Responsibilities
Direct Responsibilities
Technical & Behavioural Competencies
Basic knowledge of computer, MS-Office
Specific Qualifications (if required)
NA
Skills Referential
Behavioural Skills (Please select up to 4 skills)
Ability to collaborate / Teamwork
Client focused
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Transversal Skills(Please select up to 5 skills)
Analytical Ability
Ability to develop others & improve their skills
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Education Level
Experience Level
Other/Specific Requirements (if any)
NA
Key Performance Indicators (KPI)
Performance Evaluation Category
Performance Objectives
Indicative Weightages
Key Performance Indicators (KPIs)
Revenue
Active Clients servicing revenue
New acquisition
Commodity and Currency revenue
70%
15% growth in mapped brokerage or 10 times of CTC whichever is higher.
Converting 2 potential clients to super trader and 20000 incremental revenue per month
New client acquisition 4 per month and new revenue 20000 per month.
Commodity and currency revenue 0.5 times of CTC.
Cross Sell
MF- LS
MF SIP
EMF/LAS
Insurance
20%
LS(Net Equalised)- 6.5 lakhs per month
SIP(Incremental)- 15000 per month
Incremental Loans 7.5 lakhs per month average utilisation.
NPS Score
NPS score and CSAT
10%
NPS score-30
CSAT:- 80%
Mornings are loud at home—tiffins, uniforms, a power bill ping, a shoe that’s always missing.
My 8-year-old asks, “Amma, can our money help the planet?”
I open Mom Card. The school fee I paid last week shows up in my Impact Wallet—a little line of pride: “3.2 kg CO₂e retired.” Right below it, 24K gold we’ve quietly earned in the vault. And a small note from Buddy Mom (AI): “You’re close to this month’s family goal.”
I’m not chasing hacks. I’m building something steady—gold for our future, co-ownership credits in a company built for families like mine, and verified climate action that I can show my kids with a real certificate.
This is Value1 | Mom Card—the world’s first climate fintech co-owned by moms.
Mom Card turns every day spends into gold rewards and optional auto-offsets.
Mom Store: bills, shopping, travel, loans, insurance, housing, overseas admissions—earn gold + ownership on all of it.
Impact Store brings sustainable brands and auditable carbon credit retirements.
Community is where we learn, cheer, and co-own what we grow.
Buddy Mom (AI) keeps it simple—gentle nudges, multilingual tips, kid-friendly explainers.
I’m still the same mom—budgeting, planning, hoping.
Now my daily spend quietly builds gold, ownership, and impact—and my kids can see it.
Co-own what you grow.
Join the waitlist. • Book a demo • Partner with us
Programs, rewards, ownership credits, and impact claims are subject to terms and local regulations.
