Investment Education Tutor - Mumbai, India - Upstox

Upstox
Upstox
Verified Company
Mumbai, India

1 month ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

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.

We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our

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 in

2009 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.

Set up processes to develop learning content and to deliver it via webinars/seminars

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
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