ABOUT iQuantsGraph :

At iQuantsGraph, you come first. We Live in more challenging environment, every individual
or the companies expect the Best Quality and industry standard approach to take their
companies to the new heights. We at iQuantsGraph make the Dream come true. With our
Latest Technology and Quantitative Analysis approach having more than 2-decade
experience professionals making things simpler and building long-term business
relationship.

Our Due Diligence & Portfolio Advisory process assist the organization as Financial
Backbone giving them the earliest forecast about their businesses,

• To Decide Required funds

• Quantum of funds to be raised
• Current Valuation of the company.
• Stake Negotiation and Exit process
• Networking with the investors

Our Core Area of Focus is into Organization strategy, Business Due Diligence, Merger &
Acquisition, Portfolio Risk Management, Angel Funding, Market Technical Analysis, Market
Demand Study, ARC , IPO Due Diligence and Compliances

Vision
To be the trusted advisor and partner providing customer best-in-class financial performance
for the organization and deliver strategic solution that helps our customer their business
sustainable growth.

Mission
To become the world-class solution data driven financial analysis company that provide
financial transparency and helping customer holistically driving value and outcome through
digital data driven solution wealth management and consulting advisory services

For more details Can Visit our Website: www.iquantsgraph.com

Get Connected to Our social media Page: @iquantsgraph

 JOB DESCRIPTION

Strategic Planning Manager – Female

They work closely with high-net worth individuals and affluent families on how to invest their
portfolios and plan their finances to meet their financial goals. Set branch revenue & work with team
to achieve it.

• Working towards iQuantsGraph strategic Vision and Mission.

• Setting Goals & Objectives.
• Crafting tactics to achieve those objectives.
• Implementing and executing the tactics.
• Evaluating and measuring performance.
• Organising events and conferences.
• Keeping track of team’s important tasks and deadlines.
• Managing databases and filing systems.
• Implementing and maintaining procedures/administrative systems.
• Budget Management.
• Travelling along with CEO/ CFO /VP during official visit.
• Meeting branch targets along with set team.

Salary: Min – 3 Lacs - 7Lacs PA Industry Standard

Location: Coimbatore
Qualification: Any Degree with Good English Communication
Experience: 2yrs +
Banking industry Preferred / Insurance Sector
No of Position: 1- (ONE)
Wealth Manager JD - Male & Female
Wealth managers primarily offer services for high-net-worth individuals and ultra-high-net-worth
individual. You have the opportunity to leverage a vast range of products and resources to deliver
solutions that meet the unique financial needs and goals of individuals and families.

• Exceptional analytical and conceptional thinking skills.

• The ability to understand stakeholders and work closely with them to determine acceptable
solutions.
• Giving advice on financial investments.
• Track and update client's portfolio.
• Assess the client's exposure to risk. Educate the client on mitigating risks.
• Add value to the client and stay ahead of the competition by structuring and implementing
innovative deals in working capital, term loan and project finance.
• Products to be handled - Direct Equity, Futures & Options – Online and Offline platform.
Mutual Funds – Investing in both Indian and International markets and across multiple asset
classes. Portfolio Management Services (PMS) – across equity, debt and real estate. Bonds /
Deposits – Issued by Government, and Corporate, Life & General insurance, AIF.
• Oral and written communication skills.
• Interpersonal & consultative skills.
• Domain knowledge.
• Should be familiar with key software.
• Problem solving skills
• Meeting set targets month on month.

Salary: Min – 3 Lacs - 6Lacs PA Industry Standard

Location: Coimbatore/Salem
Qualification: Any Degree with Good English Communication
Experience: 1.5yrs +
Industry Preference: Banking / Insurance Sector
No of Position: 4 (FOUR)
Operation Executive JD - Female
• Carries out administrative work.
• Organising meetings & appointments through telle calling for Wealth Managers.
• Oral and written communication skills.
• Technical proficiency.
• Data processing skills.
• Product development.
• Strategic planning.
• Typing, compiling, and preparing reports, presentations, and correspondence.
• PPT presentations, word, excel & basic computer skills required.

Salary: Min – 2.5 Lacs – Max 3lacs Industry Standard

Location: Coimbatore
Qualification: Any Degree with Good English Communication
Experience: 1.5yrs +
No of Position: 1 (TWO)