Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai and Coimbatore.

Key Responsibilities
• Understand clients’ financial objectives and recommend appropriate investment products such as Mutual Funds and Bonds
• Engage with referred prospects and convert opportunities into active clients
• Address client queries, handle objections, and maintain consistent follow-ups




• Achieve defined KPI metrics related to business generation and client engagement
• Encourage referrals and identify cross-selling opportunities across investment products
• Maintain accurate client information and interactions in the CRM system Qualifications & Skills
• Learning-first attitude and willingness to build a career in wealth management
• Bachelor’s degree in any domain
• Freshers or candidates with 0–2 years of experience are encouraged to apply
• Solid communication and relationship-building skills
• Basic understanding of investment products such as Mutual Funds and Bonds
• Organized, disciplined, and comfortable working in a KPI-driven environment

📌 Investment Counsellor (Chennai)
🏢 ithought
📍 Chennai