Responsibilities: * Attend client calls and explain the importance of financial planning. * Creating Financial Planning to onboarded cleints * Manage client portfolios. * Collaborate with clients on investment planning strategies Performance bonus
Edit finance videos with engaging visuals & clear storytelling. Master Adobe Premiere, After Effects, Photoshop for animations/graphics. Simplify complex data using charts/infographics. Optimize videos for YouTube trends & audience retention. Required Candidate profile Proficiency in Adobe Premiere Pro, After Effects, and Photoshop. Strong motion graphics and animation skills. Creative mindset with an eye for color grading, typography, and visual storytelling.
Responsibilities: Create motion graphics using Adobe for youtube video. Deliver final products within deadlines Collaborate with team on project concepts Edit videos with Adobe Premiere Pro
Role & responsibilities Conduct daily in-depth mutual fund analysis using our proprietary algorithm Monitor fund performance, returns, and benchmark tracking Review mutual fund NAV charts to identify technical patterns and entry points Track key macroeconomic trends (interest rates, inflation, global markets) and connect them to fund strategies Identify underperforming funds and suggest data-driven reallocation Perform fundamental analysis of key holdings within fund portfolios Highlight red flags (e.g., high debt, declining ROE) and value opportunities Prepare short, simplified LinkedIn, Twitter, and Instagram content around mutual fund trends, macro insights, and market analysis Collaborate with the sales, operations, and marketing teams to align research with client-facing strategies Preferred candidate profile Proficient in Microsoft Excel strong command over formulas, VLOOKUP, pivot tables, charts, and data visualization Strong analytical and logical thinking skills – ability to independently derive insights from large data sets Good with numbers and financial data interpretation Ability to simplify complex financial concepts into actionable and easy-to-understand insights Excellent communication and explanation skills , both written and verbal Detail-oriented and self-motivated with a strong sense of ownership
We are looking for a proactive, performance-driven digital marketer who understands the intersection of content, data, and conversions. The ideal candidate will be comfortable working with founders, researchers, and video teams to turn YouTube content into a lead-generating machine. Role & responsibilities Research and suggest monthly YouTube video topics that align with our Mutual Funds Telugu channel Track YouTube performance weekly and optimize future topics based on data Plan and execute lead generation funnels (Lead Magnet Tripwire Appointment Sale) Design and manage email campaigns (ConvertKit/Mailchimp) Coordinate WhatsApp campaigns and automation flows Run and monitor paid ads on Meta and Google Track CTRs and open rates for lead magnets and appointment links Coordinate with the founder, Research analyst, and video editor for better results Required Skill-set: Self-motivated with a bias for action thrives in a fast-paced startup environment and takes ownership without waiting for instructions Strong analytical and problem-solving abilities — understands marketing metrics, funnel drop-offs, and can act on insights Excellent communication & teamwork skills — able to collaborate with the founder, research analysts, and content/video teams Proficiency in both organic and paid marketing strategies — experience with SEO, YouTube growth, Meta Ads, and Google Ads. Result-driven mindset — focused on outcomes and conversions, not just campaign execution Willingness to grow with us in Visakhapatnam — passionate about building something meaningful in our city.