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Investment Education Tutor
3 months ago
The Upstox Story:
Upstox is one of India's leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses.
state-of-the-art trade & investment platform and
commission-free pricing. We offer numerous asset categories to invest in, like Stocks, IPOs, Mutual Funds, and more.
By focusing on our customers' needs and equipping them with personalized yet powerful tools, we witnessed a steep growth of 800% in our customer base from
25 Thousand in 2017 to
2 Lakh in 2019. With 1500% growth in 2020, currently, over
11 million customers trust us with their investment decisions, thus setting us on the course to become an industry-leader in the country.
Our mission is simple - to break down the complexities of investing and make it more effortless, accessible, affordable, and easy for the masses to adopt.
This key principle when infused with intuitive design and leading-edge technology will help us empower every Indian to take control of their investments.
RKSV Securities was founded by Ravi Kumar and Shrinivas Viswanath in2009 and was soon graced by Kavitha Subramanian as the third co-founder in
2016. Backed by Ratan Tata, Upstox had raised
$4 million in Series A funding in early
2016 that was led by Kalaari Capital. The
Series B funding round scaled multifold and witnessed an investment of
$25 million by US-based investment firm - Tiger Global Management in
September 2019.
We have a team of highly skilled technology and finance professionals, and are currently looking for highly motivated field experts to be part of our high-energy team.
Job Title:
Investment Education Tutor
Job Description:
Key Responsibilities:
Develop and deliver comprehensive investment curriculum covering topics such as fundamental analysis, investment portfolio management, mutual funds, and technical analysis.
Conduct webinars and seminars to educate and train individuals on investment strategies and techniques.
Identify other formats/ media to deliver learning content
Identify platforms/ companies for potential tie-up to broadbase delivery
Provide coaching and support to students to help them achieve their investment goals
Continuously update and improve course materials to ensure they are current and relevant.
Monitor and assess student progress, providing feedback and guidance as needed.
Set up processes to monitor key success metrics for the courses and deliver on targets for the same
Qualifications:
7-10 years of experience in the investment industry.
Strong understanding of fundamental analysis, investment portfolio management, mutual funds, and technical analysis.
Experience in building robust course structures and delivering training sessions.
Excellent verbal and written communication skills.
Strong interpersonal and coaching abilities.
Comfortable with conducting webinars and seminars.
Education:
Bachelor's degree in finance, economics, or a related field is preferred.
Professional qualification like CA/CFA/CFP/CMT is required
Registration with SEBI (as an investment advisor) is a plus