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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.
Key Responsibilities
· Build and manage long-term relationships with existing investors
· Understand clients financial objectives and recommend appropriate investment products such as Mutual Funds and Bonds
· Regularly engage with clients to share portfolio updates and highlight relevant investment opportunities.
· Engage with referred prospects and convert opportunities into active clients
· Address client queries, handle objections, and maintain consistent follow-ups
· Achieve defined KPI metrics related to business generation and client engagement
· Encourage referrals and identify cross-selling opportunities across investment products
· Maintain accurate client information and interactions in the CRM system
Qualifications & Skills
· Learning-first attitude and willingness to build a career in wealth management
· Bachelor's degree in any domain
· Freshers or candidates with 0–2 years of experience are encouraged to apply
· Strong communication and relationship-building skills
· Basic understanding of investment products such as Mutual Funds and Bonds
· Organized, disciplined, and comfortable working in a KPI-driven environment
Job ID: 145509631