AMFI Registered Mutual Fund Distributor | SEBI registered Investment Adviser
FSM LOGO

                    


titl_l_gif
Careers at iFAST
title_r_gif
iFAST Financial - Job Openings
Para Planner

  • Establish and build strong relationships with clients and attend client meetings

  • Undertake research both independently and with the Research team to identify suitable solutions to meet the clients needs

  • Analyse data using research tools to provide solutions to meet client needs and objectives

  • Provide records to support research undertaken

  • Consolidate client needs and objectives, together with agreed recommendations and course of action in a written format

  • Implement the chosen investment strategies

  • Review investment portfolio, asset allocation, risk profile, etc.

  • Carry out all tasks in a manner consistent with compliance procedures

  • Prepare and maintain client files and ensure they are compliant on an ongoing basis

  • CFA and CFP with 02 to 04 years of relevant work experience preparing financial plans for clients

  • Strong understanding of the Financial Planning process and fundamentals

  • Able to work within defined business processes and achieve agreed outcomes without supervision

  • Excellent communication skills, both written and verbal

  • Able to develop excellent client relationships

  • Able to multi¿task and prioritise effectively

Customer Service Executive

  • Provide clients with information about products/new offerings and enhancements etc.

  • Resolve client queries and grievances via telephone, email and live chat

  • Refer unresolved customer grievances to designated departments for further investigation and coordinate with internal departments to resolve client queries

  • Assist prospective clients in account opening and other related matters

  • General filing and other related support tasks

  • Graduate Degree in Commerce preferred

  • 3-5 years of relevant experience in a broad range of sales support related roles in the financial industry

  • Good verbal and written communication skills

  • Able to effectively work under tight deadlines

  • Manage multiple projects independently and simultaneously

  • Strong organizational skills and attention to detail

  • Ability to work in a very fast paced environment

Business Development Executive - Chennai, Pune and Ahmedabad

  • Handling the B2B (business to business) initiative of the company that focuses on developing tie-ups and managing relationships with financial advisors engaged in the business of selling mutual funds and / or insurance / other financial products

  • Exploring opportunities for expanding universe of such existing advisors by introducing Mutual funds/ Life Insurance to other kinds of financial intermediaries (Postal agents, Stock brokers, Tax consultants, etc)

  • Conducting training programs for the financial advisors and being actively involved in their development process

  • Developing business plans and guiding the advisors in execution of the same

  • Business Generation and Opportunity Identification

  • Key Account Acquisition, Management and Relationship Building

  • Planning, forecasting and reviewing of market trends

  • Customer Relationship Management

  • MBA with relevant experience

  • Minimum 3 to 5 years of prior work experience

  • Passionate, driven and result oriented and willing to take ownership

  • Aptitude to constantly learn and update oneself with latest developments in the field of investments

  • Ability for concept selling

  • Effective Communication Skills

Finance Executive

  • Assist in day to day accounting and book keeping

  • Filing and documentation

  • Performing bank and other ledger reconciliations

  • Maintain fixed assets register and AR maintenance

  • Preparation of cash flows, processing staff claims and payments through cheques/DD, NEFT, RTGS including foreign remittances

  • Making sure that accounts/payments are compliant from tax perspective

  • Timely preparation and submission of statutory payments

  • Preparation and timely filing of TDS returns, service tax returns

  • Assist in audit and tax representations and co-ordinate with tax consultants

  • Assist in management reporting and budgeting

  • Bachelors / Masters degree in commerce/accounting

  • 2-3 years experience in the field of tax administration and compliance a must

  • 2-3 years experience of working in Finance / Accounts Department

  • Expertise in office automations tools like MS Office

  • Experience in Financial Systems like Oracle, SAP, Peoplesoft Financials, Sun Systems or any other ERP

  • Good communication skills

Research Analyst

  • Conduct research on markets and funds analysis

  • Conduct presentations to clients with regards to research views

  • Work with content team for research content on web portals and magazine (including web casts, interviews and web articles)

  • Assist in funds set up process and ensuring proper due diligence before the funds are set up

  • Train analysts to understand the companys research methodology and improve their research capabilities

  • Conduct research with a business perspective attached to research

  • Degree in Business, Finance, Commerce, Accountancy or Engineering with 1 - 3 years of work experience in mutual fund / equity / market research

  • A professional certification (CFA/CFP/LIFA or equivalent) is desirable

  • Proficient in written English and presentation skills

  • Excellent analytical, communication and interpersonal skills

  • Strategic thinking, commercial awareness and an enquiring mind

Applicants are invited to email us a comprehensive resume with qualifications, skills and working experience, and expected salary to The Human Resource Manager at recruitin@ifastfinancial.com

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified. Applicants who have written to us earlier need not re-apply.

Note: Job responsibilities/requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.

Send your resumes at iFAST