Financial Analyst - NOIDA

Careernet; Dadri; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

5 days working

Sat-Sun off

Two-way cab

Job summary

Careernet in India is hiring for a Financial Analyst. You will assist advisors in servicing clients, prepare basic financial plans, conduct investment research, and complete trades and transactions.

You will also schedule and summarize client meetings, prepare agendas and follow-ups, and ensure new business paperwork is submitted with proper signatures and documentation. This role requires comfort with US shifts.

Qualifications

• 2 years of relevant experience in financial services.
• Excellent communication skills.
• Finance or MBA degree required.

Responsibilities

• Assist advisors in servicing clients, including preparing basic financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings, and provide necessary follow-up. Prepare and ensure new business paperwork submitted, including forms and signatures.

Skills

Excellent communication

Education

Finance Graduate

MBA Graduate

Job description

We are Hiring For Financial Analsyt

Role & responsibilities

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices.

Key Responsibilities

Assist advisors in servicing clients, including preparing basic financial plans, conducting investment research, and completing trades and transactions (money movement, new account opening, etc.) as described by the advisor.

Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings, and provide necessary follow-up. Prepare and ensure new business paperwork successfully submitted, which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office.

Preferred candidate profile

• 2 years of relevant experience.
• Excellent communication
• Finance Graduate / MBA Graduate
• Must be comfortable working US shifts

Perks and Benefits

• 5 days working
• Sat-Sun off
• Two-way cabs,