Fresher Investment Jobs

Hiring: Insurance Advisors - Axis Max Life InsurancePosition: Insurance AdvisorCompany: Axis Max Life InsuranceLocation: Visakhapatnam (Vizag)Employment Type: Part-Time / Full-TimeReporting To: Sales Manager Job RoleWe are looking for motivated and ambitious individuals to join our team as Insurance Advisors. As an Insurance Advisor, you will help customers understand their financial protection and insurance needs and recommend suitable life insurance solutions. Key Responsibilities- Identify and connect with potential customers.- Understand customers financial goals and insurance requirements.- Explain suitable life insurance plans and benefits.- Build and maintain strong customer relationships.- Generate leads through personal networks, references, and digital channels.- Follow up with prospects and convert leads into customers.- Provide ongoing service and support to existing customers.- Achieve monthly business and activity targets.- Attend regular training and team meetings. Who Can Apply?- Minimum qualification: 12th Pass / Graduate- Freshers and experienced candidates can apply.- Good communication and interpersonal skills.- Basic knowledge of smartphones and WhatsApp.- People interested in sales, finance, insurance, or business development.- Self-motivated individuals with a willingness to learn. What We Offer- Attractive commission-based income- Performance-based incentives and rewards- Professional training and guidance- Flexible working opportunities- Opportunity to build your own customer network- Career growth opportunities- Recognition for high performers- Support from an experienced Sales Manager Ideal ForStudents Working Professionals Business Owners Homemakers Retired Professionals Sales Professionals FreshersInterested? Send your Name + Qualification + Location + Contact Number Contact: P. Dinesh Kumar 8179556368Sales Manager - Axis Max Life Insurance

As a Financial Advisor, you will be responsible for guiding clients in managing their finances effectively. Your role will involve providing tailored financial advice and building strong relationships with clients to help them achieve their financial goals.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial needs, goals, and current financial situations, allowing you to provide personalized advice.- Financial Planning: Develop comprehensive financial plans that suit individual client requirements, including budgeting, savings, and investment strategies.- Investment Guidance: Recommend suitable investment options based on client profiles, market trends, and risk tolerance to help them grow their wealth.- Market Research: Stay updated on financial products, market trends, and economic news to provide informed advice and improve client portfolios.- Relationship Management: Foster long-term relationships with clients by maintaining regular contact and providing ongoing support and guidance.To be successful in this role, you should possess strong communication skills to explain complex financial concepts clearly. An understanding of financial products and the ability to analyze client needs are critical. A proactive attitude and a willingness to learn will help you thrive in this fast-paced environment. You should be detail-oriented and have strong analytical skills to assess various financial situations accurately. A good level of confidence is also necessary, as you will be interacting directly with clients to build their trust.

As a Portfolio Manager, you will play a key role in managing and optimizing investment portfolios. Your focus will be on maximizing returns while managing risks effectively. - Analyze Investment Options: Conduct thorough research and analysis of various investment options to make informed decisions about portfolio investments and strategies.- Monitor Market Trends: Keep an eye on market trends and economic indicators that could impact investments, ensuring that the portfolio is aligned with current conditions.- Communicate with Clients: Maintain regular communication with clients to provide updates on portfolio performance and address any concerns they may have.- Develop Investment Strategies: Create and implement customized investment strategies based on client goals and risk tolerance to achieve optimal returns.- Prepare Reports: Regularly prepare detailed reports on portfolio performance and strategy effectiveness, presenting them in a clear and understandable way.To succeed in this role, you should have a strong interest in finance and investment. You need to be analytical, detail-oriented, and capable of making data-driven decisions. Excellent communication skills are essential, as you will be in contact with clients and team members. Proficiency in basic computer applications and a willingness to learn about financial tools will help you excel in this position. As a fresher, you should be enthusiastic, eager to learn, and comfortable working from home in a full-time capacity.

We are hiring financial advisor at hazratganj location.No age limit freshers can also join.Preferred retired persons.No Target .Time flexibility.High income with foreign conventions.

As a Finance Advisor, you will play a crucial role in helping clients make informed financial decisions. You will work directly with clients to understand their financial goals and provide tailored guidance.Key Responsibilities:- Client Consultation: Meet with clients to discuss their financial situations, needs, and goals. This involves listening carefully and gathering relevant information to offer the best advice.- Financial Analysis: Analyze clients' financial data and documents to provide insights and recommend suitable financial products or strategies that fit their specific needs.- Portfolio Management: Help clients build and manage their investment portfolios, ensuring their choices align with their risk tolerance and financial objectives.- Market Research: Stay updated on market trends and financial products to provide clients with the most recent and relevant information.- Documentation and Reporting: Prepare reports and documentation related to clients' financial plans, ensuring accuracy and compliance with relevant regulations.Required Skills and Expectations:- Strong communication skills are essential to explain financial concepts clearly to clients.- Basic understanding of finance and investment principles is required.- A keen analytical mindset to interpret financial data accurately.- Proficiency in using computers and basic office software, as daily tasks include documentation and reporting.- Ability to work collaboratively in a team environment while also being self-motivated.- A professional attitude and the ability to maintain confidentiality regarding clients' financial information. This role is ideal for someone eager to start their career in finance and who possesses a strong willingness to learn and grow in the industry.

Job Role - Financial Advisor Company - ICICI PRUDENTIAL LIFE INSURANCE Experience - Freshers or Experienced both can Apply Skills - Financial Planning, Financial Services,Team coordinator, Team Leading, Salary - Annual CTC upto 4.5 lakhs, Attractive Incentives, PF , GRATUITY..

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)

Looking for a simple part-time job you can do from home? We are hiring Data Entry Operators.Work Type: Part-TimeRoles: Data Entry Operator No experience required No age limit No targets or pressure Requirement: Mobile / Laptop / Computer Your job is to complete the assigned work and submit it on time.

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.

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.

Basic Computer KnowledgeInterest in Home Based -Online Part time Jobs.Part Time Jobs for Fresher, Students, House wives, Retired persons, Working People. Work at your own spare Time.Apply now.

Assess loan worthiness and review financial statements.Configure financial data and documents in the ERP system.Maintain a database by entering, verifying and backing up data and documents in the ERP system.Perform verification as per the process to determine authenticity of data.Generate final agreements for execution.Contribute to team effort by accomplishing related results as needed.

A Finance Analyst is responsible for analyzing financial data, preparing reports, and helping organizations make informed business decisions. They evaluate financial performance, identify trends, and provide recommendations to improve profitability and efficiency.Key Responsibilities:Analyze financial statements, budgets, and forecasts.Prepare monthly, quarterly, and annual financial reports.Monitor company expenses and revenue trends.Assist in budgeting and financial planning.Conduct financial modelling and data analysis.Identify cost-saving opportunities and financial risks.Support management with financial insights for decision-making.Ensure compliance with financial regulations and company policies.Work with different departments to collect financial data.Required Skills:Strong analytical and problem-solving skillsKnowledge of financial reporting and accounting principlesProficiency in Microsoft Excel and financial softwareAttention to detail and accuracyGood communication and presentation skillsAbility to interpret complex financial dataEducational Qualification:Bachelors degree in Finance, Accounting, Economics, or Business AdministrationCertifications like CFA, CPA, or CMA (optional but preferred)Experience:13 years of experience in finance, accounting, or data analysis (for junior roles).Contact Person: Rakesh HRContact Number: +91 9003745749Experience: 0 - 4+ YearsLocation: CoimbatoreTimings: 09.30 AM - 06.30 PM

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

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.

We are Hiring Join our teamOwn time Own targetDo you believe in the power of the internet and the concept of working from home?Start Making Money from Home - It Is PossibleThis Platform provides you a unique opportunity to change your life for better by gifting you:>No Investment>No Experience>No stress & freedom from time bonding

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.

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.

We have an easy online form filling projects. we provides a software through the mail.No investment & No experience require.You need a laptop or PC or smartphone with internet & browsing knowledge.Work from home, office without investment & earn extra money.You must have above 18 years of ageWork 2-3 hours daily from home, office, cafe etc. in your free time.Work on your own time without any pressureStudents, housewives, job seekers, pensioners, professionals both male & female can work.We provide 1200 online forms in specific format you have to fill in 12 days. We pay Rs. 16 for each correct form filling entry.We also provide software, database files, DEMO etc. through e-mail for free.Apply Now. We'll Contact you soon.

Data Entry Associate-One Of The Quickly developing Organization is Giving Locally situated Business Opportunity. We Need Submitted and Result-Arranged Individuals Who Can Hold Hands With Us and Contribute In the Advancement and success Acquire Enormous advantages In Type Of Salary (Week after week/Month to month),An Incredible Chance To Assemble Your Own particular System and Perceivability Come and Work In A No Objective, No Offering, No Time Boundation & No Manager Condition.Generously Give Your Email Id, Id proof While Answering. Much thanks to You!

We are Hiring Join our teamOwn time Own targetDo you believe in the power of the internet and the concept of working from home?Start Making Money from Home - It Is PossibleThis Platform provides you a unique opportunity to change your life for better by gifting you:>No Investment>No Experience>No stress & freedom from time bonding

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

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;

Key Responsibilities:1. Typing documents and reports: The main responsibility of this role is to accurately type out documents and reports from handwritten or digital sources.2. Data entry: Entering data into spreadsheets, databases, or other digital platforms as needed.3. Proofreading: Reviewing typed documents for errors and ensuring accuracy before submission.4. Following instructions: Adhering to guidelines provided for each typing assignment to meet quality standards.5. Timely completion: Completing typing tasks within the given deadlines to ensure efficiency in work delivery.Required Skills and Expectations:1. Proficient typing skills: Ability to type accurately and efficiently is essential for this role.2. Attention to detail: Being meticulous and thorough in reviewing documents for errors and ensuring accuracy.3. Basic computer knowledge: Familiarity with basic computer operations and software like Microsoft Word or Google Docs.4. Time management: Capability to manage time effectively and meet deadlines for typing tasks.5. Good communication: Clear communication skills to understand instructions and communicate any issues or queries effectively.

We have an easy online form filling projects. we provides a software through the mail.No investment & No experience require.You need a laptop or PC or smartphone with internet & browsing knowledge.Work from home, office without investment & earn extra money.You must have above 18 years of ageWork 2-3 hours daily from home, office, cafe etc. in your free time.Work on your own time without any pressureStudents, housewives, job seekers, pensioners, professionals both male & female can work.We provide 1200 online forms in specific format you have to fill in 12 days. We pay Rs. 16 for each correct form filling entry.We also provide software, database files, DEMO etc. through e-mail for free.Apply Now. We'll Contact you soon.

Looking For 100% Genuine Part/full Time WorkDo Data entry Typing online at home1 Form Filling Job Its 100% Safe & Easy , So, Don 't Miss This Opportunity.No Work Tensions Any More.No Experience Required.No Need To Work Under Anyone. Just Be A Boss Of Yourself.We provide 1200 online forms in specific format you have to fill in 12 days. We pay Rs. 16/- for each correct form filling entry.We also provide software, database files, DEMO etc. through e-mail. Apply Now. We'll contact you soon.

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,

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.

We are hiring a Business Development Executive (BDE) for our financial advisory firm. The role involves generating leads, explaining our investment research and advisory services to potential clients, converting prospects into active clients, and maintaining strong long-term relationships. The candidate should have excellent communication and convincing skills, basic knowledge of the stock market, and a target-oriented approach. Fixed salary plus attractive incentives will be offered based on performance.

An Investment Manager is responsible for managing client portfolios, analysing financial markets, and delivering strategic investment recommendations. The role focuses on wealth creation, risk management, and long-term portfolio growth aligned with clients financial goals.