JOB ID:30379
Job Type
Work From Home
Functional Area
Investment/Corporate/Retail Banking/Insurance
Industry
Banking/Financial Services/Insurance
Education
B.Com-Commerce
Experience Required
0 - 10 Yrs
Salary
2 - 2.5
Key Skills Required
Business Development, Communication Skills, Communication SkillsOther Skills Required
Languages
English ,Hindi
About the Company
Nivesh.com is a mass market mutual funds investment platform.
Nivesh.com is a paperless experience for the investors. The platform simplifies the process by categorizing funds as per broad investment objectives, and further curating schemes to provide a shortlist. The aim is to take away the complexity while ensuring objective investment process. After initial account creation, investors can transact in mutual funds in few simple steps. Post transaction, the platform helps in tracking the portfolio performance with timely alerts and notifications.
Local business partners are key elements in our strategy. They assist investors in the onboarding process and make them comfortable in using the platform for transactions and tracking performance.
Nivesh.com is owned by Providential Advisory Services Private Limited.
The Company is supported by some well known investors like Rajan Anandan, MD of Google India, Basab Pradhan, ex Global Head of Sales at I
... See MoreAbout the Company
Nivesh.com is a mass market mutual funds investment platform.
Nivesh.com is a paperless experience for the investors. The platform simplifies the process by categorizing funds as per broad investment objectives, and further curating schemes to provide a shortlist. The aim is to take away the complexity while ensuring objective investment process. After initial account creation, investors can transact in mutual funds in few simple steps. Post transaction, the platform helps in tracking the portfolio performance with timely alerts and notifications.
Local business partners are key elements in our strategy. They assist investors in the onboarding process and make them comfortable in using the platform for transactions and tracking performance.
Nivesh.com is owned by Providential Advisory Services Private Limited.
The Company is supported by some well known investors like Rajan Anandan, MD of Google India, Basab Pradhan, ex Global Head of Sales at Infosys, Rahul Gupta, CEO Right Global Infosolutions, and others.
Nivesh.com was winner at “Startup Superhero Hunt 2018” by Entrepreneur Magazine in January 2018.
Job Responsibilities
We are looking for energetic professionals who are interested in building a career in providing technology enabled financial advisory solutions to customers.
The outline of activities that they need to perform:
Provide wealth management and mutual fund advisory
Assess financial needs and evaluate risk profile of prospects
Design customized solutions for the clients
Maintain relations with existing clients by effective management of client portfolios
Ensure customer satisfaction with proactive sales support
Plan/conduct seminars, workshops and other business development activities to bring new client/business
Benefits of becoming a Financial Advisor with Nivesh.com
Nivesh.com is providing an opportunity to be part of growing mutual funds industry while being at your own.
Training to become a Financial Advisor
Mobile App / Web platform enabling paperless transactions in a few clicks
Mutual fund schemes from all the fund houses available at one place
Marketing / Customer support for building business
Constant flow of news and research-based information for increased investor awareness
Unlimited growth potential
Benefit of Nivesh.com brand
Ideal Candidates
Knowledge of Financial Services industry
Business Development and Good Communication Skills
Good understanding of Mutual funds & how industry works
Eagerness to work with start-up and problem-solving skills
NISM (Mutual Funds) certification (Those who are not NISM certified, Nivesh.com will provide complete support in qualifying the NISM examination). This is mandatory requirement.
Preferred Academic Qualifications
B. Com / BBA / MBA (Finance) / M. Com / CA / CFA
Remuneration
This is a contractual opportunity where the candidate will get a fixed monthly remuneration along with variable pay directly linked with the business volumes. There is ample scope to grow financially along with growth in business.
Location and Benefits
The candidate will operate from home and will work in coordination with the teams based out of our Noida and Mumbai offices.
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