Website:
ithought.co.in
Job details:
Company Description
ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India.
About the Role
We are looking for a detail-oriented Investment Associate to support our Senior Relationship Managers (RMs) in managing client portfolios and execution processes.This role focuses on transaction coordination, documentation, reporting, and ensuring a smooth client servicing experience. It is an ideal entry point into the wealth management industry.
Key Responsibilities
- Assist in client onboarding (KYC, documentation, account setup)
- Coordinate execution of investments (PMS, Mutual Funds, insurance, etc.)
- Track transactions and ensure timely completion
- Prepare portfolio reports and performance summaries
- Maintain CRM updates and client records
- Coordinate review meetings and follow-ups
- Ensure compliance documentation is complete
- Provide operational and post-sales support to Senior RM
Client Interaction
- Initially focused on backend support and coordination
- Any client communication will be under Senior RM supervision
- Senior RM retains full advisory responsibility
What We’re Looking For
- Strong attention to detail and process discipline
- Proficiency in MS Excel and PowerPoint
- Good written and verbal communication skills
- Basic understanding of financial products
- Ability to multitask and complete assigned tasks consistently
- Patience and comfort with structured desk work
For candidates interested in moving into Financial Planning roles, the following will be an added advantage (not mandatory):
- CFP / CWM / NISM certifications
- CFA Level 1
- Prior exposure to financial planning concepts
Click on Apply to know more.