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
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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
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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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