Financial Advisor

Nayonika Shares & Trading Hub Private Limited; Jaipur; On-site; INR 10,000 - 15,000; Full time

Job summary

Nayonika Shares & Trading Hub Private Limited in Jaipur is seeking a Financial Advisor to provide trade and investment advisory services to assigned clients and to cross-sell the full range of investment products. The role includes market updates, risk assessment, and tailored recommendations.

Responsibilities include client acquisition, wealth management, and performance-driven outreach. Freshers welcome; probationary period with structured assessments and minimum tenure expectations are

Qualifications

• Sound knowledge of finance and accounting concepts.
• Freshers may apply; candidates with up to 6 months of relevant experience will be considered.
• Proficiency in MS Excel and basic reporting tools is expected.

Responsibilities

• Execute trades and inform clients at each step.
• Develop new business through referrals and client engagement.
• Wealth management and portfolio optimization for clients.
• Provide tailored investment recommendations based on research.

Skills

Financial knowledge

Client communication

Business development

Education

Freshers welcome

Tools

MS Excel

CRM tools

Job description

NSTH, a business associate of Motilal Oswal Financial Services Ltd., is a growing financial services firm dedicated to empowering clients with smart investment solutions. Our offerings include Private Equity, Derivatives, Mutual Funds, US Equity, Bonds, Fixed Deposits, IPOs, and Insurance. With trust and performance at our core, we help clients achieve their financial goals while building lasting relationships.

Job Brief

The Financial Advisor will provide trade and investment advisory services to assigned clients, including guidance on the risks associated with specific trades. The role involves keeping clients informed of market developments that may impact their portfolios, and cross-selling the company's full range of investment products.

Key Responsibilities

• Executing trades on behalf of clients and keeping them informed at every step.
• Business Development – identifying and securing new business opportunities through strategic partnerships like Referral Associates (RA), booth QR codes, and client engagement.
• Wealth Management – maximizing client wealth through investment planning, risk assessment, and portfolio optimization.
• Investment Advisory – providing tailored investment recommendations based on market research and financial analysis.
• Marketing – promoting financial products through targeted campaigns, and event participation.
• Brand Building – enhancing company visibility and reputation through networking.
• Financial Forecasting, Reporting & Analysis – analyzing financial data to identify trends, prepare reports, and support decision-making.
• Market Research – conducting industry and competitor analysis to refine investment strategies.
• Client Acquisition – sourcing new clients through referrals, cold calling, events, and market visits.
• Working in a result-oriented manner to consistently achieve assigned business targets.

Performance Goals & Expectations

• Generating broking revenue through advisory and dealing services.
• Hyper-activating existing active clients and re-activating inactive clients.
• Cross-selling other products to clients, such as IAP, TGS, Mutual Funds, PMS, and Insurance.
• Acquiring new clients through referrals, cold calling, events, and market visits.Training clients on company tools, including the mobile app and web platforms.
• Maintaining consistent client engagement, tracked through talk time and meetings.
• Managing RMS (risk management system) processes and payment follow-ups.
• Resolving client queries promptly and effectively.
• Continuously upgrading skills through training sessions, assessments, and self-study.

Mandatory Practices

• Attend morning meetings.
• Attend company training programs.
• Appear for daily and weekly assessments, and monthly viva evaluations.
• Consistently follow all processes and procedures laid down by the company.

Qualifications & Skills Required

• Sound knowledge of finance and accounting.
• Freshers are welcome to apply; candidates with up to 6 months of relevant experience will also be considered.
• Working proficiency in MS Excel and other basic reporting and tracking tools.

Location Preference

This role is based in Vaishali Nagar, Jaipur. Candidates residing in or near Vaishali Nagar, Jaipur will be preferred for ease of commute and faster onboarding.

Employment Terms

Number of Openings: 2

Probation Period: 6 months from the date of joining.

Compensation

• Freshers (during probation): ₹10,000–15,000 per month stipend for the first 6 months.
• Freshers (post-confirmation): ₹2.4 LPA, effective after successful completion of the 6-month probation period.

Service Commitment: Candidates are expected to commit to a minimum tenure of 2 years with the organization.