Key responsibilities:

1. Connect with potential clients via phone, emails, chat, screen sharing, and social media platforms in an engaging way
2. Design goal-based investment strategy plans
3. Review/research and recommend a financial product

Requirements:

1. MBA graduates with experience between 0-1 years (MBA finance and marketing is preferred)
2. Good English communication skills
3. Knowledge/interest in the Indian equity market
4. Go-getters with a willingness to learn and get groomed as financial planners or wealth managers
5. Any certificate in the finance domain (added advantage)
6. A proactive individual with analytical skills

Perks:

1. Excellent & conducive work environment
2. A platform to learn & grow, and a well-defined career progression

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