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Position Details:
Position Client Relationship Executive @ Jagoinvestor
Company Name Jagoinvestor
Location Ahmedabad and Pune, India
Job Type Client Relationship Executive
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 Website :

Company Profile : Jagoinvestor a leading Financial Planning firm engaged in wealth creation for their clients and spreading financial literacy for investors for last 8 yrs. We serve more than 75,000 readers and 2000+ clients and are proud to be one of the most respected personal finance blogs in India. We have published 4 books with CNBC TV 18 as publisher and also appeared on TV show ‘Plan F’ on CNBC18. We have also conducted various workshops across India for Investors. We are in a growth mode and looking forward to extending our team.

Job Location : Ahmedabad and Pune

Job Profile & Responsibilities : 

  •  Should be able to enroll people for advisory service on phone
  •  Should be able to present suggestions to clients
  •  Helps client with execution actions like buying mutual funds, life insurance, health insurance etc
  •  Stays in touch with client as their relationship manager
  •  Is able to pitch jagoinvestor services to new people
  •  Has sound product knowledge- Life insurance, Health insurance, and mutual funds
  •  Knows the basic concepts about personal finance- Like asset allocation, compounding, emergency fund, financial goals,  risk profiling etc)
  •  Has good communication skills and can speak English and Hindi fluentl


Canddidates Profile :

  • Qualification: Graduate and holds a CFP certificate or NISM certified
  •  Should be fluent in English and Hindi
  •  Must be computer literate and should have past experience of working on EXCEL, POWERPOINT, WORD


  •  Should be comfortable working in Startup kind of Environment

Salary : As per industry standards

Interested candidates can mail their updated resumes at “ with the company name and profile name.


Please go through the JD carefully before applying.


Posted Date 05/12/2017

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