If you are a highly motivated dynamic individual with the willingness to take on challenges, then Artha Yantra is the workplace for you.
Artha Yantra is a pioneering start-up in the Indian financial markets and investment space with comprehensive financial services that can be availed of by the common man, not just the high net individual.
Artha Yantra is looking for team players to join the elite product, marketing and engineering teams in our Hyderabad office. You will be part of an exciting start-up team that comprises of successful entrepreneurs, leading professionals and experts from top companies in the industry.
You can make your place in the Artha Yantra family, if you have the following traits:
Profile: To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. To provide various investment performance reports and summaries to the clients. To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops and other business development activities. To prepare the MIS reports in the specified formats.
Desired Background: Must possess excellent interpersonal and communication skills.CFP CertifiedProfessional, Transparent, Process Oriented, Disciplined, Willingness to learn.
Type: Full Time position