Financial|Investment Advising
- Category: Accountant Jobs
- Location: Mumbai, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 16K
- Published on: 2025/09/21
Designation: Financial/Investment Advising Selected intern's day-to-day responsibilities include: 1. Work as an investment advisor, helping retail clients build and manage a comprehensive financial plan 2. Perform risk profiling and financial capacity analysis, and develop a detailed plan for clients 3. Coordinate with other advisors for client meeting scheduling, execution of rendered advice, and smooth flow of the overall process 4. Create PowerPoint presentations for client session delivery Requirements & other information: 1. The role requires a sound understanding of capital markets (including mutual funds), macroeconomy, and other financial instruments like insurance, fixed deposits, loans, taxation, NPS, real estate, etc. 2. Good knowledge of MS Excel and MS PowerPoint 3. This is a full-time internship in the office, please apply only if you are interested to work from the office full-time Skill(s) required Accounting Financial Modeling MS-Excel MS-PowerPoint Who can apply Only those candidates can apply who: are available for full time (in-office) internship are from or open to relocate to Mumbai and neighboring cities have relevant skills and interests Perks Certificate Number of openings 1 Certificate: Will be provided at the end of the Internship More information about this Financial/Investment Advising JobPlease go through the below FAQs to get all answers related to the given Financial/Investment Advising jobWhat are the job requirements to apply for this Financial/Investment Advising job position? Ans: A candidate must have a minimum of fresher as an Financial/Investment Advising What is the qualification for this job? Ans: The candidate can be a Graduate from any of the following: B.Com, BA, Other Course What is the hiring Process of this job? Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.This Financial/Investment Advising is a work from home job? Ans: No ,its not a Work from Home Job. How many job vacancies are opening for the Financial/Investment Advising position? Ans: There are immediate 1 job openings for Financial/Investment Advising in our Organisation
Related jobs
-
Senior Associate Specialist | Financial Accounting
Want to be a part of our team? Directs and oversees compliance efforts with the preparation, review, submission and distribution of financial reports required by governmental and regulatory agencies, such as US SEC 10-Q, 10-K, 8-K. Responsibilities i...
-
Walk|in Drive 12th May US Evening Shift Accounts Payable
About Willis Towers Watson Our distinct, connected perspective across talent, assets and ideas unlocks potential for our clients. While many just look at mitigating the downside, we see how a unified approach to people and risk is a path to growth. P...
-
Tax Associate
We are a second generation CA firm providing varied services in matters of Income Tax, Goods and Service Tax Act, 2017 (GST Act), Companies Act, 2013, etc. We are looking for someone to fill the position of Tax and Accounts assistant who will assist ...