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About AssetPlus

We are the fastest growing platform for Mutual Fund Distributors in India. To Partner with AssetPlus click https://bit.ly/4cpGBlF

Interesting Job Opportunity: Valueplus Technologies - Investment Strategist

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

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)

Customer Success Manager

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

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

Client Relationship Specialist

Chennai, Tamil Nadu, India

2 years

Not disclosed

On-site

Full Time

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

Customer Onboarding Specialist

Chennai, Tamil Nadu, India

0 - 4 years

Not disclosed

On-site

Full Time

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

Customer Service Associate

Chennai, Tamil Nadu, India

0 - 3 years

Not disclosed

On-site

Full Time

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

Inside Sales Specialist

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

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

Business Acquisition Manager

Chennai, Tamil Nadu, India

5 years

Not disclosed

On-site

Full Time

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

Insurance Associate

Chennai, Tamil Nadu, India

2 - 4 years

None Not disclosed

On-site

Full Time

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

Business Development Manager

Chennai, Tamil Nadu, India

4 - 6 years

None Not disclosed

On-site

Full Time

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

Social Media Associate

Chennai, Tamil Nadu, India

2 years

None Not disclosed

On-site

Full Time

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.

DevOps Engineer

Chennai, Tamil Nadu, India

0 years

None Not disclosed

On-site

Full Time

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.

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AssetPlus

AssetPlus

AssetPlus

|

Financial Services

Chennai

51-200 Employees

11 Jobs

cta

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