Noida, Mumbai, Bangalore – – 06/04/2022

Salary – Negotiable

Job Title

Business Development Executive

Company Profile

  • Fincart is an online initiative of 3E Advisors Private Limited. The acronym 3E stands for Educate, Empower & Enable. Our vision is to be the most ethical personal finance portal that helps people make better progress with money by educating investors, empowering them to make informed decisions and enabling them with an online platform – that help them to Plan, Transact and Track their investments. 

Job Profile & Responsibilities

  • Design goal based investment strategy plans.
  • Execute Financial Planning for clients.
  • Review/ Research and Recommend Financial product.
  • Help in analysing funds.
  • Help in creating content and PPT for online webinars.
  • Must be proactive and have analytical skills.
  • Implementation of Client Financial Plans and rebalancing strategies.
  • Emailing clients on a weekly basis and curate content for emails.
  • Alling clients from leads and nurturing them calling.

Preferred Qualifications

  • BSc/BA in finance, business administration, or relevant field; professional certification (e.g. CFP/CWM) is a plus.

Desired Candidate Profile

  • Good English Communication Skill.
  • Any other language will be an added advantage.
  • Candidate preferably with 0-3 year experience.
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