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New Delhi

Rashtrapati Bhavan

Darya Ganj

Job Title: MCX Gold & Silver Trader
Location: Daryaganj, New Delhi
Shift: Evening Shift

Job Summary
We are looking for a dedicated MCX Gold & Silver Trader who trades only in Gold & Silver commodities. The candidate must have strong experience in MCX trading, terminal operations, exchange costing, and holding costs. Both technical and non-technical (manual) trading experience is acceptable.
Key Responsibilities
•	Execute trades exclusively in MCX Gold & Silver.
•	Monitor live market movements, news, and price action.
•	Use trading terminals efficiently (ODIN, NOW, NEST, or similar).
•	Calculate and manage exchange costing, including:
o	Brokerage
o	Exchange charges
•	Manage holding costs, including:
o	Carry-forward / overnight charges
o	Margin requirements
o	Interest cost implications
•	Maintain proper trade logs and daily P&L records.
•	Follow risk management rules and company trading limits.
•	Coordinate with back-office for reconciliation and settlements.
Required Skills & Knowledge
•	Strong hands-on experience in MCX Gold & Silver only.
•	Full command over trading terminals.
•	Clear understanding of exchange costing structure.
•	Sound knowledge of holding cost / carry-forward charges.
•	Ability to work in evening shift as per MCX market hours.
•	Both technical traders and non-technical traders can apply.
•	High discipline and emotional control in trading.
Experience & Qualification
•	Minimum 5 years of experience in MCX Gold & Silver trading.
•	Any graduate (Finance/Commerce preferred).
•	NISM / NCFM certification is an added advantage (not mandatory).


BLB Ltd

Commodities Trader

Jantar Mantar

💼📈 Job Opening: Financial Service Associate
🏢 Company: Fincos Technology Solutions Private Limited
📍 Location: Statesman House, 148 Barakhamba Road, Connaught Place, New Delhi, Delhi
🌟 About the Company:
Fincos Technology Solutions Pvt. Ltd. is a Delhi-based financial advisory firm specializing in Portfolio Management Services (PMS), Investment Advisory, IPO & Fund Raising Consultancy, and Corporate Restructuring. The company focuses on customized investment solutions, HNI client acquisition, and growing AUM.
💡 About the Role:
We are looking for a result-oriented Financial Service Associate to acquire and manage HNI clients, promote PMS / AIF products, and provide professional wealth management solutions.
📌 Key Responsibilities:
🤝 Acquire & manage HNI / UHNI clients
📈 Sell PMS, AIF, Mutual Funds & Insurance products
💼 Provide customized wealth management solutions
📞 Client acquisition through meetings & references
📊 Support AUM growth & achieve sales targets
🤝 Build strong long-term client relationships
👤 Candidate Profile:
🎂 Age: 25-40 Years
👫 Gender: Male & Female (Both allowed)
🎓 Education: Graduate
🗣️ English: Intermediate English
⏳ Experience: Minimum 1Years
🕘 Shift: Day Shift (Full Time)
🧠 Required Skills:
💎 Wealth Management & Advisory
👥 HNI Client Handling
📊 Mutual Fund & Insurance Sales
📈 PMS / AIF Product Sales
🎯 Acquisition Marketing & Relationship Building
💰 Salary & Incentives:
💵 Fixed Salary: ₹30,000 – ₹75,000
🏆 Incentives: ₹25,000+ (Performance Based)
📞 Contact: FINCOS WEALTH
📱 Call / WhatsApp: 98704 08628


Fincos Technology Solutions Private Limited

Financial Service Associate

Sr. Associate III, Surgical Corporate AccountsKey Responsibilities:<ul><li>Manage government accounts within the defined territory, covering maintaining current business relationships and ensuring the achievement of financial targets.</li><li>Promoting and selling the products across multiple sales channels including selling directly to end-consumer or organizations; selling to resellers, distributers/dealer.</li><li>Drive year-over-year growth in the designated territory.</li><li>Support in implementing and evaluating Company’s strategy for the IOLs, equipment &amp; related accessories &amp; consumables in the government accounts.</li><li>Manage &amp; work in OR/OT to support customer &amp; promote our products.</li><li>Manage pre &amp; post sale product demonstration in OR/OT.</li><li>Manage complex sales cycle totally aligned with the procurement process outlined by the Purchasing arm of the Government Supplies.</li><li>Maintain a robust tender tracking mechanism and create opportunities &amp; daily field visit report on SFDC tool.</li><li>Keep an up-to-date list of current and upcoming government tenders in the respective territory.</li><li>Assist in preparing quotations, proposals, evaluate, and identify untapped Govt. accounts to increase market share.</li><li>Work closely with HOD/Surgeon/KOL, purchase/account dept and decision makers.</li><li>Establish effective relationships and collaborations with other cross-functional verticals – Marketing, Finance, Supply chain, legal and Regulatory etc.</li><li>Ensure that the AR/ OD is maintained to the desired lowest level and constant follow up is taken up to close any nonpayment issues.</li><li>Ensure that the Company compliance policy is understood and implemented.</li><li>Work closely with channel partner/ dealer and ensure to provide timely support, also evaluate dealer business on yearly basis. </li></ul>Education:<ul><li>Bachelors in Science /Engineering stream and Masters in Business Administration will be preferred.</li></ul>Relevant Experience:<ul><li>Minimum 10–12 years in the medical equipment industry.</li><li>At least 5–6 years of experience in Government business, with thorough knowledge of end-to-end tender processes.</li><li>Experience in Ophthalmology industry preferred.</li></ul>ATTENTION: Current Alcon Employee/Contingent WorkerIf you are currently an active employee/contingent worker at Alcon, please click the appropriate link below to apply on the Internal Career site.<a href="https://wd5.myworkday.com/alcon/d/inst/1422$3/rel-task/3001$14.htmld" rel="noopener noreferrer" target="_blank">Find Jobs for Employees</a><a href="https://wd5.myworkday.com/alcon/d/inst/1422$130/rel-task/3001$14.htmld" rel="noopener noreferrer" target="_blank">Find Jobs for Contingent Worker</a>  Alcon is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, gender identity, marital status, disability, or any other reason.<h4>Experience Level</h4>Mid Level

Alcon Laboratories India Pvt Ltd

Accounting Associate

Noida Sector 50

Position Title: Mutual Fund Sales Manager

Role Overview
We are seeking a dynamic and driven Mutual Fund Sales professional to join our team. The role involves promoting and selling mutual fund products to individual investors, HNIs, corporates, and channel partners, while ensuring excellent customer service and compliance with regulatory standards. The candidate will play a crucial role in building client relationships, achieving sales targets, and contributing to the growth of the organization’s Assets Under Management (AUM).
Key Responsibilities
• Business Development & Sales:
• Achieve monthly/quarterly mutual fund sales targets and drive AUM growth.
• Generate new business through direct clients, distributors, independent financial advisors (IFAs), banks, and other channel partners.
• Identify potential investors through cold calls, references, events, and networking.
• Client Engagement:
• Explain mutual fund products, risk-return profiles, and investment strategies to prospective investors.
• Provide personalized financial solutions based on client investment goals, risk appetite, and time horizon.
• Conduct investor education sessions, presentations, and seminars.
• Relationship Management:
• Maintain long-term relationships with existing investors and distributors.
• Resolve client queries and grievances promptly while ensuring a high level of customer satisfaction.
• Market Research & Analysis:
• Keep track of competitor strategies, market trends, and regulatory updates.
• Gather and share client feedback for product improvement and better client servicing.
• Compliance & Reporting:
• Ensure adherence to SEBI, AMFI, and company compliance guidelines.
• Submit MIS reports, pipeline updates, and sales forecasts regularly.


Portfolio Bazar Private Limited

Field Sales Executive

Star Mall Nh-48 Gurgaon

Job Description: Financial Analyst / Equity & Crypto Trading Specialist Location: Transcom, GGN Sec 30 Department: Customer Support (Finance & Investment) Role Type: Full-time Experience: At least 6 months of relevant exp is mandatory Education: Graduate &undergraduate both can apply Role Overview We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid knowledge of NISM compliance. This role involves market analysis, trade processing, and supporting investment clients with high-quality financial insights.
Clearance & Settlement / Trade Operations & Settlements  Execute and monitor equity, ETF, and crypto trades as per client or internal mandates.  Coordinate with exchanges, brokers, and custodians to ensure timely and accurate trade settlement.  Reconcile trades, positions, and funds, ensuring all breaks or mismatches are resolved promptly.  Monitor settlement cycles (T+1/T+2) and manage exceptions or pending trades.  Ensure all activities comply with NISM guidelines, regulatory requirements, and internal controls.  Maintain accurate records and reports for audit, compliance, and internal review.  Handle trade processing, trade settlements, and equity settlements across markets
Required Skills & Qualifications  Strong knowledge of stocks, ETFs, crypto markets, mutual funds, and wealth management.  Experience in trade settlements, equity settlement, and operational risk.  Familiarity with NISM certifications (e.g., Equity Derivatives, Mutual Funds).  Analytical mindset with strong Excel/financial modelling skills.  Understanding of taxation for equity and crypto transactions.  Excellent communication, problem-solving, and stakeholder management skills.  Prior experience in corporate actions, trade processing, or equity dealing.


Transcom

Financial Analyst

Pul Prahladpur

we are looking for full time or part time employee for our company. we are keen to grow with the companyi. Having skill set to sell the product and develop relation with the customer


Capital Trust

Sales and Marketing Manager

Noida Sector 16

Job description 
Job Title: Relationship manager/ Equity Dealer

Company: Motilal oswal Financial services (Authorised partner)
Location: Sector 3 Noida
Experience: Any

Job Responsibilities
	
•	Maintain long-term client relationships and regular follow-ups
	•	Provide equity and investment advice to clients
	•	Analyze stocks, market trends, and company fundamentals
	•	Assist clients in portfolio planning and risk management
	•	Generate revenue through client trading activity
	•	Ensure compliance with SEBI regulations and company policies
•	Acquire new client accounts and expand client base
Requirements
	•	Good communication and sales skills


Motilal Oswal Financial Services Limited

Equity Dealer

Sector 63, Noida

*PREMIUM STRATEGIES MARKETING MANAGEMENT PRIVATE LIMITED*

Profile: *Sales Executive*

- UAE based calling process 
- outbound calling process
- pitch clients regarding investment in the stock market 
- orientation and training will be provided to you regarding the stock market 
- training period is of 1 week 
- day shift 11am-8pm 
- 5 days working in a week (Monday to Friday)
- work from office 
- fluent in English and Hindi and additional language will be an advantage 


Qualifications and Experience:
-Min. 12th

 


Plus Unlimited Incentives and Commissions.

Interview - face to face 


One Success Marketing Management Private Limited

Sales & Marketing Executive

Senior Portfolio Investment Analyst LeadThe HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.Key Responsibilities<ul><li>Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</li><li>Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</li><li>Build and analyze investment portfolios tailored to HNWI clients.</li><li>Prepare detailed portfolio reports and client facing investment presentations.</li><li>Complete quarterly tasks to maintain the investment team’s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</li><li>Leverage Morningstar Direct and Preqin databases for research and analysis.</li><li>Collaborate with internal teams to ensure high levels of client satisfaction.</li><li>Monitor market trends and identify investment opportunities.</li><li>Maintain strong communication with internal teams and product partners.</li></ul>Required Qualifications<ul><li>Bachelor's Degree or equivalent experience.</li><li>5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</li><li>Familiarity with Financial planning concepts and strong analytical and reporting skills.</li><li>Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</li><li>Experience with financial tools like Morningstar Direct, Preqin etc.</li><li>Detailed oriented with strong analytical skills.</li><li>Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.  </li><li>Ability to take direction and work independently with minimal supervision.</li><li>Ability to establish and maintain strong relationships with internal teams and across the organization.</li></ul>Preferred Qualifications<ul><li>Bachelor’s degree in mathematics, Finance, Statistics, Economics, or Accounting</li><li>Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards. </li></ul>About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeTimings(4:45p-1:15a)India Business UnitAWMPO AWMP&amp;S President's OfficeJob Family GroupBusiness Support &amp; Operations<h4>Experience Level</h4>Senior Level

Ameriprise Financial India Pvt Ltd

Stock Market Specialist

Portfolio Analyst, AVPJoin us as a Portfolio Analyst<ul><li>You’ll be accountable for the provision of investment planning and transformation portfolio design services by supporting all aspects of our portfolio management approach</li><li>Working closely with the Portfolio Manager, you’ll ensure that we continue to complete accurate monthly reporting and assurance activities required by our senior leaders</li><li>You’ll enjoy considerable variety as well as stakeholder engagement and have the ability to seek information and find solutions</li><li>You’ll be supporting forecasting and managing workforce and financial plans, including tracking actual performance against forecast</li><li>We're offering this role at associate vice president level</li></ul><h4>What you'll do</h4>We’ll look to you to lead activities in the development of the strategic investment portfolio, working closely with the Portfolio Manager and taking ownership of a calendar of events and ceremonies. Partnering with stakeholders, you’ll review and help manage the approval process of financial business cases and you’ll support all aspects of programme and project governanceYou’ll also:<ul><li>Develop components of the investment plan, ensuring it incorporates the budget, cost, and benefits forecast requirements for both current and future years and aligns to our strategic priorities</li><li>Provide MI and analysis to identify recommendations that support the decision making around the resourcing and cost management of programmes</li><li>Provide support in the provision of the rolling wave resourcing and financial plans</li><li>Drive continuous improvement</li></ul><h4>The skills you'll need</h4>We’re looking for someone with knowledge and experience of portfolio management theories, models, and practices including scaled Agile frameworks and Prince 2 methodologies. You’ll also have experience of delivering portfolio analysis in a technology or IT environment.Along with a background in an Agile and DevOps environment, you’ll have experience working with portfolio managers, release train managers, and product owners to conduct regular reviews of the investment portfolio and backlog, challenging the status quo, driving informed decision making about portfolio priorities, and ensuring risks are considered.In addition to this, you’ll demonstrate:<ul><li>Lead discrete activities in the development of the strategic investment portfolio</li><li>Partnering with stakeholders to review and help manage the approval process of the financial business case</li><li>Develop components of the investment plan, ensuring that the investment plan incorporates the budget requirements, cost and benefits forecast requirements for both current and future years and aligns to the strategic priorities</li><li>Provide MI and analysis to identify recommendations that support the decision making around resourcing and scheduling of programmes</li></ul>Hours45Job Posting Closing Date:08/01/2026<h4>Experience Level</h4>Executive Level

NatWest Group

Senior Manager - Investments<h4>Company:</h4>Mercer<h4>Description:</h4>We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.                                                                    Senior Manager - Investments (CSO)As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports.In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve.This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment.We will count on you for:<ul><li>Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organization’s Strategic Research Group</li><li>Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing</li><li>Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers</li><li>Making recommendations to clients basis the manager search and selection for various investment strategies – US and Global Equity, Fixed Income, Multi-Asset, Inflation, Real Estate, and ESG which involves assessment of strategies on various factors such as the investment team, investment process, risk management, factor/style exposures (using Style Analytics), and fees</li><li>Review and amend investment policy statements.</li><li>Author research papers on macro/micro economic environment and Investment industry trends.</li><li>Providing research support on client requests including ESG, Style Analysis, Asset Class Trends</li><li>Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects.</li><li>Project management, work allocation, real-time capacity management, peer review, training and development of team members</li><li>Liaison with stakeholders to build relationship for service delivery management.</li><li>Play anchor role for all strategic projects and provide directions to the team.</li><li>Prepare and manage KPIs and handle escalations.</li><li>Participate in defining strategic priorities for the business.</li><li>Focus on new capability development and branding imperatives.</li><li>Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives.</li><li>Driving Process Improvement Initiatives and delivering results in line with Business Priorities</li></ul>What you need to have: <ul><li>8+ Years of relevant experience</li><li>CFA is mandatory for the role</li><li>Relevant bachelor’s or master’s degree in finance or economics with demonstrated academic achievement.</li><li>Prior experience in asset management or financial services, preferably across multiple asset classes and investment disciplines; at least</li><li>Proficient understanding of Wealth Management, Investment Management industry and asset classes (equity, fixed income, and alternatives)</li><li>Minimum experience of at least 6 years in the financial services industry</li><li>Ability to understand the link between data, client needs and its application to the "bigger picture."</li><li>Proven organizational and project management skills, including the ability to manage multiple stakeholders.</li><li>Excellent written and verbal communication skills, capable of influencing diverse audiences.</li><li>High level of self-motivation, ownership, initiative, and exceptional attention to detail.</li><li>Exceptional interpersonal, organizational, business communication, and time management skills.</li><li>Leadership skills with the ability to manage diverse teams.</li><li>Strong logical and analytical skills with attention to details</li><li>Demonstrated high level of self-motivation, ownership, and initiative.</li><li>Working knowledge of MS Office and third-party tools such as Bloomberg, Morning Star, and Lipper.</li><li>Progress towards professional certification such as CFA, CAIA, CIPM</li></ul><ul></ul>What makes you stand out?<ul><li>Domain expertise relevant to wealth management/investment advisory/consulting</li><li>Willing to learn and a strong team player with a collaborative approach.</li><li>Effective team management skills</li><li>Good analytical skills</li></ul>Why join our team:<ul><li>We help you be your best through professional development opportunities, interesting work and supportive leaders.</li><li>We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.</li><li>Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.</li></ul>Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.<h4>Experience Level</h4>Senior Level

Marsh McLennan

Senior Business Manager

Senior Manager - Investment Solutions<h4>About the Opportunity</h4>Job Type: PermanentApplication Deadline: 18 February 2026Title                 Senior ManagerDepartment     GPS Investment Solutions TeamLocation          India - Bangalore / GurgaonReports To      Gaurav Lal - Head of Investment Solutions TeamLevel                6IntroWe’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.About your teamThe Global Platform Solutions (GPS) Investment Solutions Team is responsible for the research, design, development and management of investment products solutions used by our retail and institutional customers.About your role We are seeking a seasoned Senior Manager to spearhead the strategic evolution of our investment offering across retail and institutional channels.Key responsibilities in the role will include leading a team in investment-related strategy discussions and the enhancement of our investment offerings as well as overseeing the preparation of material for committee meetings and stakeholder discussions, and presenting.The role involves driving and supporting the development, management and launch of investment products, as well as leading competitor analysis, monitoring regulatory developments and establishing internal networks to identify strategic opportunities and proposition enhancements.The role also involves leading collaborative efforts across internal operational, investment and client teams and acting as the customer voice in service design and innovation initiatives.Stakeholder management and team management is a key focus of the role, and an ability to translate technical investment concepts into simple language for a diverse range of audiences is crucial.About youThere are a set of essential requirements for the role which include:<ul><li>7+ years experience in investment management, asset management or financial services</li><li>Management experience of a team or individual</li><li>A bachelor’s degree in Economics, Finance or a related field</li><li>A relevant professional qualification (IMC, CFA etc)</li><li>Strong analytical and quantitative skills with ability to interpret complex data</li><li>Excellent written and verbal communication skills in English</li><li>Proven ability to work independently and take initiative</li><li>Experience creating engaging presentations and written materials</li><li>Knowledge of investment products across retail and institutional markets</li></ul>Feel rewardedFor starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com. <h4>Experience Level</h4>Senior Level

Fidelity International

Assistant Sales Manager

Analyst Financial Advisory SupportThe 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. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.Key Responsibilities Assist Ameriprise financial 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, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook &amp; LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools Required Qualifications o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance) o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST) o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred) o Good communication skills o Basic understanding of MS power point, MS Excel and MS Word o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage o Must have an eye to detail with high accuracy levels o Ability to meet strict timelines per the agreed SLAs for advisor practices Preferred Qualifications Experience of interacting with advisors or U.S business partners will be preferredAbout Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeTimings(8:00p-4:30a)India Business UnitAWMPO AWMP&amp;S President's OfficeJob Family GroupBusiness Support &amp; Operations<h4>Experience Level</h4>Entry Level