Financial Advisor
Horizen is looking for a Financial Advisor to join their team in Bangalore. This role is full-time and onsite, with opportunities for freshers and those with up to 4 years of experience.
What you will do as a Financial Advisor
In this position, you will offer financial advice and guidance to clients, focusing on their investment strategies and portfolio management. Your work will involve using financial services expertise, with an emphasis on NISM certifications and knowledge of financial products.
- Engage with clients to understand their financial needs and goals.
- Analyze investment opportunities and provide tailored recommendations.
- Collaborate with the team to develop comprehensive financial plans.
Who can apply for this role
This position is suitable for individuals with 0 to 4 years of experience, particularly those with a background in financial services or relevant sectors such as fintech. Candidates should have a foundational understanding of finance and investment advisory practices to effectively assist clients.
Job market overview
- Similar roles Hopin tracks in Bangalore
- 6
- Similar roles Hopin tracks across India
- 49
There are a fair number of similar roles available across India, reflecting a steady demand for financial advisory positions.
Opens WhatsApp. Hopin sends you the application link for this role.
How to stand out for this role
It helps to gain familiarity with financial analysis tools and investment strategies.
- Highlight any experience you've had with NISM certifications or similar financial credentials.
- Demonstrate proficiency in MS-Excel and MS-Office, as these skills are crucial for managing client portfolios.
- Showcase your communication skills, both written and spoken, which are essential for client interactions.
Necessary skills for success
- Financial services
- Finance
- NISM
- Financial advisory
- MS-Excel 31%
- English Proficiency (Spoken) 27%
- MS-Office 23%
- Accounting 23%
Key skills for this role include a solid understanding of finance, investment advisory, and proficiency in financial services knowledge.
Company reliability
- Passed Hopin's scam screen
- Company rated 3.8 by 32 employees
Horizen has a rating of 3.8 based on 32 reviews, suggesting a generally positive workplace environment.
Questions people ask about this role
What type of experience do I need to apply?
You can apply if you have 0 to 4 years of experience in relevant fields like financial services or investment advisory.
Is this role onsite or remote?
This position is full-time and onsite in Bangalore.