Our Team
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Founders
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Deepak Jain
Co-Founder & Head of Customer Engagement
Deepak brings over 17 years of experience in delivery excellence and customer engagement. In his previous role, he was heading Customer Delivery & Excellence team at Tech Mahindra UK division. He has worked across the globe from Asia, America, Europe and Australia with several prestigious customers. Deepak is passionate about Personal Finance space and wants to spread financial awareness amongst masses. He did his MBA from IIM-B and graduation from IIT-R.
Shailendra Kumar
Co-Founder & Head of Sales and Marketing
Shailendra holds certification in Financial Markets from Yale University (US) and B.E in Electronics from IIT-Roorkee. Shailendra has over 17 years of experience in Sales & Delivery of complex projects in embedded mobile domain. He has strong entrepreneurial instincts and has a goal of developing process driven and scalable financial advisory company. He believes that Technology can be leveraged to provide affordable and high quality financial advise to masses.
Shrikant Kolhar
Co-Founder & Head of Technology and Analytics
Shrikant brings more than 15 years of Tech experience as Solution Architect and Lead consultant. He was early team member of i2 technologies. Ex-COO of Calm.io which got recently acquired by Nutanix Inc. He has a PhD in Economics from IIM-B and is passionate about use of technology in Finance.
We are hiring
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Associate Financial Advisor :
Job Profile :
• Understanding customer requirement and creation of a comprehensive Financial plan for the customer. We have an in-house tool to create the Financial plan. We will provide training for the same.
• Analysis of customer’s current portfolio and advising him to sell/redeem his bad assets.
• Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals.
• Review and track the financial plan for the customers assigned to you.
Candidate Profile :
• CWM or CFP or NISM IA Level-2 (Mandatory)
• Work Experience – 2yrs+, Female candidates who have taken a break earlier are most welcome to re-start their professional life with us
• Education – MBA-Finance / Post graduation in Finance (Mandatory)
• Proficiency in Microsoft Excel is mandatory.
Investment Analyst :
Job Profile :
• Preparing Review Reports for the customer. We have an in-house tool to create the review report of financial plan. We will provide training for the same.
• Handling customer queries related to investments, capital gains, etc.
• Analyzing different investment products.
Candidate Profile :
• Knowledge of Mutual Fund (Mandatory) and Good Excel Skills
• CWM (Preferred)
• Work Experience –0-1 years mandatory in finance
• Education – Graduation/Post Graduation
• Mutual Funds V-A Certification (Preferred)
How to apply?
Please send your resume to hr@finatoz.com
Call us at +917044906409
Contact Us
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Write a message
"If you got any questions, please do not hesitate to send us a message. We reply within 24 working hours."
#4020, 2nd Floor, 17th Main, 1st Cross, Indiranagar, Bengaluru, Karnataka 560008
info@finatoz.com
+91-99160 55544
