About the Company
Linac Finserv Pvt. Ltd., established in 2008, is a financial services firm specializing in mutual fund distribution, insurance advisory, and financial planning solutions. The firm focuses on helping investors build disciplined, goal-oriented portfolios and achieve long-term financial security through informed investment decisions.
To strengthen our advisory and client engagement capabilities, we are looking for a young, analytical, and digitally savvy professional who can combine financial market understanding with creative digital outreach. who generates ideas, experiments with digital formats, and independently drives initiatives, rather than relying on external agencies.
Role Overview
This role combines equity and mutual fund research with digital engagement and brand visibility initiatives. The selected candidate will support investment analysis, portfolio reviews, and client communication while also designing and executing digital awareness campaigns across social media and messaging platforms.
Key Responsibilities
1. Financial Research & Market Analysis
- Track and analyze equity markets, macroeconomic trends, and sector developments.
- Conduct mutual fund analysis and comparison across categories (equity, hybrid, debt, thematic). Monitor fund performance, risk metrics, and portfolio composition.
- Support preparation of portfolio reviews and investment insights for clients.
- Prepare short research notes, market updates, and investment insights for client communication.
2. Portfolio & Client Advisory Support
- Assist in portfolio evaluation and asset allocation analysis.
- Develop comparison reports for mutual funds and investment products.
- Support preparation of client presentations, review decks, and financial insights.
3. Digital Marketing & Brand Visibility
- Design and implement digital marketing and social media strategies.
- Develop content for LinkedIn, Instagram, WhatsApp broadcast groups, and other platforms.
- Plan investor awareness campaigns and engagement initiatives.
- Conceptualize creative formats such as short videos, reels, infographics, and educational posts.
4. Client Engagement Initiatives
- Develop ideas for investor education campaigns.
- Plan WhatsApp communication strategies for market updates, investment insights, and event invitations.
- Suggest interactive formats such as polls, quizzes, and financial awareness campaigns.
5. Content Creation
- Create simple, engaging content explaining:
- Market developments
- Mutual fund performance
- Investment concepts
- Financial planning insights
- Convert complex financial ideas into easy-to-understand visual or short-format content.
Preferred Qualifications
- Graduate /Post graduate in Finance, Commerce, Economics, or Business.
- Candidates having NISM certifications / CFA / MBA Finance will be preferred.
- Familiarity with Canva or social media scheduling tools etc. will be an advantage.
What We Offer
- Opportunity to work closely with experienced financial advisors.
- Exposure to portfolio advisory, market research, and investor communication.
- Scope to experiment with new ideas and build brand visibility initiatives.
