AssetPlus

We are seeking a highly passionate and skilled investment strategist to join our team. This role is suitable for candidates with 3+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies. Product Conceptualization And Development Identify market needs and opportunities to develop mutual fund investment strategies Conduct feasibility studies and market research to validate concepts. Design features, strategies, and structures in collaboration Market Research And Analysis Analyze market trends, competitor products, and investor preferences. Gather insights from mutual fund distributors advisors, clients, and industry reports to build relevant investment strategies Regulatory Compliance Ensure all communication and development comply with regulatory requirements and industry standards. Collaboration and Stakeholder Management: Work closely with internal teams, including tech, marketing, sales, and operations, to develop and launch Mutual Fund strategies. Coordinate with external partners, such as Mutual fund companies, partners, and vendors. MF Investment Strategy Launch And Implementation Develop and execute product launch plans, including marketing strategies, sales training, and communication plans. Oversee the implementation of new products, ensuring all operational aspects are in place. Performance Monitoring And Reporting Monitor the performance of mutual fund products against benchmarks and objectives. Prepare regular performance reports and presentations for senior management and stakeholders. Product Lifecycle Management Manage the product lifecycle from inception to maturity, including product enhancements, repositioning, and closures. Conduct periodic reviews to assess product performance and relevance in the market. Investor Communication Develop and update investment strategies literature Communicate product features, performance, and updates to internal team and distribution partners. Risk Management Identify and manage risks associated with investment strategies The role will be suitable for candidates with 3+ years of experience in research/product/business development functions of mutual funds, advisory, wealth management, private banks, financial media, or rating background: Preferably CA, CFA, MBA, Post Graduate or PhD in Economics or Finance Location: Chennai Compensation: The offered compensation package will be based on the candidate's prior experience and current Cost to Company (CTC) (ref:iimjobs.com)

AssetPlus is a leading fintech platform dedicated to empowering Mutual Fund Distributors (MFDs) across India. AssetPlus provides a range of financial products, including mutual funds, insurance, corporate fixed deposits, sovereign gold bonds, and the National Pension Scheme (NPS), all accessible through a single, user-friendly dashboard. The company offers a comprehensive, fully digital platform designed to streamline operations and enhance the efficiency of MFDs, enabling them to focus on building strong client relationships and facilitating wealth creation. Responsibilities: ● Communicating with clients and partners to offer operational assistance and ensure a seamless, hassle-free experience ● Assisting clients throughout their onboarding journey on the AssetPlus platform to ensure a great investment experience ● Providing efficient and accurate operational and product assistance to ensure partner and client satisfaction ● Coordinating with regulatory bodies and related entities to resolve any issues or queries that arise from clients/partner ● Being the sole POC for support needs of top clients ● Working closely with Sales, Operations, Tech, Product and other teams to quickly address and resolve queries ● Assisting clients and partners in building and growing their business What are we looking for?: Must-Have: ● Strong verbal and written communication skills ● Basic knowledge of finance and zeal to learn and grow ● Team player with strong problem-solving and critical-thinking skills ● Excellent customer focus and proven analytical/problem-solving ability Good to Have: Behavioural Competencies: ● Actively listens, responds promptly, and accepts feedback graciously ● Has a clear and well-structured thought process and communicates effectively ● Provides constructive feedback to managers Functional Competencies: ● Delivers outcomes and resolutions on time, accurately, and independently ● Maintains composure in challenging situations Why Join Us? ● Be part of a leading fintech start-up that fosters a Learn & Grow culture ● Work in a fast-paced, dynamic environment where your contributions make a real impact ● If you're passionate about finance/mutual funds and their role in the high-growth fintech space, this is the place for you ● Fast paced career growth ● Innovate at scale with endless learning opportunities What Does Working at AssetPlus Look Like? ● Best in the Fintech Industry – Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions ● Exponential Career Growth – Accelerate your professional journey with opportunities to take on new challenges and responsibilities ● Building a Future Together – Be part of a company that values collaboration and long-term success ● Lucrative Roles & Industry Exposure – Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities ● Continuous Learning & Development – Enhance your knowledge through structured learning programs and real-world problem-solving ● Team Engagement & Culture-Building Activities – Participate in fun and engaging team events that foster collaboration and camaraderie ● Young & Vibrant Team – Work with passionate, driven individuals in an energetic work environment ● Employee Healthcare Benefits – Prioritizing your well-being with comprehensive health coverage If you believe you’d be a great fit for this role, we’d love to hear from you! At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights. Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey. We can’t wait to show you what makes AssetPlus a great place to build your career! Location: Chennai(Work from Office) Compensation: Based on experience and current CTC Show more Show less

About AssetPlus We at AssetPlus aim to bring about a paradigm shift in the Fin-Tech market with our wealth management platform for distributors and end-users. Our vision is twofold - to educate people, particularly those in rural areas, about the variety of products available for wealth expansion, and to become a hub of all things investment. We are working towards making wealth management accessible to financial experts from all walks of life and supporting their journey in creating millions of retail investors. What will you do? Engage with partners to understand their requirements and help them leverage the AssetPlus platform and its benefits Establish and nurture value-based relationships with partners and ensure alignment with their key business goals Provide consultation to partners on leveraging the AssetPlus platform to grow their business Guide partners through the onboarding process, ensuring a seamless activation experience Drive partner participation in webinars, contests, and other engagement initiatives Work towards activating the partners after onboarding, which contributes to the business growth What do we expect? 0–2 years of experience (Freshers welcome!) Strong communication & interpersonal skills Ownership mindset and eagerness to learn Interest in finance and investment platforms Show more Show less

About Us: AssetPlus is a dynamic and fast-growing fintech startup dedicated to empowering individuals to build a successful career in mutual fund distribution. We are looking for an enthusiastic Onboarding Specialist to guide aspiring Mutual Fund Distributors (MFDs) through the onboarding process, ensuring they understand the benefits and requirements of the profession. Key Responsibilities: Educate potential partners on the advantages of becoming an MFD, including earning potential, career growth opportunities, and market demand Address queries related to the MFD certification process, regulatory requirements, and necessary qualifications Motivate and guide the partners toward completing their enrollment in the training program Provide end-to-end support to the partners throughout the onboarding journey Collaborate with internal teams to ensure a seamless onboarding experience Requirements: Bachelor's degree in Finance, Business Administration, or a related field Strong communication and interpersonal skills 0 to 4 years of experience in sales, onboarding, or customer support in the product based company is a plus Fluent communication in Hindi and English Location: Chennai (Work from office) Show more Show less

AssetPlus is a leading fintech platform dedicated to empowering Mutual Fund Distributors (MFDs) across India. AssetPlus provides a range of financial products, including mutual funds, insurance, corporate fixed deposits, sovereign gold bonds, and the National Pension Scheme (NPS), all accessible through a single, user-friendly dashboard. The company offers a comprehensive, fully digital platform designed to streamline operations and enhance the efficiency of MFDs, enabling them to focus on building strong client relationships and facilitating wealth creation. Responsibilities: ● Communicating with clients and partners to offer operational assistance and ensure a seamless, hassle-free experience ● Assisting clients throughout their onboarding journey on the AssetPlus platform to ensure a great investment experience ● Providing efficient and accurate operational and product assistance to ensure partner and client satisfaction ● Coordinating with regulatory bodies and related entities to resolve any issues or queries that arise from clients/partner ● Being the sole POC for support needs of top clients ● Working closely with Sales, Operations, Tech, Product and other teams to quickly address and resolve queries ● Assisting clients and partners in building and growing their business Experience Range: 0 to 3 Years What are we looking for?: Must-Have: ● Strong verbal and written communication skills ● Basic knowledge of finance and zeal to learn and grow ● Team player with strong problem-solving and critical-thinking skills ● Excellent customer focus and proven analytical/problem-solving ability Good to Have: Behavioural Competencies: ● Actively listens, responds promptly, and accepts feedback graciously ● Has a clear and well-structured thought process and communicates effectively ● Provides constructive feedback to managers Functional Competencies: ● Delivers outcomes and resolutions on time, accurately, and independently ● Maintains composure in challenging situations Why Join Us? ● Be part of a leading fintech start-up that fosters a Learn & Grow culture ● Work in a fast-paced, dynamic environment where your contributions make a real impact ● Fast paced career growth ● Innovate at scale with endless learning opportunities ● If you're passionate about finance/mutual funds and their role in the high-growth fintech space, this is the place for you What Does Working at AssetPlus Look Like? ● Best in the Fintech Industry – Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions ● Exponential Career Growth – Accelerate your professional journey with opportunities to take on new challenges and responsibilities ● Building a Future Together – Be part of a company that values collaboration and long-term success ● Lucrative Roles & Industry Exposure – Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities ● Continuous Learning & Development – Enhance your knowledge through structured learning programs and real-world problem-solving ● Team Engagement & Culture-Building Activities – Participate in fun and engaging team events that foster collaboration and camaraderie ● Young & Vibrant Team – Work with passionate, driven individuals in an energetic work environment ● Employee Healthcare Benefits – Prioritizing your well-being with comprehensive health coverage Location: Chennai(Work from Office) Compensation: Based on experience and current CTC If you believe you’d be a great fit for this role, we’d love to hear from you! At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights. Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey. We can’t wait to show you what makes AssetPlus a great place to build your career! Show more Show less

Role – Inside Sales Specialist Key Responsibilities: • Perform cold calling to engage potential clients and generate leads • Understand and adapt to the product offerings, communicating them effectively to clients • Demonstrate persistence in following up with leads and achieving set targets • Schedule demos for potential clients by coordinating with the internal team • Keep internal teams updated with lead status, ensuring timely communication and coordination • Utilize CRM tools to maintain accurate records of client interactions and followups (experience with CRMs is a plus) Skills & Qualifications: • Prior experience in a client acquisition or Tele-calling role • Strong communication skills in Hindi and English (proficiency in additional languages is a plus) • Experience in the BFSI sector is a plus • Proactive, adaptable, and persistent in nature with a strong ability to learn quickly Why AssetPlus? • Exponential career growth in a sport span • Lucrative role and immense exposure to the industry • High scope for learning and knowledge development • Team engagement and culture-building activities • Young and vibrant team • Informal dress code • Well stocked pantry • Complimentary lunch • Regular team outings • Relocation assistance Show more Show less

Role Overview: We’re looking for a dynamic and driven Business Acquisition Manager with 4–5 years of experience in sales and business development, with proven success in cold calling across both Indian and international markets. This is a hands-on leadership role where you’ll not only lead a small team but also actively contribute to prospecting and closing deals. If you thrive in a fast-paced environment, enjoy making calls, and know how to motivate a team to hit ambitious targets, we want to hear from you. Responsibilities: Inbound Sales: Drive outreach via calls, emails, and WhatsApp to generate qualified leads and build a strong pipeline. Team Leadership: Manage a team of executives, ensuring performance KPIs are met through regular reviews, coaching, and performance tracking. Hands-on Execution: Make calls yourself—especially for high-potential accounts or to support your team during peak cycles. Pipeline Ownership: Oversee and maintain CRM hygiene, monitor deal progress, and ensure accurate forecasting. Collaboration: Work closely with marketing, business development, and leadership teams to improve outreach strategies and refine pitches. Requirements: 4–5 years of business development experience, with strong cold calling exposure. Experience selling to both Indian and international clients. Prior experience in team management or mentorship—even if informal is a bonus. Fluent communication skills in English and Hindi; additional languages are a bonus. Show more Show less

AssetPlus is seeking a creative and driven Social Media Associate to support our brand’s growing digital presence. This role is ideal for someone passionate about content, storytelling, and audience engagement, with 1–2 years of experience (including internships) and a strong interest in digital trends and tools. What You’ll Do Plan and execute social media content across platforms like LinkedIn, X (Twitter), YouTube, etc. Maintain a consistent brand voice and tone aligned with B2B communication best practices. Repurpose long-form content (blogs, webinars, case studies) into short, engaging posts. Track and report performance metrics such as impressions, reach, and engagement. Monitor trends and competitors to suggest new content ideas. Collaborate with the marketing team to align messaging with campaigns and updates. Manage and maintain a posting calendar for timely, consistent content. Experiment with diverse formats like polls, carousels, videos, and text posts. Support audience engagement by responding to messages and comments. What You Bring 1–2 years of experience managing or assisting social media for a brand or agency (internships count!) Basic understanding of B2B social media, especially LinkedIn and X (Twitter) Strong copywriting skills and attention to visual storytelling Familiarity with Canva or similar tools for basic creatives Curious, adaptable, and eager to stay updated on platform trends and tools Experience with social media scheduling tools like Buffer, Hootsuite, or Later is a plus Bonus: Experience tracking metrics via LinkedIn or Twitter Analytics Location: Chennai Compensation: The offered compensation package will be based on the candidate’s prior experience and current Cost to Company (CTC) Why Join Us? Shape the Future of Finance: Be part of a pioneering fintech company that's redefining the industry. Collaborate with Brilliant Minds: Work alongside a talented and passionate team. Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.

About the Role: We are looking for a knowledgeable and proactive Insurance Advisor to join our investment advisory team. In this role, you will serve as the go-to expert on insurance—educating clients, supporting advisors, and ensuring a seamless end-to-end insurance experience. You will take ownership of the insurance lead funnel, contribute to client closures, and work closely with internal insurance teams to keep product knowledge fresh and relevant. This role blends product expertise, client communication, and execution ownership—and plays a crucial part in helping our clients make well-informed protection decisions. Key Responsibilities Engage with prospective insurance clients to understand their needs and guide them through suitable insurance solutions (life, health, term, etc.) Act as the domain expert on insurance —advising both clients and internal teams on product features, riders, exclusions, premium quotes, and regulatory clauses Own the sales conversion process for insurance leads generated by our investment advisors—take full accountability for closing the loop from interest to issuance Maintain and track the insurance funnel , ensuring timely follow-ups and a high conversion rate Coordinate with our support team to ensure all post-sale processes - documentation, onboarding, and client servicing are running smoothly Liaise with the insurance division to stay updated on new products, underwriting norms, and operational protocols Requirements 2 - 4 years of experience in insurance advisory or insurance sales Strong knowledge of insurance products including life, health, and term plans, along with riders, policy clauses, and regulatory terms Sales ownership mindset —ability and willingness to take accountability for converting warm insurance leads into sales Excellent communication skills —able to clearly explain complex products to clients and handle objections confidently Strong coordination abilities to work effectively with internal advisors, operations teams, and the insurance division Client-first approach with high attention to detail in post-sale processes and documentation What Does Working at AssetPlus Look Like? ● Best in the Fintech Industry – Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions ● Exponential Career Growth – Accelerate your professional journey with opportunities to take on new challenges and responsibilities ● Building a Future Together – Be part of a company that values collaboration and long-term success ● Lucrative Roles & Industry Exposure – Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities ● Continuous Learning & Development – Enhance your knowledge through structured learning programs and real-world problem-solving ● Team Engagement & Culture-Building Activities – Participate in fun and engaging team events that foster collaboration and camaraderie ● Young & Vibrant Team – Work with passionate, driven individuals in an energetic work environment ● Employee Healthcare Benefits – Prioritizing your well-being with comprehensive health coverage If you believe you’d be a great fit for this role, we’d love to hear from you! At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights. Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey. We can’t wait to show you what makes AssetPlus a great place to build your career! Location: Chennai(Work from Office) Compensation: Based on experience and current CTC

About the Role: We’re looking for a dynamic and driven Business Development Manager to lead our on-ground financial awareness initiatives and forge meaningful connections that drive long-term growth. This role is ideal for someone who thrives in building relationships, has strong communication skills, and believes in the power of financial education to inspire action. You will be the face of our financial literacy and planning outreach efforts—spearheading sessions, driving engagement, and opening new offline acquisition channels. Key Responsibilities: Identify and qualify cohorts (e.g., corporate institutions, community networks, professional associations) interested in financial awareness or planning sessions. Engage with cohort leads/stakeholders to pitch and schedule financial wellness sessions with our team. Organize and conduct physical, in-person financial awareness workshops , representing AssetPlus and delivering high-quality, engaging talks. Position financial planning as a core life skill , while softly pitching AssetPlus’ value proposition during sessions. Work closely with the internal advisory/sales teams to handover warm leads generated from sessions for further conversion— note: sales closure is not part of this role . Develop and grow affiliate and strategic partnership channels , including marketing collaborations and third-party engagements. Provide regular feedback and insights from on-ground interactions to improve messaging, targeting, and product positioning. What We’re Looking For: 4-6 years of experience in business development, partnerships, or customer-facing roles Strong domain knowledge in personal finance, financial products, and markets is a must —you’ll be the first point of contact for many users, and must reflect the deep advisory ethos AssetPlus is known for Excellent communication and public speaking skills—you’re comfortable presenting to a room and fielding live Q&A with confidence Empathy-led approach to outreach, with a passion for financial literacy and client empowerment Self-starter attitude with the ability to work independently and drive initiatives end-to-end Willingness to travel for in-person sessions and meetings What Does Working at AssetPlus Look Like? ● Best in the Fintech Industry – Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions ● Exponential Career Growth – Accelerate your professional journey with opportunities to take on new challenges and responsibilities ● Building a Future Together – Be part of a company that values collaboration and long-term success ● Lucrative Roles & Industry Exposure – Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities ● Continuous Learning & Development – Enhance your knowledge through structured learning programs and real-world problem-solving ● Team Engagement & Culture-Building Activities – Participate in fun and engaging team events that foster collaboration and camaraderie ● Young & Vibrant Team – Work with passionate, driven individuals in an energetic work environment ● Employee Healthcare Benefits – Prioritizing your well-being with comprehensive health coverage If you believe you’d be a great fit for this role, we’d love to hear from you! At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights. Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey. We can’t wait to show you what makes AssetPlus a great place to build your career! Location: Chennai(Work from Office) Compensation: Based on experience and current CTC

Who We Are AssetPlus is a pioneering B2B2C wealth management platform based in India. Since 2016, we have empowered mutual fund distributors to seamlessly manage retail investments across diverse financial products like mutual funds, fixed deposits, and NPS. Our innovative approach simplifies wealth management and helps our partners grow with ease. Who We Are Looking For We are seeking a skilled and proactive DevOps Engineer to join our growing engineering team. You will play a critical role in ensuring smooth, secure, and efficient operations across our platform. As a DevOps Engineer at AssetPlus, you will work closely with developers, product managers, and leadership to streamline deployments, manage resources, and optimize infrastructure. If you thrive on solving complex operational challenges and enabling teams to deliver at scale, this role is for you! What Success Looks Like You will be successful in this role if you: Build and maintain robust monitoring and alerting systems, ensuring uptime and early detection of potential issues Manage developer permissions securely while balancing ease of access with compliance Drive cost and resource optimization initiatives, reducing unnecessary expenses while maintaining performance Establish and maintain secure, scalable networking and cloud infrastructure Create efficient, reliable deployment pipelines that minimize downtime and errors Take ownership of MongoDB database management, ensuring optimal performance, backups, and security Key Responsibilities Monitoring and Alerts Setup Design and implement monitoring systems to track application performance, health, and availability Configure automated alerts to proactively address potential problems Permission Management for Developers Set up and manage IAM roles, policies, and access control for developers and teams Regularly review and audit permissions to maintain compliance and security Cost and Resource Optimization Analyze cloud infrastructure costs and identify areas for optimization Implement autoscaling and right-sizing strategies for efficient resource usage Networking and Security Configure and maintain secure networking setups, including VPCs, subnets, and firewalls Ensure compliance with security best practices and implement robust systems for vulnerability management Deployment Pipelines Build and maintain CI/CD pipelines for smooth, automated deployments Optimize pipelines for speed, reliability, and rollback capabilities MongoDB Management Monitor and optimize MongoDB performance, ensuring high availability and minimal latency Manage backups, restoration, and version upgrades securely. What We Value In You Experience:Hands-on experience in DevOps roles, with a proven track record in cloud platforms AWS preferred) Technical Expertise:Proficiency in infrastructure as code (e.g., Terraform), CI/CD tools (e.g., Jenkins, GitHub Actions), and monitoring tools (e.g., Prometheus, Grafana) Problem-Solving:A proactive and resourceful mindset to tackle challenges in infrastructure, deployments, and optimization Collaboration:A team player who communicates effectively and works well with cross-functional teams Attention to Detail:A strong commitment to security, compliance, and system integrity. What We Offer A collaborative, innovative work environment where your contributions directly impact the success of our platform Opportunities for growth and professional development in a fast-paced startup Flexible work culture with the tools and resources you need to succeed. Ready to join us? If you are excited about building and maintaining the backbone of a high-impact wealth management platform, apply now and be a part of our journey to revolutionize the financial landscape in India.

Job Summary: As a Revenue Analyst, you will be responsible for the end-to-end process of brokerage and commission management for mutual funds, insurance and other products. If you’re great with numbers and an Excel-ninja while understanding that numbers and narrative should go hand-in-hand, you might be a right fit for the role while gaining great insight into the fintech ecosystem. Key Responsibilities: 1. Brokerage & Commission Management: Handle inflows and outflows of revenue, bring in standardization and structures, exception-handling mechanisms and ensure seamless flow month-on-month Margin management in line with planned budgets and structures Resolve discrepancies and edge-cases by coordinating with internal teams, close loops within a reasonable time frame Handle reconciliation of receipts and payouts, and resolve unreconciled items Handle escalations from sub-distributors - identify root cause and provide resolution while also improving the process Assist in monthly revenue payouts by collating exceptions, special requests and coordinating with the Finance & Analytics teams. 2. MIS Reporting: Prepare and maintain comprehensive MIS reports covering brokerage and commission details. Generate periodic reports for management, providing insights on revenue distribution and margins, and trend analysis 3. Process Improvement: Identify opportunities for process automation and efficiency enhancement in brokerage and commission management. Collaborate with internal teams to streamline reporting and reconciliation workflows. 4. Cross-functional collaboration : Handle queries and requests from internal teams surrounding revenue efficiently, ensuring clarity and control Handle periodical brokerage updates and internal communication around the same Qualifications: Bachelor's degree in Finance, Accounting, or related field- CA preferred 2+ years of experience in revenue management, financial analysis in the financial services industry Strong communication in English and Hindi Advanced Excel skills (pivots, formulae and speed) Excellent analytical and problem-solving skills Attention to detail and a high degree of accuracy (a very sharp eye required) Preferred Skills: Experience with wealth management, banking or distribution businesses. Basic knowledge of GST and the process involved (input tax, liability, filing, etc.) Location: Chennai (in-office) Employment Type: Full-time

We’re looking for a Marketing Specialist to drive user acquisition, platform adoption, and revenue growth through data-driven campaigns and automation. You’ll work closely with the sales, product, and design teams to enhance user engagement, and build scalable growth engines. Responsibilities: Collaborate with the internal teams to understand key performance metrics and tailor marketing strategies to drive MQLs and revenue. Design and implement structured communication cadences (emails, WhatsApp, in-app) to drive platform adoption and user engagement at the customer level. Build and own the complete automation workflow for lead nurturing, customer onboarding, upselling, and retention using CRM and marketing tools. Track and improve key customer KPIs such as adoption, engagement, and retention. Deliver measurable growth by helping users succeed with the platform. Work with design and content teams to generate pitch decks, case studies, landing pages, newsletters, and social media content that support growth initiatives. Plan and promote internal and external events, including campaigns for attendance, follow-ups, and conversion of participants into active users. Build and scale lead generation funnels, optimize CPLs, and drive conversions across different audience segments (ICPs) Requirements: 3–5 years of experience in marketing, growth, or demand generation roles Proven experience with event marketing, CRM tools, and marketing automation Ability to interpret sales and customer data to build actionable campaigns Strong ownership mindset and ability to work in fast-paced environments Excellent communication and coordination skills Experience working in a SaaS or product-led company is a plus Location: Chennai Compensation: The offered compensation package will be based on the candidate’s prior experience and current Cost to Company (CTC) Why Join Us? Shape the Future of Finance: Be part of a pioneering fintech company that's redefining the industry. Collaborate with Brilliant Minds: Work alongside a talented and passionate team. Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.

We’re looking for a seasoned Insurance Trainer to architect and deliver a best‑in‑class learning program for both our in‑house sales force and external partners. You’ll be the bridge between Product, Compliance, and Sales—owning end‑to‑end training strategy, content creation, classroom & field delivery, and outcome measurement across health and life insurance lines. Training Strategy & Program Design Own the annual insurance L&D roadmap—aligning curriculum with product launches, regulatory changes, and quarterly sales goals. Apply design‑thinking to uncover learner pain points and craft engaging, bite‑size, omni‑channel content (workshops, micro‑videos, e‑modules, roleplays). Delivery & Facilitation Deliver 12‑15 man‑days of in‑person training per month across Chennai HQ and partner hubs; supplement with webinars & LMS‑driven learning. Run monthly Partner Bootcamps—equipping MFDs to pitch, quote, and close both health & life policies. Coach AssetPlus reps via joint field work and call shadowing; model needs‑based selling & objection handling. Sales Enablement & Impact Ownership Embed tools, scripts, and calculators that convert training into qualified leads; target 25% uplift in partner‑generated insurance leads within 6 months. Track individual learner KPIs—conversion rate, average premium, cross‑sell ratio—and iterate programs to close gaps. Compliance & Certification Ensure 100% completion of IRDAI‑mandated certifications for staff & partners; maintain audit‑ready records. Design quarterly knowledge assessments (≥80 % pass rate) covering product, regulation, ethics. Measurement & Continuous Improvement Own the Insurance Learning & Community Dashboard – training coverage, NPS, lead uplift, policy issuance TAT, plus community forum metrics (monthly active users, average response time, engagement score). Run A/B experiments on content cadence and community nudges; harvest insights and publish quarterly impact reports to leadership. Stakeholder & Team Leadership Partner with Product, Marketing, and Tech to keep all content and enablement assets up‑to‑date with launches and regulatory changes. Launch, moderate, and grow a dedicated online Insurance Community Forum (WhatsApp groups / LMS) for MFD partners and internal sellers; curate FAQs, success stories, and peer‑learning threads with a goal of >70 % monthly active participation. Organise quarterly AMA clinics with underwriters and product managers inside the forum; surface field questions and funnel insights back to Product. Mentor a small team of trainers; scale capacity through a Train‑the‑Trainer programme that certifies community champions as co‑facilitators. Location: Chennai Compensation: The offered compensation package will be based on the candidate’s prior experience and current Cost to Company (CTC) Why Join Us? Shape the Future of Finance: Be part of a pioneering fintech company that's redefining the industry. Collaborate with Brilliant Minds: Work alongside a talented and passionate team. Accelerate Your Career: Gain invaluable experience and opportunities for professional growth.

As a skilled and experienced video editor, you will be an integral part of our marketing team. Your primary responsibility will be to shoot and edit high-quality videos that align with our brand guidelines and objectives. You will collaborate with team members to understand project requirements and deliver creative videos with appealing graphics. Your day-to-day tasks will include editing and assembling raw footage into polished videos, applying video effects, transitions, and graphics to enhance visual appeal, and conducting quality checks to ensure error-free videos. You will also be responsible for shooting videos using professional equipment, managing the video library, and staying updated with the latest video editing and shooting techniques. To excel in this role, you must have proficiency in video editing software such as Adobe Premiere Pro, Adobe After Effects, or similar tools. Strong video shooting skills, knowledge of video production processes, and understanding of graphic design principles are essential. Experience in digital advertising, social media engagement, conceptual development, and the overall creative process would be advantageous. We are looking for a detail-oriented individual who can thrive in a fast-paced, deadline-driven environment. Excellent communication and teamwork skills are crucial for effective collaboration with cross-functional teams. A portfolio or reel showcasing your previous video editing and shooting work, along with a solid understanding of visual design disciplines, will be highly valued. If you are passionate about creating visually engaging videos and have the technical skills required for this role, we encourage you to apply. Join our team and contribute to our exciting projects as we elevate our brand through compelling video content.,

You are a skilled and experienced video editor who will be joining our marketing team. Your primary responsibility will be to shoot and edit high-quality videos that align with our brand guidelines and objectives. You will collaborate with team members to understand project requirements and deliver creative videos with appealing graphics. Utilizing professional equipment, you will shoot videos to ensure high-quality footage and capture the desired vision. Applying video effects, transitions, and graphics will enhance the overall visual appeal of the videos. Thorough quality checks will be conducted to ensure the videos meet technical specifications and are error-free. Staying updated with the latest video editing and shooting techniques, tools, and trends is essential. Managing and organizing the video library for easy access and retrieval of video assets is also part of the role. Collaboration with cross-functional teams to meet project deadlines and deliver exceptional video content is key. Experience in digital advertising, social media engagement (YouTube, Instagram & Facebook), conceptual development, and the overall creative process is desired. You should have proficiency in video editing software such as Adobe Premiere Pro, Adobe After Effects, or similar tools (Adobe Photoshop and Illustrator are value-added). Strong video shooting skills and experience in operating video cameras, lighting, and audio equipment are required. Knowledge of video production processes, including pre-production, production, and post-production stages, is essential. Understanding graphic design principles and experience in creating motion graphics is a plus. Excellent attention to detail and the ability to work in a fast-paced, deadline-driven environment are crucial. Strong communication and teamwork skills are necessary to collaborate effectively with cross-functional teams. A portfolio or reel demonstrating previous video editing and shooting work is expected. An excellent understanding of visual design disciplines (typography, composition, iconography, color, layouts) is also important. If you are passionate about creating visually engaging videos, have a keen eye for detail, and possess the necessary technical skills, we would love to hear from you. Join our team and be part of our exciting projects as we continue to elevate our brand through compelling video content.,

As an Insurance Trainer, you will play a crucial role in delivering a top-notch learning program tailored for our internal sales team and external partners. Your expertise in insurance products will be instrumental in translating complex information into compelling narratives that highlight the value proposition. Your core responsibilities will revolve around conducting high-quality training sessions, providing sales coaching, and ensuring that all educational activities contribute to enhancing sales performance while adhering to strict compliance standards. You will be responsible for delivering 12-15 man-days of in-person training sessions each month at our Chennai headquarters and partner locations, supplemented by engaging webinars and learning modules on our Learning Management System (LMS). Additionally, you will run monthly Partner Bootcamps to equip partners with the necessary skills to effectively promote and sell both health and life insurance policies. Your role will also involve coaching sales representatives through joint fieldwork and call shadowing to enhance their selling techniques and objection handling skills. Collaboration is key, as you will work on creating various types of content such as workshops, micro-videos, e-modules, and roleplays to ensure engaging and informative learning experiences. Maintaining compliance is vital, and you will be responsible for overseeing the completion of IRDAI-mandated certifications for all staff and partners, as well as designing and administering quarterly knowledge assessments. To excel in this role, you must have at least 10 years of experience in insurance Learning & Development, with a strong background in health and life insurance products. Deep knowledge of IRDAI regulations and distributor channels is essential, along with excellent facilitation, storytelling, and data-driven coaching skills. You should also possess the ability to mentor other trainers and scale team capacity effectively. Experience with Learning Management Systems (LMS) or digital learning asset creation, as well as proficiency in Tamil or Hindi, are considered advantageous. As a successful candidate, you will demonstrate empathetic coaching, strategic thinking, and a proactive approach to achieving outcomes rather than just delivering presentations. In the first three months, your success will be measured by delivering the initial Partner Bootcamps and achieving high adoption rates of the pilot LMS playlist among AssetPlus sales reps. By the sixth month, a significant percentage of partners should be certified on the Health & Life curriculum, leading to a 15% increase in average premium for closed policies. Within a year, you will have contributed to establishing the AssetPlus Insurance Academy as a reputable and IRDAI-compliant center of excellence with a flawless certification record. Join us at AssetPlus to make a substantial impact on India's insurance landscape by influencing over 13,000 MFDs and contributing to closing the protection gap in the country. Embrace our outcome-focused culture where ideas are valued based on merit, and be part of our exciting journey of rapid expansion into the insurance sector. If you are ready to redefine insurance learning and drive meaningful change in the industry, we invite you to apply now and be part of our dynamic team.,

As a Revenue Analyst, you will play a crucial role in managing the brokerage and commission processes for various financial products like mutual funds and insurance. Your expertise in numbers and Excel skills will be essential in ensuring the seamless flow of revenue while maintaining accuracy and standardization. By collaborating with internal teams and focusing on process improvements, you will not only resolve discrepancies but also enhance efficiency in revenue management. Your key responsibilities will include handling revenue inflows and outflows, managing margins according to planned budgets, and resolving any discrepancies or escalations effectively. You will also be responsible for preparing detailed MIS reports, offering insights on revenue distribution and trends, and identifying opportunities for process automation to streamline operations. To excel in this role, you should possess a Bachelor's degree in Finance or Accounting, with CA preferred, along with at least 2 years of experience in revenue management within the financial services industry. Strong communication skills in English and Hindi, advanced Excel proficiency, and excellent analytical abilities are essential. Attention to detail, problem-solving skills, and the ability to collaborate effectively with cross-functional teams will be crucial for success. Ideally, you will have experience in wealth management, banking, or distribution businesses, and a basic understanding of GST processes. This role is based in Chennai and requires your presence in the office full-time. If you are looking to gain valuable insights into the fintech ecosystem while making a significant impact on revenue management, this role might be the perfect fit for you.,

Responsibilities Recruiting, screening and training new and existing POSp agents Analyzing performance and drawing up action plans Establishing strong relationships with staff and clients Setting and monitoring sales objectives Providing sales strategies, feedback, and marketing plans Contributing to meeting sales targets Keeping up-to-date with industry developments Following agency regulations, guidelines, and policies, and ensuring that staff do the same Researching current industry/market trends and using knowledge for business improvement Requirements Sales acumen Solid understanding of policies and products Ability to mentor team members Excellent interpersonal skills Sales experience in an Insurance-based company Languages: English and Hindi are mandatory

The responsibilities for this role include recruiting, screening, and training new and existing POSp agents. You will be responsible for analyzing performance, establishing action plans, and setting and monitoring sales objectives. Building strong relationships with both staff and clients is crucial, along with providing sales strategies, feedback, and marketing plans. Your contribution to meeting sales targets and staying updated with industry developments will be essential. Additionally, you will need to ensure compliance with agency regulations, guidelines, and policies, and encourage staff to do the same. Researching current industry and market trends to enhance business improvement is also a key part of this role. To be successful in this position, you should have sales acumen, a solid understanding of policies and products, and the ability to mentor team members. Excellent interpersonal skills are required, along with previous sales experience in an Insurance-based company. Proficiency in English and Hindi is mandatory for this role.,