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
- Strong 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 workplace

📌 Investment Counsellor (Chennai)
🏢 ithought
📍 Chennai