AMFI Registered Mutual Fund Distributor | SEBI registered Investment Adviser


Careers at iFAST
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

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