Array ( [0] => investment-planning [1] => delhi-ncr ) Investment Planning Jobs in Delhi NCR,Investment Planning Job Vacancies in Delhi NCR
11

Investment Planning Job Vacancies 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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Hiring For Portfolio Manager

Shivay HR Consulting

  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.
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Looking For Chief Finance Officer

Dzire group

  • 15 - 25 yrs
  • 18.0 Lac/Yr
  • Gurgaon
Financial Planning Finance Auditing Banking Finance Strategic Planning Finance Financial Reporting Corporate Finance Investment Banking
Urgent Hiring for CFODesignation..CFO(Chief Financial Officer )Experience 15 YearsLocation ..Dharuhera RewariSalary...Upto 18 LPAJob type.. Full time jobJob discription...Team Handling & Inter Department CoordinatorLeadershipFinance & Accounting ManagementTaxation & GSTFinancial Planning & AnalyzingCostingDaily & Monthly MISLegal & Statutory ComplianceAuditingBankers & Limit HandlingLegal LesioningContact person .Goura kurmiContact no. 6267609819
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Equity Dealer

HMA Trading channel partner of Angel one ltd

  • 1 - 5 yrs
  • Noida Sector 63
Equity Sales Investment Planning Client Counselling Equity Equity Trader Equity Dealer
Job Summary:Angel One Ltd. The channel partner of HMA Trading Company is looking for a dynamic and detail-oriented Equity Dealer to join our trading desk. The ideal candidate will have a passion for capital markets, a client-centric approach, and strong knowledge of equity and derivatives trading. This role involves executing trades, managing client portfolios, and ensuring adherence to compliance guidelines.Key Responsibilities:Trade Execute buy/sell orders in equity and derivatives on behalf of clients.Prompt & Accurate executionMonitor confirmation & settlements with clientsClient interactionMarket analysis and risk management.Qualifications:Minimum education Graduation/ Diploma.NISM Series VIII (Equity Derivatives) Certification Mandatory or ready to get.Knowledge of Excel and basic financial analysis tools.Key Skills:Strong communication and interpersonal skills.Quick decision-making ability under pressure.Client handling and relationship-building skills.Analytical mind-set with attention to detail.Good knowledge of stock markets and trading regulations.Ability to multitask in a fast-paced environment.Perks and Benefits:Competitive salary and performance-based incentives.Training and certification support.Fast-track career growth in capital markets.How to Apply: Interested candidates can email their updated resume to hrd@hmatrading.in with the subject line: Application for Equity Dealer Noida Sector 63 CALL AT: 9625066561Looking forward to connect with you soon, All the best!!
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Jobs by Related Category

Chief Finance Officer

Wingexcel services

  • 20 - 30 yrs
  • 25.0 Lac/Yr
  • Delhi
Financial Planning Strategic Planning Finance Banking Finance Finance Auditing Financial Reporting Investment Banking Corporate Finance
Hiring For Chartered Accountantlocation - Delhi Company Profile - Manufacturing BeveragesSalary - Upto 24LPAShould have 20+ years Should have excellent command over Finance Profile Qualification CA Or CSCall at - 9910067053
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Wealth Manager

Pro Bulls Capital

  • 0 - 6 yrs
  • 20.0 Lac/Yr
  • Nehru Place Delhi
Investment Planning Equity Research Banking
ROLEThis person will be in charge of driving new business through calling clients who are lookinginvestments. This individual will be responsible for processing new leads through the systemand thoroughly checking them for duplications, contacting the clients, inputting notes andworking the system process correctly and diarising callbacks. This will be done by workingfrom CRM and will entail spending majority of the working day taking incoming calls fromclients and making a large amount of outbound calls so an excellent telephone manner isessential.The Sales Consultant will need to manage their own pipeline of callbacks and work themeffectively to ensure we are getting as many client meetings .
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Manager-Debt Syndication For Finance Company in Sec-26 Gurgaon

Capital Placement Services

  • 1 - 3 yrs
  • 5.0 Lac/Yr
  • Gurgaon
Financial Advisory Corporate Clients Investment Advisory Business Development Debt Syndication Financial Analysis ECB Debt Restructuring Project Finance Manager Financial Planning Term Loan Walk in
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
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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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Financial Planning Analyst

Trpw Strategic Partners

  • 4 - 6 yrs
  • Gurgaon
Financial Planning Investment Banking Finance Budgeting Variance Analysis Financial Reporting Microsoft Excel Accountant Analyst Accounts CA INTER CA CMA CPT Work From Home Walk in
The requirement is further summarized as follows: Preparation of Annual Budget and Monthly/Quarterly Forecasts Analysis of monthly actual financials with budget/forecasts Variance analysis and explanations An updated forecast with risks and opportunities to the current plan Key Performance Indicators (KPIs) analysis Understanding of GAAP and Enterprise set of books. Other General Accounting Matters
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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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Portfolio Manager - Stock Broking Industry

Shivay HR Consulting

  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.
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Manager-Debt Syndication For Finance Company in Sec-26 Gurgaon

Capital Placement Services

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Gurgaon
Business Development Corporate Clients Financial Advisory Investment Advisory Financial Planning Financial Analysis CMA Debt Syndication Corporate Finance Project Finance Debt Restructuring ECB Term Loan Walk in
Advise 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 requirementEnsure continuous Business pipeline through new client acquisition and build robust business pipeline within Delhi/NCR
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Manager-Debt Syndication For Finance Company in Sec-26 Gurgaon

Capital Placement Services

  • 1 - 3 yrs
  • 3.3 Lac/Yr
  • Gurgaon
Financial Advisory Corporate Clients Investment Advisory Project Finance Financial Analysis Business Finance Financial Planning Term Loan ECB CMA Walk in
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
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