About Us:
We are a growing financial advisory firm focused on delivering comprehensive wealth management, investment planning, and financial solutions to individuals and businesses. Our mission is to provide honest, research-backed advice that helps clients build and protect their wealth.
Key Responsibilities:
- Assist clients in planning and managing their investments across various financial products like Mutual Funds, Insurance, Bonds, etc.
- Prepare financial plans, reports, and presentations for client meetings.
- Support senior advisors in research, client communication, and documentation.
- Maintain client records, transaction data, and compliance files.
- Track market trends and product performance; assist in investment reviews.
- Coordinate with AMCs, insurers, and third-party providers for execution and servicing.
Skills & Requirements:
- Graduate in Finance, Commerce, or related fields (MBA/CFP/NISM certification is a plus).
- Strong communication and interpersonal skills.
- Good knowledge of financial products, markets, and tax concepts.
- Proficiency in MS Excel, Word, and financial planning tools.
- Attention to detail and ability to manage multiple tasks.
What We Offer:
- Opportunity to grow with a dynamic and ethical advisory practice.
- Client-facing exposure and mentorship from senior advisors.
- Learning environment with access to industry tools and knowledge.
- Competitive compensation and incentives.
Job Types: Full-time, Permanent, Fresher
Pay: ₹10,000.00 - ₹30,000.00 per month
Benefits:
- Leave encashment
- Paid sick time
- Paid time off
Work Location: In person
