Company DescriptionAt Financial Friend, we simplify money matters and specialize in helping individuals, families, NRIs, and business owners make informed financial decisions with confidence. Our team of experienced advisors works with clients at every stage of their financial journey, from saving to retirement planning and wealth growth. Our key services include comprehensive financial planning, tax advisory and ITR filing, retirement and pension planning, investment portfolio management, NRI financial services, debt management and loan planning, insurance planning, and trust and estate planning. We prioritize personalized plans tailored to each client's unique financial goals. Role DescriptionThis is a full-time on-site role for a Finance Intern located in Jaipur. The Finance Intern will be responsible for assisting with financial analysis, preparing financial statements, supporting accounting tasks, and maintaining accurate records. Daily tasks will include data entry, analyzing financial data, preparing reports, and supporting the finance team in various tasks related to tax preparation, budgeting, and financial planning. QualificationsStrong Analytical Skills and ability to interpret financial dataKnowledge of Finance principles and practices • Strong interest in sales, client communication, and business development skills • Willingness to learn financial products (SIPs, insurance, retirement plans) • Good communication and interpersonal skillsExperience with Financial Statements and Accounting practicesEffective Communication skillsDetail-oriented with excellent organizational skillsProficiency in MS Office and financial software applications Contact :-99285 76009
Internship Opportunity: Social Media Intern Location: Jaipur (Hybrid/On-site preferred) Duration: 3-6 Months Company: Financial Friend About Us: Financial Friend is a growing financial planning firm helping individuals make smarter money decisions. We believe in simplifying finance through creative, relatable, and engaging content on platforms like Instagram, LinkedIn, and YouTube. Role Overview: We are looking for a passionate and creative Social Media Intern who can take our online presence to the next level. If you love ideating, filming, editing, and engaging with trends, this role is for you! Responsibilities: Generate content ideas aligned with finance, trends, and current social media algorithms Shoot & edit Instagram Reels and short videos Create visually appealing designs using Canva Write catchy scripts and captions Post and schedule content across Instagram, LinkedIn , and other platforms Stay up-to-date with Instagram algorithm and reel trends Collaborate with the team for marketing campaigns and content planning You’re a great fit if you: Have basic knowledge of Instagram trends and social media algorithms Know Canva, CapCut/InShot/any video editing tool Can shoot content creatively using a phone or camera Have done similar work in college committees, fests, or freelance gigs Are proactive, self-driven, and full of creative idea. Job Types: Full-time, Permanent, Fresher, Internship Pay: Up to ₹25,000.00 per month Schedule: Weekend availability Work Location: In person
Internship Opportunity: Social Media Intern Location: Jaipur (Hybrid/On-site preferred) Duration: 3-6 Months Company: Financial Friend About Us: Financial Friend is a growing financial planning firm helping individuals make smarter money decisions. We believe in simplifying finance through creative, relatable, and engaging content on platforms like Instagram, LinkedIn, and YouTube. Role Overview: We are looking for a passionate and creative Social Media Intern who can take our online presence to the next level. If you love ideating, filming, editing, and engaging with trends, this role is for you! Responsibilities: Generate content ideas aligned with finance, trends, and current social media algorithms Shoot & edit Instagram Reels and short videos Create visually appealing designs using Canva Write catchy scripts and captions Post and schedule content across Instagram, LinkedIn , and other platforms Stay up-to-date with Instagram algorithm and reel trends Collaborate with the team for marketing campaigns and content planning You’re a great fit if you: Have basic knowledge of Instagram trends and social media algorithms Know Canva, CapCut/InShot/any video editing tool Can shoot content creatively using a phone or camera Have done similar work in college committees, fests, or freelance gigs Are proactive, self-driven, and full of creative idea. Job Types: Full-time, Permanent, Fresher, Internship Pay: Up to ₹25,000.00 per month Schedule: Weekend availability Work Location: In person
Job Title: Financial Sales Advisor Location: Jaipur Job Type: Full-time We are seeking a dynamic and results-driven Financial Sales Advisor to join our team. The ideal candidate will be responsible for selling financial products such as stocks, bonds, mutual funds, insurance, and other investment instruments. The role requires strong financial knowledge, excellent communication skills, and a deep understanding of market trends to provide clients with the best investment solutions. Key Responsibilities: Identify potential clients and assess their financial needs. Advise clients on suitable financial instruments based on their risk appetite and investment goals. Develop and maintain strong relationships with clients to ensure long-term business growth. Stay updated on financial markets, investment opportunities, and regulatory changes. Meet and exceed sales targets by promoting various financial products. Provide after-sales support and handle client queries efficiently. Collaborate with internal teams to develop tailored investment strategies. Qualifications & Skills: Education: Graduate degree in Finance, Business, Economics, or a related field. Certifications: Any recognized financial certification (e.g., NISM, CFP, CFA, AMFI, IRDA, etc.) is preferred. Experience: Fresher/experienced Strong knowledge of financial instruments, investment strategies, and risk management. Excellent communication, negotiation, and interpersonal skills. Ability to analyze financial data and market trends effectively. Goal-oriented with a passion for sales and client servicing. Benefits: Competitive salary with performance-based incentives. Professional training and career development opportunities. Flexible work environment. Job Types: Full-time, Permanent, Fresher, Internship Pay: ₹10,000.00 - ₹62,544.05 per month Benefits: Flexible schedule Compensation Package: Performance bonus Yearly bonus Schedule: Weekend availability Work Location: In person
Job Title: Financial Sales Advisor Location: Jaipur Job Type: Full-time We are seeking a dynamic and results-driven Financial Sales Advisor to join our team. The ideal candidate will be responsible for selling financial products such as stocks, bonds, mutual funds, insurance, and other investment instruments. The role requires strong financial knowledge, excellent communication skills, and a deep understanding of market trends to provide clients with the best investment solutions. Key Responsibilities: Identify potential clients and assess their financial needs. Advise clients on suitable financial instruments based on their risk appetite and investment goals. Develop and maintain strong relationships with clients to ensure long-term business growth. Stay updated on financial markets, investment opportunities, and regulatory changes. Meet and exceed sales targets by promoting various financial products. Provide after-sales support and handle client queries efficiently. Collaborate with internal teams to develop tailored investment strategies. Qualifications & Skills: Education: Graduate degree in Finance, Business, Economics, or a related field. Certifications: Any recognized financial certification (e.g., NISM, CFP, CFA, AMFI, IRDA, etc.) is preferred. Experience: Fresher/experienced Strong knowledge of financial instruments, investment strategies, and risk management. Excellent communication, negotiation, and interpersonal skills. Ability to analyze financial data and market trends effectively. Goal-oriented with a passion for sales and client servicing. Benefits: Competitive salary with performance-based incentives. Professional training and career development opportunities. Flexible work environment. Job Types: Full-time, Permanent, Fresher, Internship Pay: ₹10,000.00 - ₹62,544.05 per month Benefits: Flexible schedule Compensation Package: Performance bonus Yearly bonus Schedule: Weekend availability Work Location: In person
Location: Jaipur Company: Financial Friend Type: Full-time / Part-time About Us: At Financial Friend, we are dedicated to helping clients achieve their financial goals through expert advice and personalized strategies. Position Overview: We are seeking a motivated Financial Consultant to provide guidance and support to our clients in managing their finances effectively, while also playing a key role in business development and client acquisition. Key Responsibilities: Assess clients’ financial needs and goals. Develop customized financial plans. Provide investment and savings advice. Educate clients on financial products and services. Monitor and review clients' financial progress regularly. Identify and generate leads through various channels (online and offline). Drive sales by converting leads into long-term clients. Contribute to business development initiatives to expand our client base. Build and maintain strong client relationships to encourage referrals and repeat business. Qualifications: Bachelor’s degree in Finance, Business, or a related field. Strong analytical and communication skills. Previous experience in financial consulting is a plus. Job Type: Full-time Pay: ₹20,000.00 - ₹50,000.00 per month Schedule: Day shift Experience: Financial concepts: 1 year (Preferred) Work Location: In person
Company Description Financial Friend simplifies financial decisions for individuals, families, NRIs, and business owners. Our experienced advisors provide support at every stage of the financial journey, whether you are starting to save, planning for retirement, or growing your wealth. Key services include Comprehensive Financial Planning, Tax Advisory & ITR Filing, Retirement & Pension Planning, Investment Portfolio Management, NRI Financial Services, Debt Management & Loan Planning, Insurance Planning, and Trust & Estate Planning. We tailor plans to unique goals, ensuring informed decisions and confident financial futures. Role Description This is a full-time, on-site role based in Jaipur for an Insurance Manager. The Insurance Manager will oversee insurance planning and consulting, providing expert financial advice to clients. Day-to-day tasks include evaluating insurance needs, managing client portfolios, ensuring excellent customer service, and maintaining clear communication with clients. The role also involves collaborating with other financial advisors to deliver comprehensive solutions. Qualifications \n Experience in Insurance and Finance Consulting skills Strong skills in Customer Service and Communication Excellent analytical and problem-solving abilities Bachelor's degree in Finance, Business Administration, or related field Professional certifications in financial planning or insurance (e.g., CFP, CLU) are a plus Ability to work independently and as part of a team
As a Financial Consultant at Financial Friend, you will have the opportunity to leverage your expertise in MS-Excel, MS-Word, and MS-PowerPoint to offer high-quality financial advice and solutions to our valued clients. Your main responsibilities will include analyzing financial data and trends to provide precise and timely recommendations, developing financial models and forecasts to support clients in making well-informed decisions, and crafting and delivering engaging presentations to clients utilizing MS-PowerPoint. Additionally, you will be expected to conduct comprehensive research to stay abreast of market trends and industry advancements, collaborate closely with clients to grasp their financial aspirations and objectives, assist them in formulating and executing financial strategies to reach their goals, and provide continuous support and guidance to help them navigate financial challenges effectively. If you are a dedicated financial professional with a genuine desire to assist others in achieving financial success, we warmly welcome you to be part of our team at Financial Friend. Financial Friend is a financial planning firm specializing in tax planning, investment planning, insurance planning, retirement planning, and overall financial planning. Founded by Mrs. Gunjan Kataria, a seasoned and certified financial planner, Financial Friend serves as the cornerstone for our clients" financial well-being and security, aiding them in attaining their financial milestones at various life stages.,
Job Title: Insurance Advisor Location: Jaipur (On-site) Job Type: Full-time About Us: Financial Friend is a financial planning firm specializing in advanced personal finance and investment management. We provide expert solutions in insurance, mutual funds, retirement planning, and wealth management. Our mission is to simplify finance and help clients achieve long-term financial security. Position Overview: We are seeking an experienced and knowledgeable Insurance Advisor to join our growing team. The ideal candidate should have a strong understanding of insurance products, excellent communication skills, and the ability to build lasting client relationships. This is a client-facing role with opportunities for growth and attractive earning potential. Key Responsibilities: Identify clients’ insurance needs and recommend suitable plans. Provide detailed explanations of policy features, benefits, and terms. Generate leads through networking, referrals, and client interactions. Maintain long-term relationships with clients through regular follow-ups. Stay updated on insurance products, market trends, and regulatory changes. Achieve monthly and quarterly sales targets. Requirements: Minimum 2–3 years of experience as an Insurance Advisor/Agent. In-depth knowledge of life, health, and general insurance products. Strong communication, presentation, and negotiation skills. Ability to handle client objections and close sales effectively. Self-motivated, target-driven, and customer-focused. Certification from IRDAI (preferred). Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹50,000.00 per month Benefits: Health insurance Life insurance
Job Title: Insurance Advisor Location: Jaipur (On-site) Job Type: Full-time About Us: Financial Friend is a financial planning firm specializing in advanced personal finance and investment management. We provide expert solutions in insurance, mutual funds, retirement planning, and wealth management. Our mission is to simplify finance and help clients achieve long-term financial security. Position Overview: We are seeking an experienced and knowledgeable Insurance Advisor to join our growing team. The ideal candidate should have a strong understanding of insurance products, excellent communication skills, and the ability to build lasting client relationships. This is a client-facing role with opportunities for growth and attractive earning potential. Key Responsibilities: Identify clients’ insurance needs and recommend suitable plans. Provide detailed explanations of policy features, benefits, and terms. Generate leads through networking, referrals, and client interactions. Maintain long-term relationships with clients through regular follow-ups. Stay updated on insurance products, market trends, and regulatory changes. Achieve monthly and quarterly sales targets. Requirements: Minimum 2–3 years of experience as an Insurance Advisor/Agent. In-depth knowledge of life, health, and general insurance products. Strong communication, presentation, and negotiation skills. Ability to handle client objections and close sales effectively. Self-motivated, target-driven, and customer-focused. Certification from IRDAI (preferred). Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹50,000.00 per month Benefits: Health insurance Life insurance