Assistant Manager

Full Time
Company Name : The Money Mart

Company Website :

Company Profile : The Money Mart is into distribution of all investment and insurance products and incidental financial advisory. The company was formed in 2011 by Mrs. Binoli Dodhiwala Jain and Mr. Kushal Pravin Shah and they both have together 25 years of experience in the financial markets.

Job Profile & Responsibilities:
  • Coordinating new client onboarding process with back office team
  • Contacting clients and setting up new and review meetings
  • Data gathering and Financial plan creation as per process
  • Monitor, Review and track the Investment plan of all the allocated clients
  • Aid in queries linked to clients financial plan and/or portfolio recommendations
  • Maintenance of planning and review calendars
  • Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)
  • Providing clients with information on new and existing products and schemes
  • Record and Send Minutes of the Meeting Report to all the Clients after each Meeting
  • Up selling & cross selling of the investment and insurance products as per client’s needs and requirements
  • Should create new strategies for business development
  • Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings
  • Sharing research/investment updates with clients on an ongoing basis during meetings
  • Website content and social media content maintenance with planner insights
Preferred Qualifications: CFP/ NISM X-A/ X-B / Bachelors or Post Graduate Degree in Finance

Past Experience: Minimum 1 Year on the job Experience.

Desired Candidate Profile :
  • Strong passion for working in an advisory business
  • Analytical ability
  • Excellent written and oral communication skills
  • Comfortable with numbers
  • Comfortable with meeting and interacting with people
  • Updated understanding of stock markets, debt markets, mutual funds, insurance and other areas such as Gold, Real Estate, Commodities, Macroeconomics
  • Updated understanding of all relevant taxation and other laws relating to investments
  • Willingness to attend meetings inside and/or outside office for client/other meetings, whenever needed
  • Comfortable with quick turnarounds and deadlines
  • Sound planning and product knowledge
  • Portfolio design and monitoring experience
  • Knowledge about social media platforms like Facebook, Twitter, Instagram, LinkedIn will be a strong advantage Things to be considered
  • We have a small team so there is no hierarchy here
  • Encourage people to come with ideas, suggestions and feedback that adds to the growth and efficiency of the company
  • Treat it as your business and participate in the growth of our firm
Work Timings: Mon – Fri: 9:30 am to 5:30pm, Sat – Alternate (flexible timings) Work from home – Possible as and when needed

Salary Range: Commensurate with industry standards
Hiring Manager Details:

[email protected]