We are a SEBI-Registered Investment Adviser (RIA) firm offering advisory and portfolio services in equities, mutual funds, bonds, and other financial instruments. We are looking for dynamic and motivated Executive Trainees who wish to build a long-term career in the financial services industry. Selected candidates will undergo a structured training program covering all key areas of the advisory business — Product Research, Sales & Client Advisory, Operations, Compliance, Risk Profiling, and Back Office Support. During the training period, you will also gain practical exposure through: Organizing and participating in financial awareness programs, investor events, and seminars . Visiting fairs, institutions, and industry networking forums . Regular interaction with corporates, schools, colleges, and industry leaders to promote financial literacy. Upon successful completion of the training program, you will be assigned independent responsibility for a department based on your performance and aptitude. Key Responsibilities Learn and understand financial products, investment processes, and advisory frameworks. Assist in client onboarding, KYC, and portfolio management activities. Support investment research, reporting, and compliance documentation. Participate in financial education and outreach programs. Communicate effectively with clients and internal teams. Uphold SEBI regulations and ethical advisory standards. Who Can Apply Graduates (Commerce, Finance, or Business streams preferred). Freshers or candidates with up to 3 years of experience in finance, sales, or client servicing. Strong interest in investments, wealth management, and financial planning. Excellent communication, analytical thinking, and interpersonal skills. Positive attitude and willingness to learn across multiple functions. What We Offer Hands-on exposure to all facets of the advisory business. Mentorship from qualified investment advisers and senior professionals. Real-world client interaction and event participation. Clear career progression — opportunity to lead a business vertical post-training. A professional environment that encourages learning, ethics, and growth. Job Types: Full-time, Permanent, Fresher Pay: From ₹300,000.00 per year Work Location: In person
Role Objective To drive revenue growth by acquiring new clients and promoting RupeeRakshak.com’s range of financial products and investment solutions. The role demands a proactive, self-driven individual with strong communication and persuasion skills who can independently identify prospects, convert leads, and achieve assigned sales targets. Key Responsibilities Identify, contact, and acquire potential investors and clients through calls, visits, and digital outreach. Schedule appointments, deliver presentations, and explain RupeeRakshak’s financial offerings, including mutual funds, bonds, AIFs, portfolio services, and future products. Build and nurture long-term relationships with clients for repeat business and referrals. Follow up with prospects systematically until closure of sale/investment. Meet monthly and quarterly revenue and client acquisition targets. Organize and participate in marketing activities such as investor meets, local events, seminars, and financial awareness campaigns to generate leads. Maintain accurate client data, sales reports, and follow-up trackers as per company process. Provide regular feedback from the market to help improve marketing campaigns and client offerings. Coordinate with the marketing and advisory team for smooth onboarding and post-sales service of clients. Job Type: Full-time Pay: ₹20,000.00 - ₹42,000.00 per month Work Location: In person
Role Objective To drive revenue growth by acquiring new clients and promoting RupeeRakshak.com’s range of financial products and investment solutions. The role demands a proactive, self-driven individual with strong communication and persuasion skills who can independently identify prospects, convert leads, and achieve assigned sales targets. Key Responsibilities Identify, contact, and acquire potential investors and clients through calls, visits, and digital outreach. Schedule appointments, deliver presentations, and explain RupeeRakshak’s financial offerings, including mutual funds, bonds, AIFs, portfolio services, and future products. Build and nurture long-term relationships with clients for repeat business and referrals. Follow up with prospects systematically until closure of sale/investment. Meet monthly and quarterly revenue and client acquisition targets. Organize and participate in marketing activities such as investor meets, local events, seminars, and financial awareness campaigns to generate leads. Maintain accurate client data, sales reports, and follow-up trackers as per company process. Provide regular feedback from the market to help improve marketing campaigns and client offerings. Coordinate with the marketing and advisory team for smooth onboarding and post-sales service of clients. Job Type: Full-time Pay: ₹20,000.00 - ₹42,000.00 per month Work Location: In person