AddressAbout us
- MoneyWorks4me.com is India's 1st Technology-assisted Multi-asset Fiduciary Research and investment Advisory. We started in 2008 with the mission to make 'wealth-creation through investing' safe and simple for Retail Investors.
- Over the years it has grown into a comprehensive platform that enables investors to make informed decisions on investing in stocks and mutual funds using data, information, analysis, insights, knowledge and tools all innovatively crafted to make it easy to understand and use.
- MoneyWorks4Me offers solutions that investors find valuable throughout their life stages and Investable surplus that can range from less than a lac to a few crores.
- MoneyWorks4me is fully owned by two IIT/IIM professionals. They have worked with HUL/Castrol before starting their own business consulting company in 2000. Their consulting clients include Castrol, M&M, Toyota, Maruti, Bajaj Auto, Tata Motors.
Grow with us. Grow us
- MoneyWorks4Me mission is to partner 1+ million Indians to reach their financial goals and enjoy the journey.
- Solutions that truly solve customers’ problems have been used and appreciated by our customers, some over a decade. They are now big business opportunities for MoneyWorks4Me.
- We are now looking for team members who can grow these business opportunities multi-fold.
You will thrive here and succeed if you have
- Passion for your area of work, for excellence, to help people, to make a big impact, to make the world a better place.
- Curiosity to find answers, to learn new things, find better ways of doing things, do-learn-do.
- Will-do-it attitude: Willingness to do what it takes to get results, no excuses, work closely with others, be creative, solve problems.
Why should you join us?
- You are impatient to put your knowledge, skill and experience to build a big, worthwhile business that serves customers needs first and foremost.
- You have the entrepreneurial drive that needs to be channelized and nurtured.
- MoneyWorks4me and its parent company The Alchemists Ark, TAA is founded and run by IITK and IIM A’bad alumni. TAA trains and consults market leading companies including Mahindra, Bosch, Toyota India and others…so you are in good company.
Investment Counsellors
We are looking for highly motivated and investing-passionate candidates who can convert leads from the site to clients for our Research and Advisory solutions. We are looking for candidates with the strong urge to connect, educate and persuade people on financial planning and investing in equity using Superstars, Smart MF and Omega solutions.
Key Responsibilities :
- Convince site users (registered users) on the merits of our Research, Process and Platform to make informed investing decisions
- Help customers with their Financial Planning and investments using the tools available on site
- Guide large AUA prospects to talk to our Investment Adviser on Omega
- Use content, social media to grow the business
What are we looking for in a Candidate?
Academics : Master’s Degree in Finance, Economics, Marketing or Commerce
- Candidates with XA & XB or CFP preferred. All selected candidate need to complete this certification in reasonable time
- Candidates with Bachelors degree can apply provided they intend to complete their Master’s degree
Knowledge & skills :
- Superior ability to relate, persuade and guide clients
- Thorough knowledge of Stocks, Mutual Funds and Investing
- Understanding of Financial Planning, Stock Investing fundamentals, Portfolio Building and Management
- Excellent written and verbal communication skills
Experience : Experience of 1+ years preferably in Stock/Mutual Fund Research or Advisory or Financial Planning. Smart Freshers can also apply
Interested candidates can post their CV on careers@moneyworks4me.com or call 020-67258333
