Financial Analyst - Trainee Fresher Job

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Financial Analyst - Trainee

AssetPlus

Chennai

Start date
Starts Immediately
CTC (ANNUAL)
₹ 3,00,000 - 3,60,000 ₹ 3,00,000 - 3,60,000 /year
Experience
0-2 years
0-2 years experience
Apply By
4 Jul' 22
Posted 3 weeks ago
Fresher Job
144 applicants

About the job

Key responsibilities:

1. Connecting with the users on the tech platform to understand their investment needs, risk tolerance and financial goals
2. Understanding the financial products available in the platform and explaining them to the clients in a simple manner
3. Creating financial roadmaps and customized portfolios based on the clients requirements
4. Actively managing client portfolios to ensure that it aligns to the plans and goals
5. Working on being the point of contact for all further investment needs of the client
6. Holding portfolio review meetings with the clients and improvising as required
7. Understanding market trends and their impact on portfolios

Skill(s) required

Financial literacy Hindi Proficiency (Spoken)

Other requirements

Graduate in commerce/business/economics (preferred)

Candidates with a strong understanding of personal finance, financial markets, and products

Experience- 0 to 2 years

Salary

Annual CTC: ₹ 3,00,000 - 3,60,000 /year

Perks

Informal dress code 5 days a week Free snacks & beverages Health Insurance
Additional information

Location- Chennai (work from office role)

Number of openings

7

About AssetPlus

AssetPlus is an online investment platform that aims to nurture a discipline of saving & investing among the young working population. We harness cutting-edge technology and couple it with personalized financial advice to provide a seamless process of investing that is convenient, secure, and completely paperless. As certified financial advisors, we provide advice that caters to the unique needs of the young population. We are committed to bringing about a change in the way people manage their finances by inculcating the principle of saving first, spending later.

Founded in 2016 by alumni of IIT Madras, AssetPlus is amongst the fastest-growing fin-tech startups in India. Our wealth management platforms across Android/iOS and webs are used by over 2,00,000 users to seamlessly invest and manage their mutual funds online. Over 500 crores of investments have been made on AssetPlus in just over 2 years.
Activity on Internshala
Hiring since October 2021
8 opportunities posted
5 candidates hired
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