Careers

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Who We Are:

We are the guys who developed India’s first Robo-Advisory platform. We are the team that has disrupted the way financial advice was perceived and delivered in India. And we care for lower and middle income professionals, not just HNIs.

 

We get a high telling you this - our online platform Arthos, is used by professionals with a monthly salary of as less as Rs. 5,000!

 

Like we said before, that’s what we are, a disruptive force that was Asia’s most valuable Fin-Tech start up within 2 years of launching our platform. We have been providing customized, top notch professional financial advisory (wealth management services, financial planning) to more than 69,000 families from over 600 towns and cities across India. And growing. No kidding, the names of these towns and cities will just amaze you!

 

For partnering us on this meteoric progress of taking our services to the doorstep of every Indian household, we are looking for professionals with the projectile that matches ours!

 

Here's what we look for:

    • Exceptional communication skills, both written and verbal
    • Ability to work in ambiguous situations with minimum supervision
    • Ability to adapt to changing dynamics
    • Willingness to work in a start-up like set-up
    • Exposure to a multi-cultural environment

 

And here's what you should expect from us:

    • Relatable, yet challenging assignments/work
    • Unique learning opportunities and experiences
    • Transparent, open-door and cosmopolitan work culture
    • Multi-disciplinary exposure with very high ethics
    • Pride of working for India’s first and largest Robo-Advisory company

 

Profile:  Financial Advisory Analyst:

And your role would include:

    • Ability to comprehend and understand a customer's financial needs
    • Provide customer-centric financial advice that is free of any specific product sale
    • Prospect and acquire customers
    • Achieve budgeted targets (revenue and number)
    • Research, investigate and update yourself with available investment opportunities/financial market trends for customer's best-fit
    • Position relevant products and services as per customer's needs and requirements
    • Recommend strategies that customers should use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage etc
    • Become the pointman for the customer
    • Liaise with team-members on a day-to-day basis for sales and operational tasks
    • Have complete knowledge of company’s products
    • Demonstrate a “can do” attitude at all times

 

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Profile:  Financial Planning Analyst:

And your role would include:

    • Study the client profile from the Arthos platform and prepare cash-flow analysis
    • Map the Financial Plan given by Arthos Platform to the Risk profile of the client
    • Present the Financial Plan thrown up by the Arthos platform to the client over skype, telephone
    • Send Action Plan to the client based on the Financial Plan
    • Generate Leads for the various products based on the Action Plan.
    • Create and maintain metrics related to the Financial Planning Department
    • Work with other Departments like Client Servicing and Implementation to ensure clients’ queries get resolved within the SLA
    • Ensure a Happy and Financially sound Client at the end of the Service Delivery

 

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Profile: Client Servicing Analyst

And your role would include:

    • Makes welcome calls and sends welcome mails to the new clients.
    • Help clients enter their data into the Arthos platform
    • Record clients information in CRM
    • Resolve service requests from clients on phone
    • Schedule plan presentation, review and discussion calls with the Financial Planners on daily basis.
    • Listen attentively with empathy to the issues faced by clients and provide the best resolution to their satisfaction.
    • Create and maintain a fantastic rapport with the clients.
    • Prepare daily, weekly and monthly reports.
    • Crisp and clear communication for best service delivery.

 

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Profile: Marketing Intern:

And your role would include:

    • Takes active participation in the marketing initiatives of AY
    • Participates in efforts to increase traffic on the website
    • Comes up with innovative techniques to create and sustain the brand property of AY in the digital world
    • Follows a calendar for Marketing events and executes the action plan
    • Keeps a track of complete Marketing Analytics like conversion rates, sign up rates, traffic sources, traffic demographics, etc.
    • Come up with innovative ideas to Market AY’s value proposition on the web

 

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Profile: Technology Intern

And your role would include:

    • Develop Maintain the online platform Arthos using technology tools like Java, Java Script, Hibernate, Springs, Tuscany, YUI, etc.
    • Document the development work done on the platform
    • Take code back up at regular intervals
    • Be on the look-out for new developments on the technology front and implement them in consultation with the top management

 

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Profile: Operations Executive - MFS

And your role would include:

    • Managing the complete cycle of mutual fund operations, customer service, back office functions, establishing quality checks, error recurrence monitoring, scheduling transaction process activities and process flow controls.
    • Exposure hands on experience in scrutinizing and handling applications, punching, time stamping, redemptions, switch etc.
    • Handling mutual fund online transactions and back office.
    • Processing of Mutual fund online orders
    • Processing of KYC and other regulatory requirements.
    • Maintaining DTS (Date & Time stamp Control report)
    • Maintaining RPC (Rejection processed cases report)
    • Maintaining MF banking records
    • Preparing and maintaining MIS of online application purchases and transactions.

EXPERIENCE:

 

    • More than 2 year in BFSI back office/mutual fund operations.

 

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Profile: COMPLAINCE OFFICER

And your role would include:

    • Maintain client’skyc records and other required agreements.
    • Validation of client’s application forms and processing.
    • Provide support for due diligence activities.
    • Responsible for monitoring the compliance in respect of acts,regulations,notifications,guidelines& instructions issued by regulatory bodies(RBI,SEBI,PFRDA,AMFI,IRDA).
    • Maintain all records in good order in respect of compliance with regulation audits
    • Updated knowledge w.r.t regulations, acts.

EXPERIENCE:

 

    • More than 2years, preferable from BFSI /as Legal or Compliance officer

 

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Profile: Recruitment Executive

And your role would include:

    • Understand the business model of AY
    • Source relevant job aspirants for the open positions
    • Line up specific number of candidates for each of the open positions
    • Meet the aggressive Hiring numbers within stipulated timelines
    • Communicate transparently to the candidates about the company and the job profile

 

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About Us

Our name is inspired from the famous historical book Arthashastra, written by the great Indian philosopher Kautilya (also known as Chanakya, c. 350-275 BCE) over 2,000 years ago. In Sanskrit, Artha means wealth and Yantra means an Instrument. Literally translated, ArthaYantra means an Instrument that enables the creation of wealth and all round prosperity. Read More

 

We are Social

Contact Details

India Office:

3rd Floor, Sai Galleria,

Plot No. 742, Road No. 36,

Jubilee Hills, Hyderabad, India 500 033 


Registered office:

East Avenue, Plot No. 319,
2nd Floor, Ayyappa Society,
Madhapur, Hyderabad, India 500 081.
CIN: U74900TG2007PTC053246
Email: enquiries@arthayantra.com
www.arthayantra.com

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