Dear Candidate,

Company Description

iEnergizer is a leading Business Process Outsourcing provider offering customer management solutions. We specialize in helping partners acquire, support, retain, and grow their markets through comprehensive life-cycle customer support services. Our client base includes Fortune 500 companies across various industry verticals, including Healthcare, Banking, Financial Services, Insurance, and more. iEnergizer is known for delivering high-quality service while reducing operating costs, fostering an innovative and customer-centric atmosphere.

CONTACT: HR Sharandeep at (phone hidden)

Role Description

This is a full-time, on-site role located in Delhi, India, for a FINRA Certified skilled with at least 2 years of experience. The role involves daily tasks such as advising clients on investment opportunities, monitoring financial markets, ensuring compliance with regulatory standards, and managing client portfolios.



The ideal candidate will work closely with clients to understand their financial goals and provide tailored recommendations to achieve them.

Qualifications

- FINRA Series 7 /24 Certification and at least 2 years of relevant experience (For Entry Level)
- Proficiency in financial markets, investment advising, and client portfolio management
- Strong understanding of compliance and regulatory standards
- Excellent verbal and written communication skills
- Ability to work independently and in a team environment
- Bachelor's degree in finance, Economics, Business Administration, or a related field preferred
- Experience in the financial services industry is a plus.

Additional Information

Work from Office role. No HYBRID.

NO CABS, NO RELOCATION PROVIDED.

📌 Finra Certified -7,24 || Noida || US Shift
🏢 iEnergizer
📍 Noida