Company Description Deeraj Shetty – Your Personal CFO operates as a SEBI-registered investment advisory practice with Dyota Solutions, providing fee-only financial planning and wealth management services to hundreds of families since 2017. The firm focuses on transparent, tax-efficient solutions across wealth protection, wealth creation, and wealth management, backed by strong risk management principles. It leverages an in-house QID app for consolidated reporting, transactions, and capital gains, along with an index-based proprietary algorithm for portfolio construction and management.

Clients include professionals such as executives, lawyers, and doctors across India, the Middle East, APAC, Europe, and selected locations in the USA, and the firm emphasizes accountability for each client’s hard-earned money and sustained, high-quality growth.

Role Description The Social Media Assistant will support the firm’s online presence by creating, scheduling, and publishing content across social media platforms in alignment with brand guidelines and business objectives. This full-time, on-site role based in Bengaluru involves drafting posts, captions, and short-form content, collaborating with the advisory team to translate complex financial concepts into accessible content, and maintaining a consistent posting calendar.



The role includes monitoring engagement, responding to basic queries and comments, and sharing feedback and insights from social channels to help refine content and marketing strategies.

The Social Media

Assistant will also assist with analytics tracking, basic visual content coordination, and staying informed about social media trends relevant to personal finance and wealth management.

Qualifications

- Candidates should possess solid Social Media Content Creation and Writing skills to craft clear, engaging, and accurate posts and captions.
- Candidates should possess Social Media Marketing and Social Media skills to manage platforms, grow audiences, and support campaign execution.
- Candidates should possess excellent Communication skills to collaborate with internal teams and interact professionally with followers.
- Basic understanding of personal finance, investing, or wealth management concepts is beneficial.
- Familiarity with tools for social media scheduling and analytics (e.g., Meta Business Suite, Buffer, or similar) is an advantage.
- Relevant education in marketing, communications, media, or a related field is preferred, along with the ability to work on-site in Bengaluru.

📌 Social Media Assistant (Bengaluru)
🏢 Deeraj Shetty Your Personal CFO
📍 Bengaluru