4 Investor Education Jobs

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20.0 - 22.0 years

0 Lacs

pune, maharashtra, india

On-site

As Head Marketing, you will shape how Oaklane Capital is perceived by the investing public. This is not a conventional marketing role. You will lead a compliance-aligned brand strategy that balances clarity, credibility, and long-term trust with zero tolerance for product glamour or short-term hype. You will craft campaigns that elevate investor understanding, not just drive inflows rooted in the values of simplicity, compounding, and informed decisions. Key Responsibilities Marketing Strategy & Brand Positioning Content & Client Communication Investor Education & Value Messaging Digital Marketing & Performance Analytics Cross-functional & Partner Collaboration Client-Centric Marketing Frame...

Posted 2 weeks ago

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4.0 - 8.0 years

0 Lacs

haryana

On-site

As a Senior Analyst Mutual Funds at INDmoney, you will be responsible for conducting in-depth research and analysis on Indian mutual funds, including their performance, risk factors, and investment strategies. Your role will involve evaluating fund managers, investment styles, and portfolio holdings to generate actionable insights. Additionally, you will monitor market trends, regulatory updates, and macroeconomic factors that impact mutual funds. Your responsibilities will also include creating high-quality content such as articles, blogs, reports, and videos for the INDmoney platform. Engaging with the community through webinars, podcasts, and investor education initiatives is another cruc...

Posted 1 month ago

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0.0 - 4.0 years

0 Lacs

maharashtra

On-site

The job involves conducting risk profiling and goal-based planning for clients, recommending mutual fund portfolios, executing transactions, and reviewing them periodically. You will be responsible for maintaining client records, ensuring KYC compliance, and following up on schedules. Your key objectives will include achieving growth in Assets Under Management (AUM), meeting SIP targets, and retention metrics. Additionally, you will be expected to conduct investor education webinars and seminars. This is a full-time position suitable for freshers. The work location is in person. To apply, visit btwgroup.co/careers. If you have any queries or need more information, you can speak with the empl...

Posted 1 month ago

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12.0 - 16.0 years

0 Lacs

maharashtra

On-site

About Finlabs Finlabs is a dynamic fintech solutions company that is revolutionizing the way individuals interact with wealth management, financial literacy, and learning. The company offers innovative products such as FinAware (Investor Awareness Programs), Finexa (wealth management), and LearnGenie (digital learning), collaborating with AMCs, banks, BFSI players, and corporates to provide scalable, compliant, and engaging solutions. The work culture at Finlabs embodies a startup ethos: characterized by a flat hierarchy, rapid decision-making processes, and an absence of bureaucratic hurdles. The team comprises young, motivated, and collaborative individuals dedicated to addressing real-wor...

Posted 1 month ago

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