. The ideal candidate should be able to design, build, and automate intelligent workflows that assist with
sales enablement, client engagement, research, and analytics
across our financial advisory business.This role is ideal for someone who loves experimenting with AI tools, building smart automation, and developing conversational systems that think, plan, and act independently.
Key Responsibilities:
1. Prompt Engineering & Model Design
Develop optimized prompts for
ChatGPT, Claude, Gemini, or other LLMs
to generate high-quality, context-aware outputs.
Fine-tune system and user prompts for
specific financial, sales, and investment contexts.
Design
multi-turn conversations and agent workflows
that handle reasoning, data retrieval, and task execution.
2. AI Agent Development
Build
Agentic AI systems
using frameworks such as
LangChain, CrewAI, AutoGen, or OpenAI Assistants API
.
Connect LLMs with external tools (Google Sheets, CRMs, databases, APIs) to automate routine work.
Develop
custom knowledge bases
and retrieval-augmented generation (RAG) systems for domain-specific queries.
3. Workflow Automation
Create AI-powered automation for
sales scripts, client reporting, market updates, and CRM summaries.
Integrate AI systems with
Zapier, Notion, Google Workspace, or internal dashboards.
Prototype internal agents that support our
wealth management and sales teams
.
4. Research & Experimentation
Stay updated with the latest advancements in
LLMs, embeddings, and agentic frameworks.
Experiment with
new AI tools, APIs, and model updates
to evaluate real-world usefulness.
Document findings, best practices, and reusable prompt templates for the team.
Desired Skills & Experience:
Strong familiarity with
ChatGPT / OpenAI API
(gpt-4, gpt-4-turbo, or newer).
Hands-on experience with
LangChain, AutoGen, or CrewAI
(preferred).
Proficiency in
Python
or
JavaScript
for integrating APIs.
Understanding of
prompt optimization, embeddings, RAG, and tool calling.
Experience with
Google Workspace automation
or
CRM integrations
is a plus.
Analytical and structured problem-solving mindset.
Ability to translate business needs into
AI-powered tools and workflows.
Job Type: Full-time
Pay: ₹10,000.00 - ₹17,000.00 per month
Application Question(s):
How familiar are you with ChatGPT or OpenAI APIs?
? Beginner - I've only used ChatGPT for personal tasks
? Intermediate - I've built prompt workflows or chatbots
? Advanced - I've integrated ChatGPT/OpenAI API with software or databases
Can you explain in 3-4 lines what an agentic AI system is and how it differs from a standard chatbot?
Have you automated workflows using Zapier, Google Apps Script, or similar tools?
? Yes, multiple times
? Tried once or twice
? Not yet, but willing to learn
Are you comfortable working on-site in Kolkata (8:30 AM reporting time, hybrid possible later)?
? Yes
? No
Work Location: In person
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