Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India. Job Responsibilities: Transaction Execution: Post client transactions (purchase, redemption, SIP, STP, SWP, etc.) accurately on BSE StAR MF and NSE NMF II platforms. Handle both online and physical transaction uploads where applicable. Reporting & Reconciliation: Prepare daily transaction status reports for internal and client communication. Generate and reconcile reports from BSE/NSE platforms and RTA (CAMS/KFintech) systems. Communication & Coordination: Coordinate with Relationship Managers and clients for transaction clarifications or missing details. Share confirmation screenshots or reports with relevant stakeholders after execution. Compliance & Documentation: Ensure transactions are executed within prescribed cut-off times and comply with regulatory norms. Maintain proper digital/physical documentation of executed transactions and approvals. System Updates: Update client records and track pending transactions, rejections, or errors for resolution. Monitor and escalate system issues or downtime in portals, if any. Qualifications Graduate in Commerce, Finance, or related field. 1–3 years of experience in mutual fund transaction processing preferred. Familiarity with BSE StAR MF and NSE NMF II platforms. Working knowledge of MS Excel (Intermediate to Advanced Level). Attention to detail, time management, and ability to work under pressure. Basic knowledge of mutual fund products and processes.
Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India. About the Role: We are looking for a talented and creative Videographer with strong editing skills to join our team. The ideal candidate should have a keen aesthetic eye , a passion for storytelling through visuals, and excellent command of English —both spoken and written. You will be responsible for planning, shooting, editing, and delivering high-quality video content for various platforms, including social media, websites, campaigns, and internal communications. Key Responsibilities: Conceptualize, storyboard, and shoot engaging video content (product, promotional, social, BTS, testimonials, etc.) Edit and assemble raw footage into polished final cuts with clean transitions, color grading, sound mixing, and motion graphics Maintain a consistent brand tone, aesthetic, and style across all content Collaborate with the marketing, design, and content teams to meet creative goals Stay updated on current trends in video production and social media aesthetics Manage video equipment, lighting setups, and shooting logistics Optimize video formats and resolutions for different platforms (YouTube, Instagram, LinkedIn, etc.) Required Skills & Experience: 2+ years of hands-on experience in videography and post-production Strong editing skills using tools like Adobe Premiere Pro and Final Cut Pro A solid sense of aesthetics—framing, color, lighting, typography, and visual storytelling Excellent communication skills in English (both written and spoken) Ability to work independently and under tight deadlines Creative mindset with strong attention to detail Experience in shooting with DSLR/mirrorless cameras and basic lighting setups
Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India. Role Description This is a full-time, on-site role for a Sales Executive based in Chennai. The Sales Executive will be responsible for driving sales and achieving targets, developing and maintaining client relationships, identifying new business opportunities, and providing exceptional customer service. Daily tasks include conducting market research, preparing sales reports, and collaborating with the marketing team to develop sales strategies. The role may also involve traveling for client meetings and industry events. Qualifications Sales, Business Development, and Relationship Management skills Excellent Communication, Negotiation, and Presentation skills Market Research and Analytical skills Customer Service Orientation Bachelor's degree in Business, Marketing, or related field Proven experience in a sales role, preferably in the finance or investment industry Ability to work independently and as part of a team Proficiency with CRM software and Microsoft Office Suite
Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India. Role Description This is a full-time, on-site role for a Sales Executive based in Chennai. The Sales Executive will be responsible for driving sales and achieving targets, developing and maintaining client relationships, identifying new business opportunities, and providing exceptional customer service. Daily tasks include conducting market research, preparing sales reports, and collaborating with the marketing team to develop sales strategies. The role may also involve traveling for client meetings and industry events. Qualifications Sales, Business Development, and Relationship Management skills Excellent Communication, Negotiation, and Presentation skills Market Research and Analytical skills Customer Service Orientation Bachelor&aposs degree in Business, Marketing, or related field Proven experience in a sales role, preferably in the finance or investment industry Ability to work independently and as part of a team Proficiency with CRM software and Microsoft Office Suite Show more Show less
Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India. About the Role: We are looking for a talented and creative Videographer with strong editing skills to join our team. The ideal candidate should have a keen aesthetic eye , a passion for storytelling through visuals, and excellent command of English —both spoken and written. You will be responsible for planning, shooting, editing, and delivering high-quality video content for various platforms, including social media, websites, campaigns, and internal communications. Key Responsibilities: Conceptualize, storyboard, and shoot engaging video content (product, promotional, social, BTS, testimonials, etc.) Edit and assemble raw footage into polished final cuts with clean transitions, color grading, sound mixing, and motion graphics Maintain a consistent brand tone, aesthetic, and style across all content Collaborate with the marketing, design, and content teams to meet creative goals Stay updated on current trends in video production and social media aesthetics Manage video equipment, lighting setups, and shooting logistics Optimize video formats and resolutions for different platforms (YouTube, Instagram, LinkedIn, etc.) Required Skills & Experience: 2+ years of hands-on experience in videography and post-production Strong editing skills using tools like Adobe Premiere Pro and Final Cut Pro A solid sense of aesthetics—framing, color, lighting, typography, and visual storytelling Excellent communication skills in English (both written and spoken) Ability to work independently and under tight deadlines Creative mindset with strong attention to detail Experience in shooting with DSLR/mirrorless cameras and basic lighting setups
Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India. Job Overview: We are seeking a proactive and detail-oriented CRM Administrator to manage, configure, and optimize our Customer Relationship Management (CRM) system. This role is essential in ensuring smooth CRM operations, maintaining data integrity, and supporting cross-functional teams in achieving business growth. The CRM Administrator serves as a critical link between business users and technical teams, enabling efficient sales, marketing, and customer service processes. Key Responsibilities: System Administration Maintain and update the CRM system to ensure performance, reliability, and uptime. Conduct regular audits, data clean-up, and deduplication processes. Manage and support integrations with other business applications. Customization & Reporting Configure custom fields, workflows, dashboards, and reports tailored to user and business needs. Develop and maintain automated processes to enhance team productivity and system efficiency. User Management & Support Set up and manage user accounts, roles, and access permissions. Provide ongoing support, troubleshooting, and training to CRM users. Serve as the first point of contact for CRM-related issues and requests. Collaboration & Continuous Improvement Collect user feedback to inform and implement CRM system improvements. Work closely with sales, marketing, customer service, and IT teams to align CRM capabilities with business requirements. Documentation & Compliance Maintain accurate and up-to-date CRM system documentation. Ensure data backups are conducted regularly and systems comply with data protection and privacy regulations. Qualifications: Bachelor’s degree in Information Technology, Business, or a related field (preferred). Minimum of 2 years of experience in CRM administration (Salesforce, Microsoft Dynamics, HubSpot, or similar platforms). Strong knowledge of CRM data models, reporting tools, and workflow automation. Demonstrated ability to support business teams and deliver effective user training. Excellent problem-solving, analytical, and communication skills. High attention to detail with a commitment to data quality and accuracy.
Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India. Role Overview Are you passionate about helping individuals achieve their financial goals? Join our Wealth Management Division as a Financial Planning & Investment Specialist . As a trusted professional, you'll guide resident Indians and NRIs through every stage of the financial planning process, from strategy development to implementation across diverse investment avenues. This role involves regular client interaction, preparing customized and complex planning reports, and working with multidisciplinary teams. Key Responsibilities Engage closely with clients to understand and address their unique financial needs and aspirations. Draft comprehensive, tailored financial plans including tax, estate, risk, and retirement strategies. Implement financial plans utilizing equities, mutual funds, fixed income, and alternative investments. Advise both NRI and resident Indian clients, managing regulatory and cross-border planning. Prepare detailed, sophisticated financial planning reports and presentations. Collaborate with teams in research, operations, compliance, and support for seamless client service. Flexible work schedule to suit client communication needs. Requirements Freshers and candidates with 2–3 years' experience in financial planning, wealth management, or investment roles. CFA, CWM, CFP, MBA (completed or currently pursuing) will be preferred. Mandatory: NISM-Series-X-A (Investment Adviser Level 1) & NISM-Series-X-B (Investment Adviser Level 2) certifications. Excellent proficiency in Microsoft Excel and Microsoft Office Suite. Exceptional verbal and written English communication. Ability to coordinate within cross-functional teams and adapt to different client communication timings. Strong analytical skills and aptitude for drafting detailed planning strategies and reports.
ithoughtconnect is dedicated to investor education and enhancing awareness through social media platforms and hands-on workshops in multiple languages. The company, founded by Shyam Sekhar, manages brands such as Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends with a commitment to improving financial literacy. Based in Chennai, Tamil Nadu, India, ithoughtconnect aims to assist investors in achieving significant financial milestones. We are looking for a passionate and client-focused Registered Investment Advisor (RIA) to join our team. As an RIA, you will be responsible for providing comprehensive financial planning, investment advice, and wealth management services to individuals, families, and institutional clients. The ideal candidate will be dedicated to helping clients reach their financial goals through transparent, fiduciary, and personalized advice. Key Responsibilities: - Cultivate and nurture long-term relationships with clients by offering tailored investment and financial planning guidance. - Evaluate clients" financial objectives, risk tolerance, and existing portfolios to create suitable investment strategies. - Develop and oversee diversified investment portfolios in line with fiduciary standards and client goals. - Perform regular portfolio assessments and rebalancing. - Keep abreast of market trends, financial products, and regulatory modifications. - Ensure all advisory activities comply with SEC/FINRA regulations and company policies. - Maintain precise and timely records of client interactions and investment choices. - Collaborate with internal team members, including analysts, planners, and client service associates. - Educate and advise clients on retirement planning, tax strategies, estate planning, and other financial topics. - Utilize financial planning software and CRM systems to monitor client progress and streamline workflows. Qualifications: - Bachelor's degree in Finance, Economics, Accounting, or a related field. - Must hold the Registered Investment Advisor (RIA) designation or be associated with an RIA firm. - Series 65 license (or Series 7 and 66) required. - CFP, CFA, or other relevant certifications are highly desirable. - At least 3 years of experience in investment advisory or financial planning. - Extensive knowledge of investment products, asset allocation, and risk management. - Excellent interpersonal and communication skills with a client-centric approach. - Strong ethical values and a fiduciary mindset in client relationships. - Proficiency in financial planning tools (e.g., eMoney, MoneyGuidePro), portfolio management platforms, and CRM systems.,
Company Description ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India. Role Description This is a full-time on-site role for an Insurance Consultant located in Chennai. The Insurance Consultant will be responsible for providing consulting services to clients, assessing their insurance needs, and offering tailored insurance solutions. Daily tasks include evaluating financial risks, advising on appropriate insurance coverage, maintaining client relationships, and ensuring excellent customer service. You will work closely with clients to understand their requirement and provide them with suitable insurance options. Key Responsibilities: Possess sound knowledge of insurance products across Life, General, and Health categories Advise clients on suitable insurance solutions based on their specific requirements Provide comprehensive support during the claims process to ensure timely and efficient settlements Ensure adherence to regulatory and compliance standards, including accurate documentation and timely filings Assist with commission reconciliation processes and maintain accurate records Manage and support the policy renewal process to ensure uninterrupted coverage for clients Conduct periodic reviews of client insurance portfolios and drive awareness through events, workshops, and digital content Collaborate on product development initiatives, process enhancements, and team capability building Required Qualifications: Requirement: IRDA exam for Role of Specific Person. Freshers willing to learn are welcome to apply. Bachelor’s or master’s degree in finance, Economics, Business, or a related field preferred. Good understanding of Insurance and Finance in general. Excellent communication, and client relationship management skills. Proficiency with Microsoft Excel and Powerpoint for analysis and reporting.