Client Solutions & Product Analyst

Company Description MoneyKonnect LLP is a financial services firm focused on sustainable growth and long-term financial stability for clients. The organization prioritizes substantive, reliable financial instruments over volatile and trendy options that may undermine future security. Its team supports individuals on a steady financial journey through informed, thoughtful decision-making. By offering expertise and clear guidance, MoneyKonnect LLP helps clients navigate financial complexities and work toward financial freedom aligned with their personal goals.We're hiring a Client Solutions & Product Analyst - Moneykonnect (by Tayal Capitals, in financial distribution since 1989) is looking for someone who can explain complex investment products in plain language, back them with data, and help build our client reporting tools.We are an AMFI-registered MFD, SIF distributor, APMI-registered PMS distributor, and distributor of AIFs and GIFT City funds. We serve retail, HNI, UHNI and developing client segments.What you'll doClient meetings (40%): explain MFs, SIFs, PMS, AIFs and GIFT City funds clearly; prepare review packs (XIRR, allocation, overlap) and run client reviews.Analysis (20%): compare funds on returns, risk and costs; check factsheets and PPMs; segment our client book.Product (20%): define features for our reporting and analysis tools; test prototypes against source statements.Content (20%): script and create informational content for social media that makes investing concepts easy to understand, within AMFI and SEBI norms.You must haveNISM Series V-A certification2–5 years in financial distribution, an AMC, a PMS, or a fintech product or analytics roleFluency in explaining complex financial terms in layman's language, in English and HindiStrong Excel or Google Sheets skillsGood to haveNISM Series XXI-A (PMS) and Series XIII (for SIFs)Experience creating informational finance content: scripts, reels, carousels or newslettersComfortable running and analyzing data and comfort with AI tools

Location: Noida - sector 27 · Full-timeTo apply: email your CV to info@moneykonnect.in with a one-page note or a 60-second video script explaining any one fund or strategy to a first-time investor.

We read the note first.