Job Description

Financial Advisor Jobs in Delhi at CryptoMize - Check Out Finance Advisor Job to construct a portfolio of investments that are well suited to the client's risk attitude. A Finance Advisor career specialises in giving financial consultation and advice to individuals and businesses. He or she must be able to devise flawless ideas and methods for increasing wealth, lowering costs, or eliminating debts. for Investment Consultant Jobs in Delhi at CryptoMize, A Conglomerate Digital Agency and Digital Privacy Company in India.



Finance Advisor Responsibilities



Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering customer queries about financial goals and strategies, as well as providing financial advice, is the responsibility of the Financial Advisor Role. Have a great understanding of financial planning ideas and a thorough understanding of the investing business.



Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Financial Advisor is to analyze financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. CFP (Certified Financial Planner) is required.



About Us



CryptoMize is a Conglomerate Digital Agency with presence in 3 Continents evolving for a decade, having served elite clients such as Governments, Politicians, MNCs, Celebrities and HNIs in 30+ Countries. Over the years, we have garnered and trained a team of industry experts that are capable of providing the best quality results.



Location:

Delhi



Opening Status:

Available



Employement:

Full time



Job Type:

Permanent



Start Date:

Immediate



Salary:

Based on experience



Notice: The application for this opening can be submitted via the application form linked below, ONLY. Direct phone calls and emails will not be entertained.



Our Principles



These are some of the principles that we strongly believe in, preach and actually follow as well.



Commitments



We clearly commit what we can do, by when can we do it and how we would do it, And then we do it.



Confidentiality



We are extremely paranoid about protecting the confidentiality of what we do, for whom and how we do it.



Comfortability



We ensure comfortability of you and your team with ours, which can only come from complete transparency.



Capability



We keep improving our already awesome capabilities by investing all resources at our disposal.



Financial Advisor



Financial Advisor Salary



Finance Advisor



• To carry out finance-related research
• In the sphere of finance, to undertake market study
• To determine the needs and objectives of clients
• To advise our clients on financial strategy
• To carry out the strategies that have been devised for the benefit of the clients
• To keep track of financial accounts
• Find new business prospects for your clientele
• To carry out your responsibilities and duties in accordance with securities and exchange commission regulations


Financial Advisor Qualifications



• CFP (Certified Financial Planner) is required
• A bachelor's degree in finance or a closely related subject is required
• Have a great understanding of financial planning ideas and a thorough understanding of the investing business
• Working knowledge of financial planning software
• Excellent interpersonal, computer, and communication abilities
• To be able to think critically
• To be able to make deductions from real data
• You must be a natural mathematician
• Must have prior relevant experience


Our Services

Know More About Us

Perception Perfection



CryptoMize is dedicated to ensure a prominent progress to how the world perceives you. We help you to establish your perception to the extent of perfection with our devised strategic plan and techniques.



Promotional Parlance



CryptoMize introduces you to Promotional Parlance which not only promotes your cause but provides a personalized-edge. Our solutions are tailored in a strategic way that attracts the audience in a way that they are most receptive to.



Public Relations



CryptoMize formulates a proactive strategy to amplify your Media Outreach without compromising your reputation. CryptoMize assists you in communicating with your intended audience to achieve a global outreach.



Political Catalysis



We bring efficiency to governance operations through intelligence and strategic thinking. By integrating digital approaches, CryptoMize seeks to improve Campaign Strategies and governance in general.



Policing Phronesis



CryptoMize, with the help of its special mix of Forensics and Consultancy, aims to handle all sorts of cyber crimes affecting your organisation and provide you with the best guidance for such situations.



Privacy Enforcement



CryptoMize is driven by the belief that none of your valuable data should go unprotected. Our experts put concerted effort to preserve your privacy in order to minimize the impact of cybercrime.



What Makes Us Different?



CryptoMize offers a full spectrum of elite services derived with preemptive analysis and strategic planning to our clients. We work efficiently with our proficient and proactive team by utilising extraordinary tools.



Collaboration with Dignitaries



We collaborate with highly influential and prominent personalities around the world. Being transcendental and visionary has its own benefits, our supremacy of being omnipresent empowers us to command, control and maneuver information from the internet.



01

Powerful Team



CryptoMize is the combination of a powerful team that works on a supportive, transparent and encouraging platform. With spontaneity and dedication to the advancement of technology, we aspire to be better at what we do for people who trust us with their information and projects.



02

Triple-Proof Approach



We execute a triple-proof approach from conducting thorough research, developing strong strategies, to guaranteeing information security. This proves beneficial for our clients to reach their desired goal.



03

Our Core Values

Trust



We seek to connect and build relationships with our clients.That is our core principle of our work ethic which we fully-abide to. We works on 3 principles: Respect, Honesty and Transparency.



Reliability



Commitment is an act, not a word. We believe in delivering and living up to your expectations. We have grown into a global agency only through our commitment to deliver and our reliability factor.



Safety



We are extremely paranoid about protecting our client's safety of what we do, for whom and how we do it. We maintain absolute non disclosure and confidentiality to ensure that nothing sensitive goes out.



Passion



Our passion generates enthusiasm for what we do and how we do it. We inspire, find creative ways and nurture ideas with passion. We strategize based on audience attention.



Innovation



We believe in innovation, change and risk taking. With technology, we reinvent ourselves. Innovation is the reason how we are able to eliminate obstacles for cultivating growth.



Excellence



We ensure to maintain your eminence by reinventing ourselves with our core values that inspire excellence. We strive for quality in everything we do.



OUR PRESENCE

Our Journey So Far

Our presence is all across the globe. Our impact can be seen in 03+ continents and 30+ countries, we know how to shape people's digital lives. We have a vast range of projects, from running political campaigns, shaping people's perceptions to enforcing privacy, we work with a futuristic approach and always look ahead of time. We never restrict ourselves to specific sectors rather make sure that our services are requisites for any and everybody in the world. With our elite clientele we show supremacy of work and build trustworthy relationships. We believe intelligence is the future and aim towards collective good and growth of all!

3+

Our Presence



Successfully establishing ourselves globally in 3+ continents.



70+

Our Services



Giving us an edge over everyone else who is trying to solve similar problems.



10+

Years of Experience



Serving great value to our clients since the past decade.



NEVERENDING OPPORTUNITIES FOR YOU

Our Vision



In the days of yore, gathering intelligence was a matter of sending out spies. Today the world has changed, and intelligence is as much about technology as it is about people. We are redefining what it means to truly protect you and your business. From network security, to cloud recovery, to data recovery, CryptoMize focuses on your technology's vulnerabilities so you can avoid pitfalls and stay ahead.



We have a singular vision - to be the ultimate 'go-to' company for digital reputation management. Our approach is holistic, covering reputation management, social media management, and crisis management.

We uncover security flaws in your technology, identify new threats, and create proactive measures to protect you.

We provide innovative IT solutions to clients of all sizes. Our expertise is in all levels of the information technology stack, including network architecture and cybersecurity.

Why Us?



Why are we so amazing?



YUMMY



Our awesome chef prepares freshly Maison-made breakfasts, lunches, diners, beverages, coffees everyday to provide the fuel you need to innovate and Execute Best Ideas.



EVENTS AND HACKATHONS



Want to organize, talk or attend an event? We give you two days per month to attend or organize team-buildings, conferences, trainings, meetups or hackathons.



COMPANY OUTINGS



Work hard, play hard! We have an in-house bar with a large choice of wines, beers and arcade games. Plus, we organize memorable & engaging team events at least twice a month.



Fun Days



Besides a day off, we present you with a day that is full of fun. You get to choose from a vast array of fun activities from outdoor activities to pool parties.



FLEXIBLE EVERYTHING



We choose to work in a flex office environment to grow new collaborative ideas and practices. We work in small product oriented teams to focus & execute faster.



NO DIPLOMAS REQUIRED



At CryptoMize, we don't care about your degrees, we only care about what you know. Your skillset will be evaluated in regard to your technical experiences and skills.