Financial Advisory Analyst

Careernet

Hybrid Work
Location: Noida, New Delhi, Greater Noida
Salary ₹5 LPA to ₹7 LPA

Careernet is hiring Financial Advisory Analyst Support candidates for full time profile. This opening is for finance background candidates. The role includes client support investment research and financial advisory support work.

Contact: +91 8852831923
Email: Chhavi.goyal@careernet.in

Shift Timing

This profile follows US shift timing. Cab facility is available for night shift employees.

• Shift: 8:00 PM to 4:30 AM
• Both side cab facility
• Full time work

Job Work

Candidates will work with financial advisors and support client servicing activities. The role also includes meeting coordination paperwork and financial documentation support.

• Assist financial advisors
• Prepare financial plans
• Conduct investment research
• Handle trades and transactions
• Schedule client meetings
• Prepare meeting summaries
• Handle documentation work
• Track insurance applications
• Coordinate rollovers
• Support marketing events
• Maintain client files
• Help in social media updates

Skills Needed

The company wants candidates with finance knowledge and good attention to detail. MS Office understanding is important.

• Financial research
• Investment research
• Financial advisory basics
• MS Excel
• MS Word
• MS PowerPoint
• Communication skills
• Financial modelling basics
• Equity research understanding

Eligibility

Candidates with graduation or masters in finance can apply. Knowledge of financial products will be helpful.

• Graduate in finance
• Masters in finance
• Mutual fund understanding
• Insurance knowledge
• Retirement services knowledge
• Detail oriented mindset

Additional Information

Candidates should be ready for licensing certifications in future if required. The company also expects candidates to manage strict timelines properly.

• Willing for certifications
• Ready for US shift
• Timeline management
• High accuracy required

Selection Process

The hiring process will happen face to face.

• HR screening
• 2 business rounds
• Offer discussion

Interested candidates can contact directly through phone or email.

Contact: +91 8852831923
Email: Chhavi.goyal@careernet.in