Financial Planning Analyst/Advisory Delhi Ncr

2 weeks ago


Delhi NCR New Delhi Noida, India Careernet Full time US$ 50,000 - US$ 1,00,000 per year

The candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients.

Role & responsibilities

  1. Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.).
  2. Create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business
  3. Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors

Preferred candidate profile

  • Excellent communication skills & Financial Planning concepts.
  • Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement service. Experience of interacting with advisors or U.S business partners will be preferred
  • Candidate should be flexible to work in US Shift (8pm-4:30am)

Perks and benefits

  • 5 Days
  • Sat- Sun off
  • Both Side Cabs

To apply share your cv at

or Call/ Whatsapp @ Chhavi on



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