Roles & Responsibilities
1. Wealth Management
- Conduct research on Mutual Funds, PMS, AIF, SIF, and other investment products and track their performance, strategies, and updates.
- Initiate periodic client portfolio reviews and assist in portfolio rebalancing processes based on investment objectives and market conditions.
- Follow up with clients and address queries in a timely and professional manner.
- Initiate, coordinate, and manage partnerships and empanelment processes with PMS, AIF, and SIF providers.
- Support the team in analysing investment opportunities aligned with client goals and risk profiles.
2. Influencer and Content
- Prepare research-based articles related to personal finance, mutual funds, and investment concepts for the company website.
- Conduct webinars for investors explaining market conditions, investment strategies, and portfolio performance insights.
- Create educational video content related to investments, financial planning, and mutual fund concepts for platforms such as YouTube and Instagram.
- Contribute to strengthening the firm's digital presence and investor engagement through consistent knowledge-based content.
Eligibility Criteria
- Minimum 6 months to 1 year of experience in finance, wealth management, banking, financial advisory, or related field.
- Prior experience in a Bank, Wealth Management firm, or Financial Services firm is an added advantage.
- Degree in Finance, Commerce, Economics, Business, or related field preferred.
Work Environment Expectations
- Willingness to work in a startup environment with a small team (currently less than 3 members).
- Comfortable handling multiple responsibilities across research, client coordination, and content creation.
- Proactive attitude with ability to take initiative and solve problems independently.
Pay: ₹300,000.00 - ₹420,000.00 per year
Work Location: In person
