• Good Communication skills
• Negotiations skills, Positive attitude
• Understanding of Mutual Fund Operations
• Able to handle pressure situations and client queries

• Candidate is expected to handle onboarding of client on the platform
• Follow up with Clients for necessary registrations and receive key details for onboarding
• Train clients to operate platform and software
• Design and define best practices to manage scale
• Manage client’s day to day queries
• Prepare action plans and identify areas for modification and improvement
• Give a best in class client experience and service

We are a start-up fintech platform offering software & holistic solutions to Independent Financial Advisors (IFAs) and Wealth Managers. The promoters and managing team have experience of setting up Asset Management Company, Distribution Platform, Exchange Platform, Exchange Traded Funds and have successfully managed. Candidate will get an opportunity to work with a Start-up organization, test their entrepreneur skills, take decisions, responsibilities and earn like one.

• Good Negotiations skills
• Good Communication skills
• Understanding of Mutual Fund Markets & Operations
• Understanding of Technology Markets

• Candidate is expected to generate sales leads and conclude the sale for the company
• Candidate is expected to cover region or area provided to them to understand the market and competition
• Keep tab on competition activities
• Organize events and sessions with IFAs and their associations to promote the product
• Create a sales plan and execute to meet targets
• Prepare action plans and identify areas for modification and improvement.
• Participate in a small, experienced, energetic team

• Good Designer
• Understanding of Financial Markets Marketing Strategy
• Understanding of Digital Marketing

• Candidate is expected to drive all marketing strategy for the company
• Candidate has to run Social Media campaigns for events and product
• Design One pagers, Presentations, Articles, Invites for company products and events
• Co-ordinate with Institutional Clients for Sponsorships and Intellectual data also plan events and activities with them
• Design new strategy and Products by understanding competition
• Co-ordinate with Sales team and help them to design strategies in their regional activities
• Prepare action plans and identify areas for modification and improvement
• An enthusiastic & good team player