Investment Advisor Job Vacancies in Delhi NCR

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)

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.

PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.

Job descriptionThe ideal candidate will lead initiatives to generate and engage with new as well as existing clients to build new business for the company.The candidate will be focused and have strong communication skills.The candidate should be able to effectively manage clients and leads. They should have necessary skill to be an effective interface between the Company and the Clients.Responsibilities1.Generate and Manage leads on social media platforms like Facebook, Insta, Linkedin etc.2. Follow up with leads which get generated3. Client management to grow business and help company expand.4. Work on cross-selling products to our existing customers5. Coordinate with other staff members for day to day operations

We are seeking a motivated and personable Investment Advisor to join our team. The ideal candidate will be responsible for visiting our investors, presenting our investment plans, and providing personalized financial guidance. **Key Responsibilities:**- Meet with clients to discuss their financial goals and investment strategies.- Present and explain our investment plans clearly and confidently.- Build and maintain strong relationships with investors.- Provide ongoing support and follow-up to ensure client satisfaction.- Stay informed about market trends and investment opportunities.**Qualifications:**- Bachelors degree- Proven experience in investment advisory or financial services is preferred.( Not Mandatory) - Excellent interpersonal and communication skills.- Strong analytical and problem-solving abilities.- Must have personal transport for client visits.*Skills:*- Professional demeanor with a positive attitude.- Ability to build rapport with clients and understand their needs.- Strong organizational and time management skills.**Benefits:**- Competitive salary and commission structure.- Ongoing training and professional development.If you are passionate about finance and have the drive to help clients achieve their investment goals, we invite you to apply!

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill

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 /

We are hiring for Financial consultant advisor for Remote job profile with flexible working hours. Also fresher are most welcome.

Job descriptionAdvise Emerging to Mid-size corporate clientele on Banking solutions like Working capital limits/Term Loans / ECBs /Project Finance /Trade Finance and other financial products suitable to client Business requirementRequired Candidate profileEnsure continuous Business pipeline through new client acquisition and build robust business pipeline within Delhi/NCR

We are looking to hire an experienced stockbroker to advise clients on investment opportunities within the stock market. The stockbrokers responsibilities include analyzing the stock market, finding profitable investment opportunities, and advising clients in making sound investment decisions. You should have the ability to work well in a high-pressure environment. Responsibility includes advice clients about Insurance.To be a successful stockbroker, you should be able to make quick decisions that will benefit your clients. A top-performing Stockbroker should be able to utilize the best methods to continually source new clients and maintain good working relationships with them.Responsibilities:____________________________Providing accurate investment advice to clients. Accurately evaluating financial reports. Managing clients investment portfolios. Staying abreast with the latest financial news. Providing regular updates to clients regarding the status of their investment portfolios. Informing clients of new investment opportunities within the stock market. Sourcing new clients through networking and cold calling. Accordingly making changes in investment strategies based on market conditions. Requirements:__________________________________Bachelors degree in finance, accounting, business or related field.Must be registered with the Financial Industry Regulatory Authority (FINRA).Should have sound knowledge of how financial markets operate.Proficient in IT and mathematics.The ability to evaluate complex information.Strong analytical skills.Excellent negotiation skills.The ability to work under pressure.The ability to work long hours due to differing time zones.

Job Summary :We are looking for an enthusiastic Telecaller Executive to contribute in generating sales and solving the queries of customers for our company.He/she must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts.The goal is to help the company grow by bringing in customers and developing business. One point of contact for customer including product queries, grievances and servicesRoles & Responsibilities :Contact potential or existing customers to inform them about product or service.Solve queries regarding product and companyGenerate and maintain customer information in the databaseUnderstand customer requirement and close the query promptly.Keep record of calls and sales.Key Requirement :3 5 years of experience as telesales/ customer support representative or customer servicePreferred Industry Finance / Financial ServicesGood knowledge of relevant computer programsAbility to learn about products and services and describe/explain them to prospectOutstanding negotiation skills with the ability to resolve issuesExcellent communication skills.Preferred language proficiency English & Hindi

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

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.

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

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.

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.

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.

Job descriptionAdvise Emerging to Mid-size corporate clientele on Banking solutions like Working capital limits/Term Loans / ECBs /Project Finance /Trade Finance and other financial products suitable to client Business requirementRequired Candidate profileEnsure continuous Business pipeline through new client acquisition and build robust business pipeline within Delhi/NCR

PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.

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