Job Title

Investment counselor

Job City

Pune

Company Profile

MoneyWorks4me.com is an SBU of The Alchemists Ark Pvt. Ltd. and is a Technology-assisted Multi-asset Fiduciary Portfolio Advisory. We empower retail investors to create wealth by building and managing a portfolio of stocks, Mutual Funds-Equity and Liquid/Debt funds, and Gold. We have a proven product, a subscription model with attractive ticket sizes,s, and good renewal rates. We are looking at rapid scaling up.

MoneyWorks4me is fully owned by two IIT/IIM professionals. They have worked with HUL/Castrol before starting their own business The Alchemists Ark Pvt. Ltd, consulting company in 2000. Their consulting clients include Castrol, M&M, Toyota, Maruti, Bajaj Auto, Tata Motors.

Job Profile & Responsibilities

The job of the MoneyWorks4me Investment counselor is to help users who have created free accounts on the website, understand and adopt the ‘right’ way of investing to meet their financial goals. He/she should be able to convince people on the merits of our framework and methods and how to use the tools and information provided on our site to take better decisions. He/she would need to handle customer’s concerns, fears, and counter-productive behaviors about investing.

Prefered Qualifications

B.Com, M.com, MBA (Finance), CFP Passed or Pursuing or willing to do if selected.

Desired Candidate Profile

Investment counselor would need to manage the funnel of potential customers and move them to subscribe to our paid solutions. He/She would need to connect with people through phone, emails, chat in an engaging manner.

Additional Details

Contact Details: careers.moneyworks4me.com. Mob: 7420056349

Salary Range

From Rs. 4,00,000 - To Rs. 6,50,000

How to Apply

careers@moneyworks4me.com