Job Description
About the Organisation: FAG Finance is an expanding financial services firm specializing in investment planning, equity advisory, and mutual funds. The company is dedicated to investor education and assists clients in building long-term wealth through disciplined, informed investing strategies. About the Job: FAG Finance is hiring an Investment Planning Associate to join their team in Remote mode. This role provides hands-on exposure to financial markets and real-world investment planning. Interns will work directly with senior advisors on live client cases, supporting research and documentation efforts while gaining practical mentorship from experienced finance professionals. Eligibility: Currently pursuing or recently completed graduation or post-graduation in Finance, Commerce, Economics, or related fields. Basic understanding of financial markets and common investment products. Strong communication and analytical abilities. Proactive willingness to learn and adapt within a fast-paced work environment. Mandatory Requirement: Candidates must have an active Demat account with AngelOne prior to the interview process. Role and Responsibilities: Assist senior advisors with comprehensive investment planning and detailed portfolio analysis. Conduct specialized research related to mutual funds, equities, and Systematic Investment Plans (SIPs). Facilitate the client onboarding process and manage necessary financial documentation. Perform foundational market research and compile findings into formal reports. Engage in investor awareness programs and financial literacy initiatives. Collaborate with the advisory team to address and resolve live client cases. We are solely providing this information for dissemination and wish to clarify that we are not affiliated with the organization.
💡 Quick Summary
Seeking a career-building opportunity? The Investment Planning Associate with FAG Finance (India, Remote, PQE:): Apply Now position is now open for candidates interested in the Finance sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.