Careers Moneyguides
We promise to you an enriching journey, where you contribute to our journey and our success story, find yourself in a place where you embrace life as you work in a highly motivating and positive environment. We offer, not just a job, but experiences that last a lifetime. Nurturing and mentoring you to reach your potential and celebrating life along the way. Through constant mentoring and development, we move towards the vision of a successful tomorrow.
Join us and you’ll become part of a diverse team unified by a strong sense of purpose and passion to improve the way the world works and lives.
Current Openings
Roles and Responsibilities
- Achieving day today sales targets
- Understanding customer requirement and closing
- Supporting in a range of products over the phone.
- Ability to learn about products and describe/explain them to prospective customers.
- Responding in a timely and effective manner to all internal communication •Client servicing by providing complaints speedy resolutions to their queries
Desired Candidate Profile
- Min 1 year of experience in sales
- Ability to handle sales Targets
- Excellent communication and convincing skills
- Should be confident & Dynamic
- Should have a bent towards Sales.
- Educational Requirments: Any graduates / Under graduates
- Languages Required: English, Kannada, Hindi, Tamil, Telugu, Malayalam(Any Two)
- Experience: 1 to 3 years
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Roles and Responsibilities
- Contacting clients and setting up meetings, either within an office environment or in clients homes or business premises
- Conducting in-depth reviews of clients financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual customers requirements
- Researching the marketplace and providing clients with information on new and existing products and services
- designing financial strategies
Desired Candidate Profile
- Min 1 year of experience as Financial Advisor
- Proven experience as financial planner or similar role; experience in sales or customer service is an asset
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Valid professional license
- Degree in accounting, finance, business administration or relevant field; professional certification
- Languages Required: English, Kannada, Hindi, Tamil, Telugu, Malayalam(Any Two)
- Experience: 1 to 3 years
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Roles and Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Respond to prospective customer queries about financial planning
- Assist in the development plans for the company
- Offer subject matter expertise to fellow Financial Advisors
- Maintain awareness of latest legislative changes that may affect financial planning
Desired Candidate Profile
- Min 6 Months of experience as Financial Advisor
- Bachelor's Degree in Finance or related field
- Experience managing assets under management
- Possess strong knowledge of the investment business and strong understanding of financial planning concepts
- Experience with financial planning software
- Languages Required: English, Kannada, Hindi, Tamil, Telugu, Malayalam(Any Two)
- Experience: 1 to 3 years
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Roles and Responsibilities
- Meeting or exceeding sales goals.
- Negotiating all contracts with prospective clients.
- Helping determine pricing schedules for quotes, promotions, and negotiations.
- Preparing weekly and monthly reports.
- Giving sales presentations to a range of prospective clients.
- Understanding and promoting company programs.
- Obtaining deposits and balance of payment from clients.
- Preparing and submitting sales contracts for orders.
- Maintaining client records.
- Answering client questions about products, prices and availability.
Desired Candidate Profile
- Proven work experience as a Corporate Sales Representative
- Excellent knowledge of MS Office
- Familiarity with BRM and CRM practices along with ability to build productive business professional relationships
- Highly motivated and target driven with a proven track record in sales
- Excellent selling, communication and negotiation skills
- Prioritizing, time management and organizational skills
- Ability to create and deliver presentations tailored to the audience needs
- Relationship management skills and openness to feedback
- Any Degree or equivalent
- Languages Required: English, Kannada, Hindi, Tamil, Telugu, Malayalam(Any Two)
- Experience: 1 to 3 years
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Roles and Responsibilities
- Create and enforce plans that will help meet the needs of customers
- Build long-term relationships with clients and customers
- Work quickly to address and resolve customer issues
- Notify the sales team of new sales and cross-selling opportunities
- Become familiar with the competition to stay ahead of them
- Encourage high-sales and good customer service practices
- Create strategies and work with clients to boost their brand
- Help promote and maintain a positive company image
Desired Candidate Profile
- Initiate and develop relationships with clients for business growth.
- Stay abreast of recent industry trends.
- Develop and maintain detailed business plans for client projects.
- Work with management in developing timely solutions for client requirements.
- Work closely with clients to understand the business needs and to explore opportunities for growth.
- Maintain strong knowledge of company’s products, pricing, policies etc. so as to educate clients on benefits
- Identify present and future business development opportunities with new and existing clients.
- Maintain security and confidentiality of client information.
- Educational Requirments: Any degree
- Languages Required: English, Kannada, Hindi, Tamil, Telugu, Malayalam(Any Two)
- Experience: 1 to 3 years
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Roles and Responsibilities
- Improve customer service experience, create engaged customers and facilitate organic growth
- Take ownership of customers issues and follow problems through to resolution
- Develop service procedures, policies and standards
- Keep accurate records and document customer service actions and discussions
- Mentor and develop customer service team and nurture an environment where they can excel through encouragement and empowerment
- Keep ahead of industry’s developments and apply best practices to areas of improvement
- Control resources and utilise assets to achieve qualitative and quantitative targets
- Adhere to and manage the approved budget
- Maintain an orderly workflow according to priorities
Desired Candidate Profile
- Experience in providing customer service support
- Excellent knowledge of management methods and techniques
- Proficiency in English, Kannada, Hindi, Tamil, Telugu, Malayalam(Any one with English madatory)
- Working knowledge of customer service software, databases and tools
- Awareness of industry’s latest technology trends and applications
- Ability to think strategically and to lead
- Strong client-facing and communication skills
- Advanced troubleshooting and multi-tasking skills
- Customer service orientation
- Degree in Business Administration or related field
- Experience: 1 to 3 years
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Roles and Responsibilities
- Plan and execute all digital marketing, including SEO/SEM, marketing database, email, social media and display advertising campaigns
- Design, build and maintain our social media presence Measure and report performance of all digital marketing campaigns, and assess against goals (ROI and KPIs)
- Identify trends and insights, and optimize spend and performance based on the insights
- Brainstorm new and creative growth strategies
- Plan, execute, and measure experiments and conversion tests
- Collaborate with internal teams to create landing pages and optimize user experience
- Utilize strong analytical ability to evaluate end-to-end customer experience across multiple channels and customer touch points
- Instrument conversion points and optimize user funnels
- Collaborate with agencies and other vendor partners
- Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate
Desired Candidate Profile
- Solid knowledge of Photoshop, Final Cut Pro, Premiere Pro, Audacity or other media editing software
- Experience with visual communication principles
- Familiarity with web design and content management systems
- Excellent analytical and project management skills
- An ability to multitask and perform under tight deadlines
- Strong verbal and written communication skills
- Additional qualification in web design or animation is a plus
- Educational Requirments: Degree or certification in Marketing, Digital media or relevant field. Under graduate also can apply
- Experience: 1 to 3 years
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Roles and Responsibilities
- Collecting, interpreting and reviewing financial information
- Predicting future financial trends
- Reporting to management and stakeholders, and providing advice how the company and future business decisions might be impacted
- Producing financial reports related to budgets, account payables, account receivables, expenses etc.
- Developing long-term business plans based on these reports
- Responding in a timely and effective manner to all internal communication
- Reviewing, monitoring and managing budgets
- Client servicing by providing complaints speedy resolutions to their queries
- Analysing market trends and competitors
Desired Candidate Profile
- Collecting, interpreting and reviewing financial information
- Predicting future financial trends
- Reporting to management and stakeholders, and providing advice how the company and future business decisions might be impacted
- Producing financial reports related to budgets, account payables, account receivables, expenses etc.
- Developing long-term business plans based on these reports
- Reviewing, monitoring and managing budgets
- Developing strategies that work to minimize financial risk
- Educational Requirments: 10th or PU Pass Out and Any degree
- Experience: 1 to 3 years
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Roles and Responsibilities
- Work closely with the IT team in completing projects
- Troubleshoot and fix any issues relating to PHP programs
- Ensure smooth operations of web processes and infrastructure
- Create scripts to facilitate client systems to meet performance and objectives
- Test and develop software for client applications
- Create documentation for software created
Desired Candidate Profile
- Proven software development experience in PHP
- Demonstrable knowledge of web technologies including HTML, CSS, Javascript, AJAX etc
- Good knowledge of relational databases, version control tools and of developing web services
- Experience in common third-party APIs (Google, Facebook, Ebay etc)
- Passion for best design and coding practices and a desire to develop new bold ideas
- Educational Requirments: BE/Btech or degree related with computer applications(Certification are addOn)
- Experience: 1 to 3 years
Roles and Responsibilities
- Know HTML, CSS, JavaScript, PHP, and other relevant web design coding languages
- Create and test applications for websites
- Present design specs
- Work with graphics and other designers
- Troubleshoot website problems
- Maintain and update websites
- Monitor website traffic
- Stay up-to-date on technology
Desired Candidate Profile
- Proven working experience in web development
- Top-notch programming skills and in-depth knowledge of modern HTML/CSS
- Familiarity with at least one of the following programming languages: PHP, ASP.NET, Javascript..
- A solid understanding of how web applications work including security, session management, and best development practices
- Adequate knowledge of relational database systems, Object Oriented Programming and web application development
- Hands-on experience with network diagnostics, network analytics tools
- Basic knowledge of Search Engine Optimization process
- Aggressive problem diagnosis and creative problem solving skills
- Strong organizational skills to juggle multiple tasks within the constraints of timelines and budgets with business acumen
- Educational Requirments: BE/Btech or degree related with computer applications(Certification are addOn)
- Framework Required: Laravel and Wordpress
- Experience: 1 to 3 years
Roles and Responsibilities
- Study design briefs and determine requirements
- Schedule projects and define budget constraints
- Conceptualize visuals based on requirements
- Prepare rough drafts and present ideas
- Develop illustrations, logos and other designs using software or by hand
- Use the appropriate colors and layouts for each graphic
- Work with copywriters and creative director to produce final design
- Test graphics across various media
Desired Candidate Profile
- Proven graphic designing experience
- A strong portfolio of illustrations or other graphics
- Familiarity with design software and technologies (such as In Design, Illustrator, Dreamweaver, Photoshop)
- A keen eye for aesthetics and details
- Should have a bent towards Sales.
- Excellent communication skills
- Ability to work methodically and meet deadlines
- Educational Requirments: 10th or PU Pass Out and Any degree
- Experience: 1 to 3 years
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