Website:
goreach.finance
Job details:
About GoReach
GoReach combines a 24×7 AI financial copilot with human experts to help people make informed financial decisions. Our customers are salaried professionals and business owners who already invest but have never had anyone to ask.
GoReach was founded by Karthik, former Executive at Groww, and is backed by Meraki Labs, the venture studio founded by Mukesh Bansal.
About the role
We are hiring our first cohort of Mutual Fund Experts. You will be the main point of contact for the customers assigned to you. Each relationship starts with a 45 minute call to understand the customer's goals and current investments. After that you build their portfolio, execute it on our platform and review it with them regularly and proactively.
You will work under the GoReach ARN with your own EUIN. AMC empanelment, BSE StAR, reconciliation and compliance are handled by our operations team.
Responsibilities
- Take the first call with new customers and onboard those who are a good fit
- Understand each customer's goals, existing investments and risk appetite
- Build a suitable mutual fund portfolio on the GoReach platform
- Help the customer execute SIP and lump sum transactions
- Review and rebalance portfolios, and answer customer queries as they come up
- Follow AMFI and SEBI guidelines in every customer interaction
Requirements
- NISM Series V-A certification
- 1 to 5 years of experience as an MFD, or as a relationship manager at an AMC, bank or wealth firm
- Comfortable working on a digital platform
- Available full time
What we offer
- Customers matched to you
- A platform that covers CRM, risk profiling, recommendations, execution and follow-ups
- Operations and compliance support
- Structured onboarding, and support to complete additional certifications as required
- Fixed monthly salary, benchmarked on experience
How to apply
Please apply through this form: https://forms.gle/LAAMPWeRaaRfbvyb6
We also ask for a short video, up to 2 minutes, recorded on your phone. It should cover:
- A brief introduction and your experience so far
- How you would respond to this customer: a 32 year old messages you, "I have ₹10 lakh in my savings account and I want to invest all of it today. What should I do?"
Upload the video to Google Drive, Loom or YouTube (unlisted) and paste the link in the form. Applications without a video will not be considered.
Click on Apply to know more.
