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0.0 - 1.0 years
3 - 4 Lacs
Chennai
Work from Office
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 support 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 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 & daily lunch Regular team outingsculture-building What we are looking for? Enterprising and adaptive to the culture Interest in financial markets and products Self-driven and motivated Creative and Solution oriented Fluent in English and Hindi Preferrably Freshers
Posted 1 week ago
10.0 - 14.0 years
12 - 22 Lacs
Mumbai
Work from Office
Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile. -Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic solutions. -Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. -Offer continous support to the clients throughout the year, addressing any questions. Work experience: -Relevant work experience with wealth/financial planning products or in client-facing wealth management -Ability to operate in a team-oriented and collaborative environment -Self motivated, flexible and adaptable in an ever-changing environment -Excellent interpersonal and communication skills Commitment to personal and professional development Academic background: Chartered Accountant or Top Tier MBA (Optional) CFP/ CWM or CFA Level 2 cleared/ CFA Level 3 candidates
Posted 2 weeks ago
8.0 - 13.0 years
8 - 13 Lacs
Bengaluru
Work from Office
PhonePe is Indias leading digital payments platform with 400 million registered users and 32 million registered Merchants. Using PhonePe, users can send and receive money, recharge mobile, DTH, and data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app, and offered money transfers to individuals and merchants, recharges, and bill payments to begin with. In 2017, PhonePe forayed into financial services with the launch of digital gold, providing users with a safe and convenient option to buy 24-karat gold securely on its platform. PhonePe has since launched Mutual Funds and Insurance products like tax-saving funds, liquid funds, international travel insurance, and Corona Care, a dedicated insurance product for the COVID-19 pandemic, among others. At PhonePe, we take extra care to make sure you give your best at work, every day! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about technology is a big part of being at PhonePe. Share. Market is the stock broking initiative launched by PhonePe in 2023. It is an online investment & trading app where users can explore and invest in stocks, ETFs, WealthBaskets, Mutual Funds, Derivatives and more. Share. The market is here to revolutionize how India invests in the share market. We focus on intelligent investing, thereby enabling our customers to make informed decisions using technology-driven tools, enhancing their awareness through education-focused rich content, and ever ever-evolving product landscape Role Overview We are seeking a dynamic and experienced Head of Content and Education to lead our content strategy and educational initiatives. This individual will play a pivotal role in shaping the narrative of Share.Market, working closely with various teams including Growth, Research, Product, Public Relations, Compliance, etc. The ideal candidate will have deep expertise in finance, a flair for content creation, and the ability to translate complex financial concepts into engaging and accessible content across multiple channels. Key Responsibilities Content Strategy and Development Develop and execute a comprehensive content strategy that aligns with the company's business goals and enhances the firms brand presence Create and curate high-quality content across various platforms, including blogs, newsletters, social media, webinars, videos, and educational modules Identify trending topics and emerging themes in finance and the stock market to keep content relevant and timely Educational Initiatives: Develop educational materials, such as e-books, online courses, and video tutorials, to support investor education Produce in-depth research, write scripts for videos, and market analyses that provide actionable insights Impart finance-based training to internal teams like customer success, QA, engineers, etc, for their better understanding and functionality Collaboration and Coordination Work closely with the research team to ensure content is data-driven and reflects the latest market trends and insights Partner with the product team to understand existing and upcoming features and hence create content that markets them Liaise with compliance to ensure all content adheres to regulatory guidelines and standards Collaborate with the PR team to promote content and educational initiatives through various media outlets Content Creation and Editing Lead content creation efforts, including writing, editing, and producing written, visual, and video content Oversee the design and production of videos, infographics, and other multimedia content that enhances user engagement Ensure all content is consistent with the companys brand voice, tone, and style Market Monitoring and Analysis Stay abreast of developments in the Indian stock market and global financial markets, using this knowledge to inform content and educational strategies Analyze financial news and market data to provide timely and insightful commentary across Sharedotmarkets platforms Team Leadership Manage a team of content creators, designers, and video editors, providing mentorship and guidance to drive quality and innovation Foster a culture of continuous learning and improvement within the content and education team Key Requirements 8+ years of experience in content creation, financial education, or a related field within the finance industry In-depth knowledge of finance, particularly in areas like equity research, personal finance, and market analysis Strong writing, editing, and storytelling skills, with the ability to simplify complex financial concepts Proficiency in multimedia content creation, including text-based, video production and graphic design Ability to collaborate cross-functionally and work with diverse teams to achieve business objectives Up-to-date with financial markets, regulatory changes, and industry trends, particularly in the Indian context Excellent leadership and project management skills CFA Charterholder / Level 3 candidate or MBA from a Tier-1 College in India PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy
Posted 3 weeks ago
8 - 13 years
8 - 13 Lacs
Bengaluru
Work from Office
About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! PhonePe is Indias leading digital payments platform with 400 million registered users and 32 million registered Merchants. Using PhonePe, users can send and receive money, recharge mobile, DTH, and data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app, and offered money transfers to individuals and merchants, recharges, and bill payments to begin with. In 2017, PhonePe forayed into financial services with the launch of digital gold, providing users with a safe and convenient option to buy 24-karat gold securely on its platform. PhonePe has since launched Mutual Funds and Insurance products like tax-saving funds, liquid funds, international travel insurance, and Corona Care, a dedicated insurance product for the COVID-19 pandemic, among others. At PhonePe, we take extra care to make sure you give your best at work, every day! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about technology is a big part of being at PhonePe. Share. Market is the stock broking initiative launched by PhonePe in 2023. It is an online investment & trading app where users can explore and invest in stocks, ETFs, WealthBaskets, Mutual Funds, Derivatives and more. Share. The market is here to revolutionize how India invests in the share market. We focus on intelligent investing, thereby enabling our customers to make informed decisions using technology-driven tools, enhancing their awareness through education-focused rich content, and ever ever-evolving product landscape Role Overview We are seeking a dynamic and experienced Head of Content and Education to lead our content strategy and educational initiatives. This individual will play a pivotal role in shaping the narrative of Share.Market, working closely with various teams including Growth, Research, Product, Public Relations, Compliance, etc. The ideal candidate will have deep expertise in finance, a flair for content creation, and the ability to translate complex financial concepts into engaging and accessible content across multiple channels. Key Responsibilities Content Strategy and Development Develop and execute a comprehensive content strategy that aligns with the company's business goals and enhances the firms brand presence Create and curate high-quality content across various platforms, including blogs, newsletters, social media, webinars, videos, and educational modules Identify trending topics and emerging themes in finance and the stock market to keep content relevant and timely Educational Initiatives: Develop educational materials, such as e-books, online courses, and video tutorials, to support investor education Produce in-depth research, write scripts for videos, and market analyses that provide actionable insights Impart finance-based training to internal teams like customer success, QA, engineers, etc, for their better understanding and functionality Collaboration and Coordination Work closely with the research team to ensure content is data-driven and reflects the latest market trends and insights Partner with the product team to understand existing and upcoming features and hence create content that markets them Liaise with compliance to ensure all content adheres to regulatory guidelines and standards Collaborate with the PR team to promote content and educational initiatives through various media outlets Content Creation and Editing Lead content creation efforts, including writing, editing, and producing written, visual, and video content Oversee the design and production of videos, infographics, and other multimedia content that enhances user engagement Ensure all content is consistent with the companys brand voice, tone, and style Market Monitoring and Analysis Stay abreast of developments in the Indian stock market and global financial markets, using this knowledge to inform content and educational strategies Analyze financial news and market data to provide timely and insightful commentary across Sharedotmarkets platforms Team Leadership Manage a team of content creators, designers, and video editors, providing mentorship and guidance to drive quality and innovation Foster a culture of continuous learning and improvement within the content and education team Key Requirements 8+ years of experience in content creation, financial education, or a related field within the finance industry In-depth knowledge of finance, particularly in areas like equity research, personal finance, and market analysis Strong writing, editing, and storytelling skills, with the ability to simplify complex financial concepts Proficiency in multimedia content creation, including text-based, video production and graphic design Ability to collaborate cross-functionally and work with diverse teams to achieve business objectives Up-to-date with financial markets, regulatory changes, and industry trends, particularly in the Indian context Excellent leadership and project management skills CFA Charterholder / Level 3 candidate or MBA from a Tier-1 College in India PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe .
Posted 1 month ago
10 - 14 years
12 - 22 Lacs
Mumbai
Work from Office
Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile. -Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic solutions. -Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. -Offer continous support to the clients throughout the year, addressing any questions. Work experience: -Relevant work experience with wealth/financial planning products or in client-facing wealth management -Ability to operate in a team-oriented and collaborative environment -Self motivated, flexible and adaptable in an ever-changing environment -Excellent interpersonal and communication skills Commitment to personal and professional development Academic background: Chartered Accountant or Top Tier MBA (Optional) CFP/ CWM or CFA Level 2 cleared/ CFA Level 3 candidates
Posted 3 months ago
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