Career
Join Our Team
At FundYantra, we are passionate about helping individuals achieve financial security and growth. Our team of dedicated professionals is at the heart of what we do, driving our success and embodying our commitment to excellence. If you are driven, innovative, and ready to make a difference in the world of financial advisory, we want you on our team.
We invite fresh and experienced talents to join us. Write to us at info@fundyantra.com
Current Openings
Senior Relationship Manager
Are you passionate about building trust and guiding individuals towards achieving their financial goals? This client-facing role allows you to become a trusted advisor, crafting personalized investment strategies and fostering long-term relationships.
Responsibilities
- Cultivate and manage a high-net-worth client base, understanding their financial goals and risk tolerance.
- Provide relevant information for clients to take informed decisions for their
investment requirements. - Conduct in-depth market research and analysis to stay ahead of investment trends.
- Develop and implement personalized financial plans tailored to client risk profiles.
- Conduct regular client meets, portfolio reviews and be responsible for client
satisfaction. - Exceed sales targets for mutual funds and other financial products.
Qualifications
- 5+ years of experience in wealth management or financial services.
- Computer Proficiency especially in Xcel, word, presentations is expected.
- Proven track record of exceeding sales targets.
- Excellent communication and interpersonal skills to build rapport and trust with clients.
- Strong analytical and problem-solving skills to assess client needs and recommend solutions.
Experience: 5+ Years
Location: Hyderabad
Customer Care Executive
Do you thrive on providing exceptional customer service and building positive relationships? This role is your gateway to a career in financial services, where you will be the friendly face supporting our valued clientele.
Responsibilities
- Provide exceptional customer service through various channels (phone, email, in- person).
- Process client transactions efficiently and accurately.
- Respond promptly and professionally to client inquiries and resolve their issues.
- Maintain accurate client records and ensure data security compliance.
- Contribute to client acquisition efforts through outreach and relationship building.
- Collaborate effectively with internal teams to meet client needs.
- Leverage digital tools to enhance client communication and service delivery.
Qualifications
- Recent graduate with a strong academic background.
- Excellent communication, interpersonal, and problem-solving skills.
- Proficient in MS Office Suite (Excel, Word, PowerPoint).
- Ability to work independently and as part of a team.
- Strong interest in financial services and a willingness to learn.
- Digital media literacy a plus.
Experience: 0-3 Years
Location: Hyderabad
Digital Marketing Manager
Are you a digital marketing guru with a passion for crafting engaging content and driving results? This role allows you to develop and implement data-driven strategies to attract new clients and propel our brand forward.
Responsibilities
- Develop and execute comprehensive digital marketing campaigns across various platforms (social media, email, SEO, content marketing).
- Create compelling content (articles, videos, social media posts) that resonates with our target audience.
- Analyse marketing campaign performance data and identify areas for improvement.
- Stay ahead of the curve by researching and implementing the latest digital marketing trends.
- Manage and optimize our online presence to drive brand awareness and lead generation.
Qualifications
- 3+ years of experience in digital marketing strategy and campaign execution.
- Expertise in various digital marketing tools and platforms (e.g., social media
management tools, email marketing automation platforms, SEO tools). - Strong understanding of content marketing principles and the ability to create engaging content.
- Excellent analytical skills and experience with data analysis tools.
- Proven track record of achieving marketing campaign goals.
Experience: 3+ Years
Location: Hyderabad
Lead Quantitative Modelling & Applications
Are you a quantitative whiz with a passion for financial modelling and data analysis? This role allows you to leverage your expertise to develop cutting-edge investment models and optimize portfolio performance.
Responsibilities
Utilize advanced quantitative and statistical methods to analyse financial data.
Build and implement quantitative models to evaluate risk-adjusted returns and optimize asset allocation.
Collaborate with the investment team to enhance portfolio performance and manage risk exposure.
Stay current on the latest quantitative tools and techniques in quantitative finance.
Communicate complex financial concepts effectively to both technical and non-technical audiences.
In case of exceptional qualifications, a part time role will be considered which can be pursued along with their professional educational qualification.
Qualifications
- Ph.D. or Master’s degree in Finance, Mathematics, Statistics, or a related quantitative field.
- Proven experience in quantitative modelling, data analysis, and financial modelling.
- In-depth knowledge of financial markets, investment theory, and risk management principles.
- Expertise in quantitative software tools for data analysis and modelling (e.g., Python, R, MATLAB).
- Excellent communication and collaboration skills.
Experience: 5+ Years
Location: Hyderabad
Why Work with Us?
Professional Growth
Work with experienced industry professionals, gain business insights, work on challenging assignments and enhance your personal and professional growth opportunities.
Collaborative Environment
Work with a team of experts in a supportive and collaborative environment that fosters innovation and creativity.
Client Impact
Make a meaningful impact by helping our clients safeguard and grow their wealth through personalized financial strategies.
Comprehensive Benefits
Enjoy a competitive salary, health benefits, and performance bonuses.
