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Position Details:
Position Operations Analyst @ Acuwealth Advisors
Company Name Acuwealth Advisors
Location Chennai, India
Job Type Operations Analyst
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.


Company Profile Acuwealth Advisors is a trend setting comprehensive financial & investment solutions provider in the Indian financial services space.
Started by top notch finance professionals with more than 40+ years of cumulative industry experience, Acuwealth brings a fresh perspective to personal finance through our advisory service “Acuwealth Wealth Management Solutions”. Our office is in Valasaravakkam, Chennai.

Job Profile & Responsibilities : Acuwealth is looking for an energetic individual to provide operational support to ensure that we provide quality service to our customers.

The Operations Analyst will work directly with the founders to understand the customer needs, obtain relevant information with the end customers as well as to interact with different financial services providers (FSP) like mutual funds and insurance companies.

The key responsibilities include the following : 

  • Support for maintaining information about the various financial services products and relevant customer information
  • Fill out relevant information for various product applications prior to submission to the FSP (this will include visits to client premises in Chennai)
  • Liaison with the FSP to ensure that the applications are submitted on time (this will include outdoor visits to the FSP offices in Chennai)
  • MIS report preparation covering practice performance and individual client performance

Candidates Profile : 

  • An energetic individual with the willingness to travel within Chennai to meet customers and FSPs (this is not a desk job and the candidate must be willing to travel outside the office)
  • Experience – 0 to 5 years of experiences preferably in financial services. Prior exposure to mutual funds/insurance is desirable (but it is not a pre-requisite). The candidate must be willing to learn
  • Educational qualifications – bachelor/masters degree in finance/accounting (BBA/B.com/B.A (economics)/MBA)
  • Attention to detail as financial information will need to be entered accurately
  • Ability to use MS Office (Word, Excel) is a must
  • Excellent communication skills in English (both written and spoken) is mandatory as the job involves interaction with senior professionals
  • Interest in learning new technologies is a welcome/desirable attribute

Salary Compensation will not be a constraint for the right candidate. On par with the industry standards

Additional Details : 

Why Acuwealth

  • Ample learning opportunities on the business and technology side
  • Rapid career progression based on performance
  • A chance to be a part of the fast growing financial services industry. Experience in this industry is highly sought after
  • Provides an opportunity to work directly with the founders who have deep expertise in financial services (Unlike large companies there are no layers)
  • We have ambitious growth targets and this role provides the opportunity to be associated with such a company at the early stages

Company Website : www.acuwealth.com

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 03/05/2017

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