Opportunity brief
We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.
Role & Responsibilities:
- Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
- Offer personalized investment solutions aligned with clients' short-, medium-, and long-term financial goals.
- Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
- Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
- Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.
- As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time)
Qualification:
- Minimum Graduate from any stream.
Experience:
- Fresher's can apply.
Remuneration:
- As per company norms
Working days:
- Monday to Saturday (first 6months) Post 6months alternate Saturday off.