About the role
About Network FP
Network FP is India's professional community for Personal Finance Professionals (PFPs): financial planners, advisors and mutual fund distributors. We're working towards 10,000 qualified PFPs by 2030.
The Role
You'll be the go-to person for a growing group of PROMembers, starting small and building up to around 1,000. It's a calling and servicing role, ideal if you enjoy talking to people and following through.
What will you do?
- Convert: Call Provisional Members about updated eligibility, collect their documents and help them become PROMembers
- Onboard: Welcome new PROMembers and walk them through their benefits
- Activate and engage: Help members use their resources and stay in touch throughout the year
- Renew: Own renewals for your members and bring back those who lapse
- Track: Log every interaction in the CRM and share a weekly update
Who are we looking for?
- Final-year student or graduate in Commerce, BBA, BMS, Economics, Finance or a related field
- Enjoys talking to people and is comfortable on calls through the day
- Clear communication in English and Hindi; a regional language is a plus
- Reliable with follow-ups and comfortable with Google Sheets
- Customer-facing experience or an interest in personal finance is a bonus
What you'll get
- Training in the personal finance profession, with mentorship from our RMs
- A clear path from intern to full-time RM after 3 months
- A chance to be part of NFP National 2027, India's biggest conference for PFPs