Job highlights

- 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
- Candidates with XA XB or CFP preferred

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 robust 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

📌 Investment Counsellors (Pune)
🏢 moneyworks4me.com
📍 Pune