JOIN OUR TEAM · CHENNAI
We offer careers, not jobs
Five current openings across client servicing, financial planning, content and digital marketing — all based in Chennai, all with no sales targets.
CURRENT OPENINGS
Five roles open right now
01
Customer Relationship Executive
02
Content Writer
03
Executive — Financial Planning
04
Digital Marketing
05
Executive — Customer Care
OPENING 01
Trainee / Executive — Customer Relationship Executive
Male · UG / PG degree, financial background · 1 – 2 years · Chennai · Mon – Sat, 10.00 am – 6.30 pm
KEY SKILLS
-
Good communication in English
-
Computer knowledge
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Microsoft Excel and Word
-
Typing
WHAT YOU WILL DO
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Assessing customers for investment, online and offline
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Preparing and analyzing the client’s investment portfolio
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Preparation of investment reports
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Portfolio review of clients at regular intervals
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Client renewal follow-ups
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Coordinating with clients and closing issues on time
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Client visits within Chennai — two-wheeler mandatory
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Mutual fund knowledge an advantage. No target — maintain existing clients
OPENING 02
Trainee / Executive — Content Writer
Male / Female · UG / PG in English literature, journalism or any graduation · 0 – 2 years · Chennai · Mon – Sat, 9.30 am – 6.00 pm
KEY SKILLS
-
Good communication in English
-
Computer knowledge
-
Microsoft Excel and Word
-
Typing
WHAT YOU WILL DO
-
Website management in WordPress — pages, images, testimonials
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Creating images using Photoshop and online tools
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Coming up with new creative ideas
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Promoting our services online
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Knowledge or experience in HTML coding
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Research and write content for the website and social channels
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Editing and proofreading blogs and marketing materials
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Editing and proofreading blogs and marketing materials
OPENING 03
Executive — Wealth Management
Female / Male · UG / PG degree, financial background · 0 – 2 years · Chennai · Mon – Sat, 9.30 am – 6.00 pm
KEY SKILLS
-
Good communication in English
-
Computer knowledge
-
Microsoft Excel and Word
-
Typing
WHAT YOU WILL DO
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Analyzing client requirements
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Collecting the required financial data
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Analyzing income, expense, loans, insurance and investments
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Feasibility analysis to achieve the client’s dream
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Preparation of reports
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Portfolio review of clients at regular intervals
OPENING 04
Trainee / Executive — Digital Marketing
Female / Male · UG / PG degree, financial background · 0 – 2 years · Chennai · Mon – Sat, 9.30 am – 6.00 pm
KEY SKILLS
-
Computer and designing knowledge
-
HTML
-
Photoshop and image creation
WHAT YOU WILL DO
-
Website management in WordPress — pages, images, testimonials
-
Creating images using Photoshop and online tools
-
Coming up with new creative ideas
-
Promoting our services online
-
Knowledge or experience in HTML coding. No target
-
Infographics, YouTube, video creation and Google Analytics an advantage
OPENING 05
Executive — Customer Care
Female / Male · UG / PG degree, financial background · 0 – 2 years · Chennai · Mon – Sat, 9.30 am – 6.00 pm
KEY SKILLS
-
Good communication in English
-
Computer knowledge
-
Microsoft Excel and Word
-
Typing
WHAT YOU WILL DO
-
Mutual fund and other investment application processes
-
Maintaining client data
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Timely, professional responses to complaints, requests and queries
-
Enabling customer satisfaction
APPLY
One form covers every opening
Fill in the application form and our HR team will get back to you. You can also reach them by phone or email.
PHONE
+91-44-4203 0722
gayathridevi.holistic@gmail.com
OFFICE
Old No 60/3, New No 26, Burkit Road,
T. Nagar, Chennai – 600017, India