- Experience
- 2–5 yrs
- Salary
- INR 300,000 – INR 700,000 / year
- Openings
- 1
- Posted
- 6 hours ago
- Work mode
- In office
- Education
- B.B.A. / B.M.S.
- Eligibility
- B.B.A. / B.M.S. in any specialization
- Resume
- Required to apply
Where you'll work
Job description
About the Role
AIS Technolabs is hiring a Financial Advisor in Hyderabad, India. The role sits within a recruitment context and is focused on supporting financial planning and wealth management operations.
Role and Responsibilities
- Provide advisory and administrative assistance to the team.
- Support client onboarding activities and ensure compliance-related checks are handled properly.
- Maintain the CRM and keep records and client data organized and up to date.
- Assist with implementation tasks and day-to-day operational support.
- Help prepare and manage documentation related to financial planning.
- Coordinate compliance-related and administrative follow-ups across teams.
Preferred Candidate Profile
The employer is looking for candidates with 2 to 5 years of experience in financial planning support, wealth management support, financial services operations, or a similar function. Experience in Australian financial services, wealth management, or financial planning environments is strongly preferred. However, exceptional fresh graduates with a solid academic record and strong communication skills may also be considered.
Eligibility
Candidates with a B.B.A. or B.M.S. in any specialization are eligible to apply.
Compensation
The stated pay range is INR 3,00,000 to 7,00,000 per year.