Financial Advisory Analyst

About The Company :
ArthaYantra is the World’s only full services Robo Advisor which has been recognized by Gartner as cool vendor 2016, Red Herring Top 100 Global Winner in 2015 and a Finovate 2013 winner. ArthaYantra is India’s first company to introduce algorithm-based robo advisor (a class of financial advisor) services. It covers all major aspects of personal financial needs with its offering, compared with other wealth investment service providers that focus on only a particular area of finance, such as security investments or real estate purchases. It uses proprietary frameworks using artificial intelligence and machine learning to deliver financial advice to individuals in India. It currently has 93,000 registered users from 650 cities in India and 30 countries. It offers goal based financial advice accessible to all through Arthos, its proprietary online platform, by connecting all aspects of an individual’s financial life.

Website: http://www.arthayantra.com

Job Location: Hyderabad

Years of experience: Freshers

Course Specialization: B.Tech/B.E,BBA,MBA,B.Com

Target Batch Passout: 2016

Training/Probation Period: None

Salary: INR 2.7 LPA To INR 3.5 LPA (The final CTC will depend upon candidate’s performance in the interview, experience and will be at the company’s discretion)

Bond: None

Tentative date of Joining: Immediate

Tenative date of interview: Will be communicated post registration window is closed

* The shortlisted candidates will be sent Admit Cards/Call Letters on their registered mail Id, which they will need to, carry on the date of Interview. No candidate will be entertained by the company without the formal intimation from Aspiring Minds.

Last Date to Apply: 8 February 2017

Job Description and Skill Set Required:

- Ability to understand the financial needs of the customers.
- Provide customer-centric Financial Advice free from any product sales.
- To prospect and acquire clients.
- To achieve budgeted targets in terms of revenue and number of clients.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios.
- To understand clients’ needs & requirements and accordingly position products & services.
- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
- Liaise with the rest of the team on a day to day basis to obtain all new sales leads
- Have full product knowledge of company’s products
- Demonstrate a “can do” attitude at all times

Interview Process:

- Technical Round
- Management Round