Certified Financial Advisor / Relationship Manager BTW Visa Services India Pvt Ltd

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 employer at +91 9503776369.,

Posted 3 days ago

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Investor Education Partnerships Coordinator Finlabs India Pvt Ltd

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-world challenges. While headquartered in Mumbai (BKC) and London, the impact of Finlabs extends across India and beyond. The Role Finlabs is seeking a dynamic and well-organized Investor Education Partnerships Coordinator to spearhead client relationships, oversee large-scale Investor Awareness Programs (IAPs), and drive outreach within the BFSI sector. The incumbent will collaborate with leading AMCs, banks, and financial institutions to ensure they derive maximum value from FinAware, consequently expanding the company's footprint. Key Responsibilities - Manage Client Relationships: Serve as the primary point of contact for clients utilizing FinAware. - Conduct Product Walkthroughs: Deliver seamless demonstrations of the product and platform to potential clients. - Plan and Execute IAPs: Coordinate scheduling, trainers, logistics, and delivery for both online and offline sessions. - Data Analysis and Reporting: Monitor program performance on FinAware and furnish valuable insights to clients. - Continuous Research: Engage in ongoing research to assess financial literacy programs. - Ensure Compliance: Align all initiatives with SEBI regulations and uphold comprehensive audit trails. Qualifications - Experience: A minimum of 12 years in client servicing, program coordination, BFSI sales, or investor education (financial literacy exposure is advantageous). - Skills: - Excellent communication and presentation abilities (proficiency in English required; knowledge of Hindi/Marathi is beneficial). - Strong coordination, organizational, and attention-to-detail skills. - Proficient in MS Excel, PowerPoint, and online meeting tools. - Adept at building relationships and engaging with individuals. - Personal Attributes: Proactive, adaptable, and enthusiastic about learning in a dynamic environment. Benefits of Working at Finlabs - Entrepreneurial Environment: Opportunity to experiment with ideas, assume ownership, and grow rapidly. - Vibrant Team: Collaborate with passionate, driven individuals who share a common goal. - Impactful Mission: Contribute to enhancing financial literacy in India. - Extensive Networking: Establish connections with industry leaders from prominent BFSI brands. Perks - Competitive salary with performance incentives. - Direct exposure to CXOs and decision-makers in the BFSI sector. - Agile and flexible work environment. - Promising career growth prospects in fintech and investor education. To apply for the position of Investor Education Partnerships Coordinator, please send your application to ritwika.r@finlabsindia.com with the subject line: Application - Investor Education Partnerships Coordinator.,

Posted 3 days ago

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