Company Overview:
Our exclusive membersonly community is designed with a clear purpose: to guide individuals towards achieving financial freedom and reaching the top 1%. We firmly believe that Indias financial services sector is underutilized and our core strategy revolves around raising awareness through targeted content creation effectively channeling a highintent audience towards financial services.
As members of our community our primary commitment shifts towards empowering individuals to embrace the allencompassing lifestyle enjoyed by the top 1%. This entails:
1. Enhancing their financial returns.
2. Unlocking their full earning potential.
3. Cultivating a robust network of connections.
We achieve these goals through the strength of our community and our deep partnerships. Currently the 1% Club stands as Indias largest sociofinance community boasting over 45000 paid members.
Job Responsibilities:
Manage endtoend client relationships by adhering to the financial planning process and embodying the companys core values.
Conduct engaging and valuedriven conversations with clients on a daily basis focusing on understanding their needs and goals.
Assist clients in achieving their financial aspirations by identifying challenges collaborating on solutions and implementing and monitoring strategies.
Act as a mentor advisor and friend to clients providing support and guidance throughout their wealth creation journey.
Oversee investment portfolios and align them with clients financial objectives through meticulous planning and execution.
Serve as an advisor rather than a salesperson prioritizing client wellbeing over revenue targets.
Desired Skills & Qualifications:
MBA in Finance or related field.
NISM XA and XB certifications.
CFP Certification (preferred).
Strong communication skills to effectively engage with clients and convey complex financial concepts.
Experience or knowledge in investment advisory wealth management financial planning and mutual funds.
A passion for financial advising and a genuine desire to make a positive impact on clients lives.
Preferred Work Experience:
03 years. We welcome candidates with diverse backgrounds and mindsets prioritizing attitude and potential over years of experience. Freshers are encouraged to apply.
Life at the 1% Club:
Founded by Sharan Hegde (linkedin.com/in/sharanhegde95) and Raghav Gupta (linkedin.com/in/raghavgupta01) company culture is cantered around creativity innovation and teamwork and we value our employees as much as we value our audience. We provide a fun and inclusive work environment with opportunities for growth and development.
And if thats not enough we also offer a competitive salary and a chance to work on exciting projects that challenge you to think outside the box and push the boundaries of whats possible. So if youre a social media savvy personal finance enthusiast looking for a cool place to work join our team and be part of our mission to educate and empower India to take control of their finances. Dont miss out on the opportunity to be a part of a talented and dedicated team working towards a common goal.
Apply now to join our team!
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Financial Planner
