Investment Advisor Job Vacancies in Noida

Position: Equity AdvisorKey Responsibilities:Execute equity trades on behalf of clients with accuracy and timeliness.Monitor and analyze market trends, news, and economic data to support trading decisions.Handle trading terminals and generate brokerage through client advisory.Provide clients with market insights, trading strategies, and investment recommendations.Manage client portfolios to align with investment objectives and risk tolerance.Maintain accurate records of trades and client interactions, ensuring compliance with regulations.Collaborate with research analysts and team members to develop and implement trading strategies.Stay updated with industry developments, regulatory changes, and market conditions.

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 /

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.

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!