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Wealth Manager

The Alchemists Ark Pvt Ltd
1 - 2 yrs
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Not Disclosed by Recruiter Posted 19 days ago Job Applicants: 71 Job Views: 264

Job Description

 
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    About MoneyWorks4me: MoneyWorks4me.com 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. Through a simple-to-use website/app and unbiased equity research we help them take the right investment decisions. We have a proven product, a subscription model with attractive ticket size and good renewal rates. We use technology to customize our advice to each investor/portfolio. This enables subscribers to build, manage and rebalance their portfolios so that they are always invested in the best available opportunities that maximize their risk adjusted returns. 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 consulting company in 2000. Their consulting clients include Castrol, M&M, Toyota, Maruti, Bajaj Auto, Tata Motors.

    Key Responsibilities: We get a steady inflow of people visiting our site and many register to use the free features available on our site. These we called registered users. Using technology we have created a simple-to-use solution, yet retail investors find investing related information difficult to comprehend and more importantly stay invested despite the volatility. For this people would have to trust the Investment Counsellor.

    The job of the MoneyWorks4me Wealth Manager is to help Registered Users 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 customers concerns, fears and counter-productive behaviours about investing.

    Wealth Managers 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, and screen-sharing and social media platform in an engaging manner.

    What are we looking for in a Candidate?

    Experience
    • 1-2 years in Wealth Management role
    Academics
    • Graduate, MCom/MBA-Finance
    • Candidates who are Certified Financial Planners/Certified IA will be preferred. (Or must be willing to do the certification, if selected)
    Knowledge & skills
    • Strong drive to engage with people, help and persuade them
    • Excellent English Communication (written + verbal) skills
    • Knowledge / Interest in Investing and Indian Equity Market
    • Well-verse with CRM system, usage of Social Media platform for business
    • Analytical and problem-solving skills

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    Please refer to the Job description above

Education-

UG: Any Graduate - Any Specialization

PG:M.Com - Commerce, MBA/PGDM - Finance

Company Profile:

The Alchemists Ark Pvt Ltd

MoneyWorks4me.com 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. Through a simple-to-use website/app and unbiased equity research we help them take the right investment decisions. We have a proven product, a subscription model with attractive ticket size and good renewal rates. We use technology to customize our advice to each investor/portfolio. This enables subscribers to build, manage and rebalance their portfolios so that they are always invested in the best available opportunities that maximize their risk adjusted returns. 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 consulting company in 2000. Their consulting clients include Castrol, M&M, Toyota, Maruti, Bajaj Auto, Tata Motors.
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Ashfak Saudagar Company HR THE ALCHEMISTS ARK PVT LTD Pune

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