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We are looking for highly motivated and investing-passionate candidates who can convert leads from the site to clients for our Research and Advisory solutions. We are looking for candidates with the strong urge to connect, educate and persuade people on financial planning and investing in equity using Superstars, Smart MF and Omega solutions.
Key Responsibilities :
Convince site users (registered users) on the merits of our Research, Process and Platform to make informed investing decisions
Help customers with their Financial Planning and investments using the tools available on site
Guide large AUA prospects to talk to our Investment Adviser on Omega
Use content, social media to grow the business
What are we looking for in a Candidate?
Academics : Master’s Degree in Finance, Economics, Marketing or Commerce
Candidates with XA & XB or CFP preferred. All selected candidate need to complete this certification in reasonable time
Candidates with Bachelors degree can apply provided they intend to complete their Master’s degree
Knowledge & skills :
Superior ability to relate, persuade and guide clients
Thorough knowledge of Stocks, Mutual Funds and Investing
Understanding of Financial Planning, Stock Investing fundamentals, Portfolio Building and Management
Excellent written and verbal communication skills
Experience : Experience of 1+ years preferably in Stock/Mutual Fund Research or Advisory or Financial Planning. Smart Freshers can also apply
