Financial Advisor
15 hours ago
Job Description Role : Financial Advisor Must CA Intermediate Payroll : Upgrad Job Locations: Bangalore, Hyderabad, Chennai, Pune, Mumbai 3LPA 5 days work from office Should a Own Laptop We are seeking enthusiastic freshers with a background in CA Inter or CMA (not completed CA) to join as Financial Analysts. This role is ideal for candidates who want to build their careers in financial reporting and investment operations while gaining exposure to financial instruments such as equities, fixed income, and derivatives. Key Responsibilities - Assist in preparing and analyzing financial reports. - Support accounting and reporting functions in line with global standards. - Perform reconciliations and basic variance analysis. - Gain hands-on exposure to financial instruments (equity, fixed income, derivatives). - Support internal controls, audit requirements, and process documentation. - Learn and contribute to month-end and quarter-end reporting processes. Required Skills & Qualifications - Education: CA Inter or CMA (mandatory). Candidates who have completed CA are not eligible. - Strong understanding of basic accounting concepts and financial reporting fundamentals. - Knowledge of financial instruments (Equity, Fixed Income, Derivatives). - Proficiency in MS Excel; exposure to tools like Bloomberg, Reuters, Oracle, or SAP is a plus. - Excellent analytical skills, attention to detail, and eagerness to learn. - Good communication and teamwork skills. What We Offer - Opportunity to start a career with a global financial services client. - Structured training and mentorship programs. - Hands-on experience in financial reporting and investment operations. - Competitive fresher compensation with benefits.
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Financial Advisor
4 days ago
India Soul AI Full timeJob Description Empower Clients with Financial Strategies as a Financial Advisor! About Us: Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we...
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Financial Advisor
1 week ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
4 weeks ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
4 days ago
india Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Financial Advisor
2 weeks ago
India Corenza Full timeRoles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...
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Financial Advisor
16 hours ago
Hyderabad, India upGrad Full timeRole : Financial Advisor Must CA Intermediate Payroll : Upgrad Job Locations: Bangalore, Hyderabad, Chennai, Pune, Mumbai 3LPA 5 days work from office Should a Own Laptop We are seeking enthusiastic freshers with a background in CA Inter or CMA (not completed CA) to join as Financial Analysts. This role is ideal for candidates who want to build their careers...
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Consultant- Engagement Financial Advisor
3 weeks ago
Hyderabad, India Deloitte Full timeJob Description Summary Position Summary National Office Consultant, Engagement Financial Advisor (EFA Consultant) Engagement Financial Advisors: Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control....
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PCG Advisor
2 weeks ago
India Motilal Oswal Financial Services Ltd Full timeJob Title: PCG Advisor Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. •...
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Financial Advisor
3 days ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
2 weeks ago
Hyderabad, Telangana, India SRI SWETHA ASSOCIATES Full timeTATA AIA COMPANY is recruiting Financial Advisors with flexible timing. People who are looking for second source of income, WFH, Freshers, Housewife and job holder's also can apply. Qualifications: minimum intermediate. Age: 18 years and above. Free online training, flexible timings, no age restrictions, zero investment. Interested people can come for...