Investment Advisor6 min read

Job Title

Investment Advisor

Job Location – Pune

Company Profile – MoneyWorks4me.com is a strategic business unit (SBU) of The Alchemists Ark Pvt. Ltd., offering cutting-edge technology-enabled multi-asset fiduciary portfolio advisory services. As a fintech company, our mission is to empower retail investors in making informed investment decisions and Partner 1 million Indians to invest successfully to create wealth and reach their goals through stocks, equity mutual funds, liquid/debt funds, and gold. With a proven product, a subscription-based model, appealing ticket sizes, and strong renewal rates, we are poised for rapid growth. MoneyWorks4me is wholly owned by two seasoned professionals from prestigious institutions – IIT and IIM. Their prior experience includes working with renowned companies like HUL and Castrol, and they launched The Alchemists Ark Pvt. Ltd. as a consulting firm in 2000, boasting a prestigious clientele list including M&M, Toyota, Maruti, Bajaj Auto, Tata Motors, Castrol, Nuvoco, Bosch, among others.

Job Description:

• Establish a strong connection and rapport with existing and new advisory clients.
• Ensure that clients are acting on the provided advice and are utilizing all MoneyWorks4Me resources comfortably.
• Gain an understanding of their financial goals, and collaboratively develop and discuss tailored financial plans.
• Efficiently onboard investors and align them with the benefits of the MoneyWorks4me investment process.
• Identify opportunities to increase the assets under advice from existing clients with MoneyWorks4Me.
• Obtain high-quality referrals from satisfied clients for our investment advisory solution, and convert them into paying subscribers by explaining our investment process.

Desired qualifications:

• Academic Background: A Master’s degree in Finance, Economics, or Commerce/CFA ®/CWM ® is a prerequisite
• Candidates must complete NISM XA and XB certifications within 6 months of joining.
• Candidates with a valid CFP® certification or in pursuit of MBA/CFA ®/ CWM® are eligible

Knowledge and Skills:

• Proficient in building client relationships, persuasive communication, and client guidance.
• Thorough knowledge of stocks, mutual funds, and investment principles is a prerequisite.
• Demonstrated interest or expertise in financial planning, stock investing fundamentals, portfolio construction, and management.
• Excellent written and verbal communication skills.

• Experience:
  A minimum of 2 years of relevant experience in customer-facing roles is required. Motivated and aligned freshers are also encouraged to apply.
  Annual Salary Range:
  CTC :  Rs.5,00,000 – Rs.7,00,000 + variable pay
  Note: For the right candidate with relevant experience, salary will be appropriately higher