investment Banking BFSI Finance Voice Process Leadership Financial Reporting Business Finance Team Coordinator Financial Consultancy Brand Awareness Analytical Ability Analytical Skills Infrastructure Finance Taxation SAAS
We are looking for 100 Financial Advisor Posts in Navi Mumbai, Mumbai, with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Investment Banking, BFSI, Finance, Voice Process, Leadership, Financial Reporting, Business Finance, Team Coordinator, Financial Consultancy, Brand Awareness, Analytical Ability, Analytical Skills, Infrastructure Finance, Taxation, SAAS and Required Educational Qualification is : Bachelor of Hotel Management
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Share Market Executive – Fresher & Experienced

The Equal Research Investment Adviser

  • 0 - 1 yrs
  • 3.5 Lac/Yr
  • Indore
Investment Advisor Share Market
We are looking for a dynamic and result-oriented Share Market Executive to join our investment advisory team. The candidate will be responsible for acquiring new clients, maintaining strong relationships with existing clients, and providing guidance on stock market investment opportunities based on research and market trends. The role involves explaining financial products, promoting advisory services, and assisting clients in making informed trading and investment decisions. Freshers with a keen interest in the stock market are welcome, while experienced candidates should have a proven track record in sales or financial advisory. Strong communication skills, basic knowledge of equity markets, and a passion for achieving targets are essential for this role.
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Walk-in Looking For Equity Advisor

The Equal Research Investment Adviser

  • 0 - 2 yrs
  • 3.8 Lac/Yr
  • Indore
Market Research Market Trends Analysis Risk Management Client Relationship Management Risk Assessment Financial Analysis Stock Selection Investment Research Investment Strategies Decision Making Industry Knowledge
We are hiring an Equity Manager for our financial advisory firm. The role involves analysing equity markets, providing technical and fundamental research, generating trading and investment recommendations, and managing client portfolios. The candidate will monitor market trends, prepare research reports, guide the advisory team, and ensure effective risk management for clients. The ideal candidate should have strong knowledge of the stock market, analytical skills, and experience in equity research and trading. Relevant experience in financial advisory or investment research and certifications such as NISM will be an added advantage.
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Investment Advisor

Money Honey Financial Service Pvt Ltd

  • Fresher
  • 4.0 Lac/Yr
  • Goregaon West Mumbai Suburban
Revenue Generation Capital Market Investment Planning Client Servicing Telecalling Client Relationship Sales HNI Sales
We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 200 members. Our core product offering is mutual fund, FD, and Govt. Bonds, Debentures, etc.Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience: Freshers can apply.Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034
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Financial Advisor (full Time)

Money Honey Financial Service Pvt Ltd

  • 0 - 1 yrs
  • Mumbai
Financial Services Financial Planning Voice Process Investment Banking Team Coordinator BFSI Financial Consultancy
Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;
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Investment Specialist

Money Honey Financial Services

  • 0 - 2 yrs
  • Goregaon West Mumbai Suburban
Finance Advisor Mutual Funds
Explain (over the phone) the various types of investment product features and financial services to potential clients.Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goalsDevelop and deepen client relationships.Educate clients and answer questions about investment options and potential risks.Recommend investments to clients or select investments on their behalf.Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.If needed, Meeting with clients to understand their needs and demands.Preparing financial plans with a mix of short and long term investmentsProviding periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes,
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