Working with FTAI is a journey of empowerment and community. It is a place where you are encouraged to be your best self and to make a difference in the world. FTAI is more than just a workplace, it is a family that cares about each other and the communities they serve. Please read the below section of jobs in Chandigarh.Â
While specific employee perks can vary depending on the role, the level of employment (full-time, part-time, contract), and the financial status of the Financial Therapy Association of India (FTAI), here are some potential perks that FTAI employees might receive, focusing on those relevant to the field and the organization’s mission:
As long as you choose to be with us one thing is inevitable that you will learn more than your entire college years you have spent.
Access to FTAI-sponsored workshops, seminars, and conferences at discounted rates or for free.
Financial support for external training and certifications related to financial therapy, mental health, or personal finance.
Opportunities to present at conferences and contribute to publications.
If your education and job both matter to you and you want to complete your higher education we will make a work arrangement so that you can do both happily.
Access to experienced financial therapists and professionals for mentorship and guidance.
Supervision opportunities for those working towards certification.
Opportunities to build connections with professionals in the financial therapy, BFSI, and mental health fields.
Participation in industry events and conferences.
Potential for flexible work hours or remote work options, depending on the role.
Emphasis on work-life balance to promote employee well-being.
Access to resources and programs related to mental health and stress management.
Potential for employee assistance programs (EAPs).
Standard paid time off, including vacation, sick leave, and holidays.
Your growth has no boundary, no timelines. You can grow as slow as you want or as fast as you want. We are a ready catalyst for you.Â
Salaries or compensation packages that are competitive within the BFSI sector.
FTAI membership paid for.
The satisfaction of contributing to a mission-driven organization that promotes financial wellness and improves lives.
The ability to help develop a new and growing field in India.
However bad the time gets you are like family and we will never leave your side when you needed us the most. We trust youÂ
You write your own cheque, you draw your own growth, you take your own decision but never settle down for less.
Salaries or compensation packages that are competitive within the BFSI sector.
FTAI membership paid for.
The satisfaction of contributing to a mission-driven organization that promotes financial wellness and improves lives.
The ability to help develop a new and growing field in India.
However bad the time gets you are like family and we will never leave your side when you needed us the most. We trust youÂ
You write your own cheque, you draw your own growth, you take your own decision but never settle down for less.
FTAI is looking for passionate candidates who have passion for BFSI sector. We are looking at expanding our team and presently looking for the following roles. The role have the flexibility of being full time as well as part time. If you are interested for any other roles, you may also drop in the details, which we will be happy to look into.Â
This unique partnership between IRDAI licensed insurance companies and the Financial Therapy Association of India (FTAI) aims to integrate financial wellness principles into insurance advising. We believe that insurance is not just a financial product but a tool for emotional security and peace of mind. This role combines the expertise of a traditional insurance advisor with a focus on understanding the client’s emotional relationship with money and risk.
Chandigarh, Mohali, Panchkula and other cities (Remote Work Also Available)
The Insurance Advisor (Financial Wellness Focus) is responsible for providing comprehensive insurance solutions to clients while incorporating principles of financial therapy and emotional intelligence. You will assess clients’ insurance needs, explain policy options, and guide them towards informed decisions that align with their financial and emotional well-being. This role requires a strong understanding of insurance products, excellent communication skills, and a genuine interest in helping clients achieve financial peace.
Conduct thorough assessments of clients’ insurance needs, considering their financial situation, life goals, and emotional relationship with risk.
Utilize active listening and empathetic communication to understand clients’ concerns and anxieties related to insurance.
Identify potential financial stressors and emotional barriers that may impact clients’ insurance decisions.
Provide expert advice on a wide range of insurance products, including life, health, and general insurance.
Explain complex insurance concepts in a clear and understandable manner.
Develop personalized insurance plans that address clients’ specific needs and promote financial security.
Explain how different insurance products can help mitigate financial anxiety.
Incorporate principles of financial therapy and behavioral finance into client interactions.
Help clients understand the emotional aspects of insurance and risk management.
Promote healthy financial attitudes and behaviors related to insurance planning.
Collaborate with FTAI resources and training to enhance your understanding of financial therapy principles.
Build and maintain strong relationships with clients, providing ongoing support and guidance.
Respond to client inquiries and resolve issues in a timely and professional manner.
Proactively review clients’ insurance policies to ensure they remain aligned with their evolving needs.
Adhere to all regulatory requirements and ethical standards related to insurance sales and advising.
Maintain accurate client records and documentation.
Participate in required compliance training.
Minimum 10th pass with valid insurance advisor license or certification.
Proven track record of success in insurance sales or advising.
Strong understanding of insurance products and the financial services industry.
Excellent communication, interpersonal, and presentation skills.
Ability to build rapport and establish trust with clients.
Empathy, patience, and a genuine desire to help others.
Interest in financial therapy and behavioral finance.
Preferred: Experience in BFSI, or willingness to complete IC38 Exam, Financial Therapy training.
Competitive compensation package.
Opportunities for professional development and growth.
Access to training and resources from FTAI.
Meaningful work that combines financial expertise with a focus on client well-being.
Opportunity to be part of an innovative partnership.
The Mutual Fund Distributor is responsible for providing comprehensive mutual fund solutions to clients while incorporating principles of financial therapy and emotional intelligence. You will assess clients’ investment needs, explain fund options, and guide them towards informed decisions that align with their financial and emotional well-being. This role requires a strong understanding of mutual fund products, market dynamics, excellent communication skills, and a genuine interest in helping clients achieve financial peace and long-term investment success.
Chandigarh, Mohali, Panchkula and other cities (Remote Work Also Available)
The Mutual Fund Distributor is responsible for providing comprehensive mutual fund solutions to clients while incorporating principles of financial therapy and emotional intelligence. You will assess clients’ investment needs, explain fund options, and guide them towards informed decisions that align with their financial and emotional well-being. This role requires a strong understanding of mutual fund products, market dynamics, excellent communication skills, and a genuine interest in helping clients achieve financial peace and long-term investment success.
Conduct in-depth assessments of clients’ investment goals, risk tolerance, and financial situation, while considering their emotional relationship with money and market volatility.
Utilize active listening and empathetic communication to understand clients’ concerns, anxieties, and biases related to investing.
Identify potential financial stressors and emotional barriers that may impact clients’ investment decisions.
Provide expert advice on a wide range of mutual fund schemes, including equity, debt, and hybrid funds.
Explain complex investment concepts, market trends, and risk factors in a clear and understandable manner.
Develop personalized investment plans that align with clients’ financial goals and risk tolerance, while addressing emotional biases.
Explain how to manage the emotional roller coaster of market fluctuations.
Incorporate principles of financial therapy and behavioral finance into client interactions.
Help clients understand the emotional aspects of investing and risk management, especially during market volatility.
Promote healthy financial attitudes and behaviors related to long-term investing.
Collaborate with FTAI resources and training to enhance your understanding of financial therapy principles.
Build and maintain strong relationships with clients, providing ongoing support, education, and guidance.
Respond to client inquiries and address concerns in a timely and professional manner.
Proactively review clients’ investment portfolios to ensure they remain aligned with their evolving needs and risk tolerance.
Adhere to all regulatory requirements and ethical standards related to mutual fund distribution.
Maintain accurate client records and documentation.
Participate in required compliance training.
Preferred: Valid AMFI registration number (ARN) or willingness to pass NISM VA Exam with Graduation or Post Graduation.Â
Proven track record of success in mutual fund distribution.
Strong understanding of mutual fund products and the financial markets.
Excellent communication, interpersonal, and presentation skills.
Ability to build rapport and establish trust with clients.Â
Empathy, patience, and a genuine desire to help others.
Interest in financial therapy and behavioral finance.
Competitive commission structure and potential for performance-based bonuses.
Opportunities for professional development and growth.
Access to training and resources from FTAI.
Meaningful work that combines financial expertise with a focus on client well-being.
Opportunity to be part of an innovative partnership.
Our strategic partnership between [PMS/AIF/Financial Product Companies and the Financial Therapy Association of India (FTAI) aims to elevate the distribution of sophisticated financial products by integrating financial wellness principles. We recognize that high-net-worth individuals and sophisticated investors often face unique psychological challenges related to wealth management and alternative investments. This role combines the expertise of a seasoned distributor with a deep understanding of the client’s emotional relationship with complex financial instruments and risk.
Chandigarh, Mohali, Panchkula and other cities (Remote Work Also Available)
The Distributor (PMS/AIF/ Financial Products) – is responsible for providing tailored investment solutions in PMS, AIF, and other alternative financial products, while incorporating principles of financial therapy and emotional intelligence. You will assess clients’ sophisticated investment needs, explain complex product structures, and guide them towards informed decisions that align with their financial goals and emotional well-being. This role requires a strong understanding of alternative investment strategies, market dynamics, exceptional communication skills, and a genuine commitment to helping clients navigate the psychological complexities of wealth management.
Conduct comprehensive assessments of high-net-worth clients’ investment goals, risk appetite, and complex financial situations, while deeply considering their emotional relationship with substantial wealth and alternative investments.
Utilize advanced listening and empathetic communication to understand clients’ unique concerns, anxieties, and biases related to alternative investments.
Identify potential psychological barriers and emotional triggers that may influence clients’ investment decisions in sophisticated products.
Provide expert advice on a range of sophisticated financial products, including Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and other alternative investment vehicles.
Explain complex investment strategies, risk profiles, and performance metrics in a clear and concise manner.
Develop customized investment plans that align with clients’ sophisticated financial goals and risk tolerance, while addressing their emotional biases.
Explain the psychological impacts of less liquid and more volatile investments.
Integrate principles of financial therapy and behavioral finance tailored for high-net-worth individuals and sophisticated investors.
Help clients understand the emotional aspects of managing substantial wealth and navigating complex investment strategies.
Promote healthy financial attitudes and behaviors related to alternative investments and wealth preservation.
Collaborate with FTAI resources and training to enhance your understanding of financial therapy principles in the context of sophisticated financial products.
Build and maintain strong, long-term relationships with high-net-worth clients, providing personalized support, education, and guidance.
Proactively anticipate and address clients’ complex financial needs and concerns.
Provide regular portfolio reviews and performance updates, while addressing the emotional impact of market fluctuations on sophisticated portfolios.
Adhere to all regulatory requirements and ethical standards related to the distribution of PMS, AIF, and other alternative financial products.
Maintain meticulous client records and documentation.
Participate in required compliance training specific to sophisticated financial products.
Preferred: Valid AMFI registration number (ARN) or willingness to pass NISM VA Exam or Valid APRN registration number (APRN) or willingness to pass NISM XXI-A Exam with Graduation or Post Graduation.Â
Relevant certifications and licenses for the distribution of PMS, AIF, and other alternative financial products.
Proven track record of success in distributing sophisticated financial products to high-net-worth clients.
Deep understanding of alternative investment strategies, market dynamics, and risk management.
Exceptional communication, interpersonal, and presentation skills.
Ability to build rapport and establish trust with high-net-worth clients.
Strong understanding of the psychological aspects of wealth management.
Interest in financial therapy and behavioral finance, specifically as it relates to high-net-worth individuals.
Competitive commission structure and potential for performance-based bonuses.
Opportunities for professional development and growth.
Access to specialized training and resources from FTAI.
Meaningful work that combines sophisticated financial expertise with a focus on client well-being.
Opportunity to be part of an innovative partnership addressing the unique needs of high-net-worth investors.
We are Hiring
We are seeking a highly motivated and results-driven Telesales Representative to join our team. The ideal candidate will be responsible for generating leads, building rapport with potential customers, and closing sales over the phone. You will play a crucial role in expanding our customer base and achieving sales targets.
We are seeking a motivated and enthusiastic HR Intern to join our team. This internship offers a valuable opportunity to gain hands-on experience in various aspects of human resources. The HR Intern will assist the HR department with administrative tasks, recruitment, employee onboarding, and other HR-related projects. This is an excellent opportunity for students or recent graduates looking to build a foundation in human resources.
