1,331 Financial Advisor Jobs

As a Finance Advisor (Education Loan) at our company located in Sector 126, Noida, Uttar Pradesh 201313, your role is crucial in identifying and developing strategic relationships with potential students who require a loan. Your responsibilities include: - Developing a strong pipeline of new students through direct or indirect customer contact and prospecting. - Analyzing the financial status of borrowers. - Monitoring and analyzing the pipeline to review performance and optimize accordingly to ensure objectives are met. - Maintaining strong follow-ups and conducting regular feedback calls. - Creating lead engagement plans and strategies. - Researching details related to each offering and updating them in a timely manner. To be successful in this role, you should meet the following requirements: - Bachelor's degree in any field or a related field. - 6 months to 5 years of experience in the financial industry, fintech, or study abroad sector is preferred. - Demonstrable network in outbound student remittance market, student consultant, exchange companies, etc. - Consistent performance in sales environment, either in AD2 or sales profiles. - Proficiency in the use of MS Office, Excel, and Power Point. - Positive attitude, flexible nature, and ability to thrive in a fast-paced, constantly changing environment. - Ability to work flexible hours. - Knowledge of forex, outward remittance, and the markets is desirable. - Analytical strength and willingness to learn. This position offers a challenging yet rewarding opportunity to make a significant impact in the education loan sector.,

You are invited to join Soba Infosec Group, a dynamic organization in the Mutual Fund Industry, known for its low attrition rate and commitment to personal and professional development. We value new ideas and initiative, fostering a culture that encourages leadership qualities and upskilling through internal and casual workshops. **Key Responsibilities:** - Build, develop, and enhance relationships across Family Offices, Small and Mid-size companies, Ultra HNI, and Professionals - Advise HNI/ corporate clients on various Mutual Fund and other Financial products - Acquire new clients in the HNI, Small, and midsize companies segment - Follow up with existing clients on current investments and provide portfolio advice - Resolve client queries related to transactions and investments - Prepare various types of MIS for reporting purposes on a monthly basis as per client requirements **Qualifications Required:** - Fresh Graduates OR 2-3 years of relevant Work Experience - Good interpersonal skills - Ability to multitask, prioritize, and manage time effectively - Able to work independently and as a team player - Knowledge of Mutual Funds - NISM Series V-A certified - Proficiency in MS Office, particularly Excel and Powerpoint - Comfortable using technology If you are a Graduate or Postgraduate in Business/Finance/Marketing with a passion for building relationships and providing financial advice, we welcome you to apply for this exciting opportunity. *What's it like to work at Soba Infosec Group * - Mentoring - Support for upskilling and growth - Family-like environment - Encouragement to take initiatives - Birthday treats,

As a Qualified Wealth Manager at deVere, you will be part of a sustainable, rewarding, and award-winning company that strives to make a difference in our clients" lives and financial well-being. Our CEO, Nigel Green, believes in providing continuous career support and training to drive your career aspirations. Key Responsibilities: - Build and develop a bank of wealth management clients (B2C only). - Manage and support a portfolio of clients, building strong and trusting relationships with a personalized advisory approach. - Build continuous AUM (assets under management) by identifying current personal financial needs and discovering other financial opportunities. - Conduct in-depth reviews to identify personal and financial needs of clients and deliver tailored wealth management. - Analyze markets globally and the client's situation to provide individualized advice on personal wealth across various products and services. - Advise on a full range of products and services, including Lump Sum Investments, Fixed-Income Products, Global Funds, Regular Savings Plans, and more. - Stay informed and compliant with all relevant legislative, financial, procedural, and quality requirements. - Perform general administrative duties as required by the role. Qualifications Required: - Certified Wealth Management or Financial Planning qualification. - A pre-existing, transferable client book of NRI and/or HNI. - Service-focused with strong numerical and analytical skills, attention to detail, and a proven sales track record in private advisory wealth management. - Previous experience in managing high net worth clients is desirable. - Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is advantageous. - Trustworthy, financially sound, professional team player with an instinct to deliver top-quality service. - Ambitious, driven by targets, and hungry for success.,

As a Relationship Manager - Financial Advisor at our fast-growing firm, you will be redefining financial relationships with trust, insight, and strategy. Your responsibilities will include: - Proactively reaching out to potential clients. - Setting up and leading impactful in-person meetings. - Offering personalized investment advice to HNI clients. - Building long-term partnerships grounded in value. We are seeking individuals with 1-6 years of experience in wealth management or client advisory, strong product knowledge, and people skills. A client-first, growth-oriented mindset is essential. Attractive compensation of 38 LPA is offered based on experience and performance. If you are someone who knows how to talk money without sounding like a spreadsheet and are looking to lead with purpose and drive, we invite you to apply and grow with us.,

As a Senior Financial Advisor at Equisense Research, your main responsibility will be to drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting the company's services. This role is suitable for experienced candidates, and the salary offered will be based on your experience. Key Responsibilities: - Identify and approach potential clients, and present and demonstrate services to them for client acquisition. - Develop strong client relationships by offering personalized advice for relationship building. - Achieve and surpass sales goals, and collaborate on business expansion strategies for meeting sales targets. - Stay updated on market trends and competitors through market research, and use insights to enhance service positioning. - Address client inquiries and concerns promptly to ensure client satisfaction for client engagement. - Maintain records of sales activities and generate performance reports for sales reporting. Qualifications: - Education: Graduate in a relevant field. - Experience: Open to candidates with proven sales experience, preferably in financial services. - Certification: NISM 10A-10B, RA, Investment Advisor (preferred). Join Equisense Research to work with a dynamic team in the financial sector and build lasting client relationships. Please note that this role is full-time and permanent, with the salary varying based on experience. The work location is in person at Indore, and immediate joining is required. Experience in financial sales is preferred, and the work schedule is during the day shift. If you meet the above qualifications and are comfortable commuting to the job location in Indore, please apply.,

Role Overview: As an Equity Dealer at Stock Market With Banker in Ahmedabad, you will be responsible for trading equities, managing stock market transactions, and providing financial investment guidance to clients. This is a full-time on-site role where your expertise in stock market and trading skills will be utilized to ensure healthy returns for our customers. Your role will involve strategic decision-making based on market research and analysis to optimize portfolio performance. Key Responsibilities: - Execute equity trades efficiently and accurately - Manage stock market transactions and orders - Provide expert financial investment guidance to clients - Analyze market trends and recommend investment strategies - Monitor portfolio performance and make necessary adjustments - Stay updated with market news and developments - Ensure compliance with regulatory requirements Qualification Required: - Proficiency in stock market and trading skills - Sound knowledge of equities and investments - Expertise in finance and financial markets - Prior experience in stock market transactions - Strong analytical and problem-solving abilities - Excellent communication and interpersonal skills - Bachelor's degree in Finance, Economics, Business, or a related field Company Description: Stock Market With Banker is a leading share market advisory company in Ahmedabad, with over 35 years of industry experience and the trust of more than 40 lakh customers. We offer a wide range of stock market investment services, including trading in intraday stocks, mutual funds, IPOs, and more. Our team of expert advisors utilizes a strategic, research-driven approach to manage portfolios and ensure healthy returns for our clients.,

As a stock market experienced candidate, you will have the opportunity to join our team in Vijay Nagar, Indore. We welcome both experienced individuals and freshers to apply for this full-time position. **Role Overview:** - The role involves working in the stock market domain, utilizing your expertise to contribute to our team's success. **Key Responsibilities:** - Implementing trading strategies effectively. - Conducting market analysis and research. - Managing investment portfolios. - Providing timely updates on market trends. - Executing trades accurately and efficiently. **Qualifications Required:** - Prior experience in stock market trading. - Strong analytical and decision-making skills. - Knowledge of market trends and financial instruments. - Ability to work well under pressure and meet deadlines. Kindly note that the salary for this position will be based on your last salary, with the opportunity for a hike. Additionally, the company offers a flexible schedule and the work location is in person. For more details or to apply for this role, please contact 6264726559.,

Role Overview: As a Financial Advisory professional, your role will involve developing a deep understanding of the Finance philosophy, approach, and suite of services to align client needs with tailored financial solutions. Your responsibilities will include: Key Responsibilities: - Conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position - Monitoring the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy - Verifying, cross-checking, and validating all financial plans to ensure they are comprehensive, realistic, and compliant - Executing client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction - Creating and delivering timely reminders and communications to encourage clients to take recommended financial actions - Ensuring adherence to internal quality standards and maintaining compliance with all regulatory and safety requirements Qualifications Required: - Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights - Collaborative mindset with a focus on achieving results through teamwork and client-centric execution - Structured and methodical approach to thinking and execution with strong attention to detail - Comfortable working in agile, fast-paced environments with adaptability to shifting priorities,

Role Overview: You will be responsible for gaining a deep understanding of the clients" business objectives and challenges and creating strategic recommendations based on this understanding. Good knowledge of mutual funds is mandatory for this position. Your main role will be to act as the main point of contact for our clients. Key Responsibilities: - Mutual funds advisory (sales) - Prospect for new sales leads and close sales Qualifications: - 1-7 years of work experience with mutual funds - Strong communication and interpersonal skills Additional Details: The compensation offered for this position is 25,000-37,000 in-hand. The job type is Full-time. Only candidates with prior work experience in Mutual Funds will be considered. Benefits: - Cell phone reimbursement - Commuter assistance - Health insurance - Leave encashment - Life insurance - Paid time off Work Location: You will be required to work in person at Sector 3, Noida.,

You will be responsible for creating and delivering high-quality presentations, interacting with clients and stakeholders, and providing exceptional support to the team. Your role will require blending technical expertise with strong communication abilities to enhance business operations and client engagement. - Design and deliver presentations - Communicate with clients and stakeholders - Create content - Collaborate with the team - Maintain brand consistency - Conduct client meetings and presentations - Prepare reports and analysis Qualifications Required: - Advanced proficiency in PowerPoint - Exceptional English communication skills,

You will be responsible for financial modeling, financial analysis, valuation, and risk analysis of greenfield and M&A transactions in the AMEA region. Your key responsibilities will include: - Preparation of financial models and valuation of projects in compliance with investment guidelines, modeling standards, and methodology. - Conducting financial analyses or reviewing and/or auditing financial models. - Assisting with the structuring and execution of financing plans for new projects. - Preparation of accounting and tax impacts of transactions in financial models (with support from relevant expertise centers and/or external consultants). - Assisting with analysis on risk allocation, bankability issues, optimization & tax structuring. - Contributing to the monitoring and/or review of internal methods for the AIFA team and ensuring adherence with methods set or shared with Global AIFA. - Proposing enhancements to financial modeling related/analytical methods. Qualifications and Experience required: - Finance/Economics based degree or a professional qualification such as CFA, CIMA, ACA, ACCA (or equivalent) or other (engineer). - 2 to 8 years of relevant experience as a Financial Analyst/Advisor, preferably within a sponsor-side AIFA/Project Finance team, Bank, Financial Advisory firm, or accounting/Fiscal Advisory firm. - Proven experience in financial modeling and proficiency in Excel, including writing basic Macros. - Proficiency and knowledge of Financial Valuation methodology. You should have the following specific knowledge/skills: - Strong and proven analytical skills, including proficient financial modeling. - Good understanding of accounting topics and tax structuring. - Good understanding of energy business and risk allocation frameworks. - Exposure to renewable and conventional energy business in India, Middle East, Africa would be an advantage. - Planning ability and capacity to deliver on plans and work independently. Location: - Primary Location: Pune or Mumbai - Open to Travel as per job requirement (not extensive),

As a Financial Cost Controller with over 6 years of experience, you will be responsible for interacting, engaging, and influencing senior business leaders. Your role will involve annual financial planning, forecasting, and monthly close/variance analysis. You should have a strong knowledge of SAP and financial reporting structures. Your attention to detail and ability to coordinate across different geographies will be essential in managing multiple functions simultaneously. Your key responsibilities will include: - Formulating annual operating plans and forecasts in collaboration with business and finance leaders - Demonstrating a deep understanding of underlying business drivers to help achieve strategic business vision - Advising business leaders on reaching their targets - Ensuring minimal variance to annual operating plans and forecasts, with thorough explanations for any variances - Conducting regular financial reviews with business and finance leaders - Being a team player, troubleshooter, and consensus-builder - Utilizing excellent verbal and written communication skills - Thriving in ambiguity and embracing change - Aggregating large volumes of data to provide valuable analysis for management insights - Delivering presentations effectively - Demonstrating proactive and self-driven behavior in a dynamic work environment The qualifications for this role include: - Minimum of 6 years of relevant experience or equivalent combination of education and work experience - Undergraduate degree or postgraduate degree preferred, with 2-4 years of relevant experience - SAP experience is required As a part of the role, you will work closely with business and finance leaders to drive strategic financial decisions and ensure the company's financial goals are met.,

As a Financial Cost Controller with over 5 years of experience, you will be responsible for annual financial planning, forecasting, and monthly close/variance analysis. Your role will involve interacting with and influencing senior business leaders, utilizing your knowledge of SAP and financial reporting structures to make data-driven decisions. You must be hands-on, detail-oriented, and possess strong coordination skills to work effectively across different geographies. Additionally, you should be capable of managing multiple functions simultaneously. **Key Responsibilities:** - Oversee financial cost control processes - Lead annual financial planning and forecasting activities - Conduct monthly close and variance analysis - Interact and engage with senior business leaders to provide financial insights - Utilize SAP and financial reporting structures for effective decision-making - Coordinate activities across different geographies to ensure financial control - Manage multiple functions concurrently **Qualifications Required:** - Minimum of 5 years of experience in financial cost controlling - Proficiency in SAP and financial reporting - Strong analytical and problem-solving skills - Excellent communication and interpersonal abilities - Detail-oriented with the ability to manage multiple tasks simultaneously,

As a Advisor, Financial Analysis Risk Intelligence Analytics on the Software Engineer-IT Team in Bangalore at Dell Technologies, you will have the opportunity to contribute to the Risk Intelligence Analytics team by providing risk-based insights and business value through data analytics and visualization. Here's what you will achieve in this role: - Design, develop, and maintain automation solutions using Automation Anywhere and other automation tools to benefit different areas of Finance. - Utilize excellent analytical, problem-solving, and debugging skills to quickly learn and comprehend business processes and develop technical solutions. - Analyze complex data and effectively communicate resulting insights. Experience with data quality checks and understanding of relational database structures and BI tools. - Strong capability with SQL and willingness to become an expert in building queries and manipulating data. Interest in statistical programming, including R. - Handle ambiguity effectively, work in multi-disciplinary teams, and have a can-do attitude with a strong desire to learn and develop. - Train, coach, and develop new and current team members. Qualifications required for this role: Essential Requirements: - Automation Anywhere 360 experience with Robotic implementations and knowledge of end-to-end application architecture. - Bachelor's degree in an IT-related discipline or equivalent experience with 6 to 8 years of experience. - Ability to drive the Software Development Life Cycle (SDLC) and develop proof of concepts for new programs. - Strong SQL/PLSQL, SSIS, Teradata experience in Business Intelligence solutions. Desirable Requirements: - Excellent communication, problem-solving, and troubleshooting skills. - Audit automation and Fortune 500 company experience are considered a plus. Dell Technologies is committed to providing equal employment opportunities and a work environment free of discrimination and harassment. If you are looking for an opportunity to work with advanced technology and grow your career, join us to build a future that works for everyone. Application closing date: 7 November 2025,

As a Financial Advisor at our company, you will be based in Indore and play a crucial role in assisting individuals in attaining financial independence. Your responsibilities will include financial planning, financial reporting, utilizing analytical skills, and communicating effectively with clients. Key Responsibilities: - Conduct financial planning to help clients achieve financial freedom - Utilize analytical skills to evaluate financial data - Prepare and present financial reports to clients - Communicate with clients to understand their financial goals and provide suitable recommendations - Work independently and collaboratively as part of a team to deliver exceptional service Qualifications: - Proficiency in Financial Planning and Finance - Excellent Analytical Skills in evaluating financial data - Experience in Financial Reporting - Strong Communication skills to interact effectively with clients - Ability to work independently and as part of a team - Bachelor's degree in Finance, Economics, or related field is preferred - Relevant certifications in Finance or Financial Planning are a plus,

Job Description: As a BFSI - Agency Partner / Financial Planning Advisor at loadncode in Pune - PCMC, you will be part of a contract hybrid position that offers flexibility for remote work. Your primary responsibilities will revolve around financial planning, LA / LI Agency partnerships, recruitment, and advisory services. This role not only provides varied day-to-day tasks but also brings forth a direct employment and career opportunity with BFSI Giants in the industry. Key Responsibilities: - Conduct daily meetings and calls, and ensure timely updates to customers on financial products. - Manage KPI/KRA effectively to drive performance. - Utilize previous experience in cold calling and marketing BFSI products to your advantage. - Welcome individuals with prior experience as a LIA with IR 38. Qualification Required: - Knowledge of IRDA, RBI, SEBI regulatory guidelines. - Basic graduation in any sector and a minimum of 15+ years of experience in any industry. - Financial planning expertise, strong communication skills, and understanding of the BFSI sector. - Experience in agency partnerships. - Certifications in financial planning or related fields such as IR38, NSE, etc., will be considered a plus.,

As a Wealth Management / Mutual Fund professional at mNivesh, you will play a crucial role in simplifying investments and guiding individuals towards smart financial decisions. Your expertise in mutual funds, investment products, and financial planning, along with valid NISM XA & XB certifications, will be instrumental in helping clients achieve their financial goals. Key Responsibilities: - Understand clients" financial goals and recommend suitable mutual fund investment options. - Develop and maintain strong client relationships to ensure long-term engagement. - Conduct regular portfolio reviews and provide updates on market trends. - Assist clients with transactions, redemptions, and SIP setups. - Work closely with the internal team to achieve business targets. - Maintain up-to-date knowledge of mutual fund products, SEBI guidelines, and compliance norms. Qualifications Required: - Graduate with NISM XA & XB Certification. Desired Candidate Profile: - NISM XA & XB certified (mandatory). - Good understanding of mutual fund concepts and financial markets. - Excellent communication and interpersonal skills. - Self-motivated and target-oriented. - Freshers and candidates with up to 3 years of experience are welcome to apply. At mNivesh, you can look forward to attractive incentives, growth opportunities, professional learning and development support, and a dynamic, collaborative work environment. If you are passionate about simplifying investments and making wealth creation accessible through expert advisory and innovative platforms, we encourage you to share your updated resume at vipul@niveshonline.com or contact 9910049264 for more details.,

As a Financial Controller, you will be responsible for overseeing financial revenue and cost controlling processes. Your role will involve annual financial planning, forecasting, monthly close/variance analysis, cost control, and margin improvement. Your ability to interact with and influence senior business leaders will be crucial, along with your knowledge of SAP and financial reporting structures. Additionally, you should be adept at managing multiple functions simultaneously. - Formulating annual operating plans and forecasts for various accounts in collaboration with business and finance leaders. - Having a deep understanding of underlying business drivers and helping business/finance leaders achieve strategic business objectives. - Advising business leaders on reaching their targets, ensuring minimal variances to the operating plan, and providing thorough explanations for all variances. - Conducting regular financial reviews with business and finance leaders. - Being a team player, troubleshooter, and consensus-builder. You should possess the following qualifications: - Minimum 7-10 years of financial revenue and cost controlling experience. - Proficiency in annual financial planning, forecasting, monthly close/variance, cost control, and margin improvement. - Ability to interact, engage, and influence senior business leaders. - Knowledge of SAP and financial reporting structures. - Strong multitasking skills and the capacity to manage multiple functions simultaneously.,

As a Sales Advisor for Financial Products, your role will involve identifying and generating new sales leads through various tactics such as networking, cold calling, and other sales strategies. You will be responsible for meeting or exceeding set sales goals and quotas regularly. It is essential to stay informed about industry trends, competitor products, and market conditions to tailor your sales approach effectively. Keeping up-to-date with sales strategies, market trends, and industry developments will be crucial in developing and implementing sales plans to achieve the company's short-term and long-term sales objectives. Your qualifications for this role include a mandatory Bachelor's degree and a minimum of 1 year of experience in sales. You should possess excellent sales and negotiation skills, be results-oriented, target-driven, and have a good understanding of financial products and services. In addition to the base salary ranging from 20,000.00 to 30,000.00 per month, you will be eligible for incentives based on your performance. The working hours are from 8:30 AM to 5:30 PM, six days a week at various locations including Kottayam-Ettumannur Branch, Kuravilangadu, Kozhancherry Branch, Konny Branch, Changanacherry, Alapuzha, Kottayam-K K Road, Pathanamthitta, Kattappana, Kanjirapally, Pala, Thiruvalla, Erattupetta, Kaduthuruthy, Mallappally, and Kottayam-Nagampadom. As part of the benefits package, you will have access to health insurance and a Provident Fund. The job types available for this position are Full-time, Permanent, and Fresher candidates are also welcome to apply. Qualifications Required: - Bachelor's Degree - Minimum 1 year of experience in sales - Excellent sales and negotiation skills - Results-oriented and target-driven - Good understanding of financial products and services Company Details: The company requires a Sales Advisor for Financial Products at various locations in Kottayam and surrounding areas. The work location is in person, and the role involves 75% travel, making it preferred for candidates who are willing to travel.,

As a Financial Product Advisor / Investment Executive, your role involves a mix of sales, business development, client advisory, relationship management, compliance, documentation, reporting, and meeting sales targets. Here is a breakdown of your key responsibilities: - **Sales & Business Development**: - Identify potential clients through cold calling, networking, and referrals. - Pitch and sell various financial products such as life insurance, mutual funds, SIPs, IPOs, etc. - Assist clients in opening Demat accounts and guide them through the KYC process. - **Client Advisory & Relationship Management**: - Provide personalized financial advice based on clients' investment goals, risk appetite, and time horizon. - Maintain strong relationships with clients by conducting regular follow-ups and portfolio reviews. - Ensure excellent customer service and address any queries related to financial products. - **Compliance & Documentation**: - Ensure the accuracy and completeness of all transaction-related documentation. - Adhere to regulatory guidelines and company policies governing financial services. - Stay updated on new product offerings, market trends, and SEBI/IRDAI guidelines. - **Reporting & Targets**: - Achieve monthly and quarterly sales targets. - Maintain detailed reports on calls, meetings, leads, and conversions. - Report performance metrics to your team leader/manager. In addition to your responsibilities, you are expected to have the following key skills and competencies: - Basic understanding of financial products like insurance, mutual funds, and SIPs. - Strong communication and persuasion skills. - Client-centric approach with a problem-solving mindset. - Sales-oriented attitude coupled with a willingness to learn. - Proficiency in MS Office and basic financial tools. Regarding eligibility criteria, you should: - Hold a minimum qualification of a graduate in any stream. - Have at least 2 years of relevant experience (Freshers with a keen interest in finance are also encouraged to apply). - Possess certifications such as NISM Mutual Fund/IRDA License (preferred) or be willing to obtain them post joining. This Full-time position is based in Sector 75, Mohali, and requires you to work in person. As a Financial Product Advisor / Investment Executive, your role involves a mix of sales, business development, client advisory, relationship management, compliance, documentation, reporting, and meeting sales targets. Here is a breakdown of your key responsibilities: - **Sales & Business Development**: - Identify potential clients through cold calling, networking, and referrals. - Pitch and sell various financial products such as life insurance, mutual funds, SIPs, IPOs, etc. - Assist clients in opening Demat accounts and guide them through the KYC process. - **Client Advisory & Relationship Management**: - Provide personalized financial advice based on clients' investment goals, risk appetite, and time horizon. - Maintain strong relationships with clients by conducting regular follow-ups and portfolio reviews. - Ensure excellent customer service and address any queries related to financial products. - **Compliance & Documentation**: - Ensure the accuracy and completeness of all transaction-related documentation. - Adhere to regulatory guidelines and company policies governing financial services. - Stay updated on new product offerings, market trends, and SEBI/IRDAI guidelines. - **Reporting & Targets**: - Achieve monthly and quarterly sales targets. - Maintain detailed reports on calls, meetings, leads, and conversions. - Report performance metrics to your team leader/manager. In addition to your responsibilities, you are expected to have the following key skills and competencies: - Basic understanding of financial products like insurance, mutual funds, and SIPs. - Strong communication and persuasion skills. - Client-centric approach with a problem-solving mindset. - Sales-oriented attitude coupled with a willingness to learn. - Proficiency in MS Office and basic financial tools. Regarding eligibility criteria, you should: - Hold a minimum qualification of a graduate in any stream. - Have at least 2 years of relevant experience (Freshers with a keen interest in finance are also encouraged to apply). - Possess certifications such as NISM Mutual Fund/IRDA License (preferred) or be willing to obtain them post joining. This Full-time position is based in Sector 75, Mohali, and requires you to work in person.