Company Description
ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones.
Role Overview
We are looking for a motivated and confident Pre-Sales Investment Specialist to join our team in Chennai.
The role involves speaking with prospective clients, understanding their investment requirements, introducing them to our services, and helping them to take the next step in their investment journey.
This is a client-facing role suited for someone who enjoys conversations, is comfortable speaking over the phone, and is interested in building a career in financial services and investments.
Key Responsibilities
- Connect with prospective clients through phone calls and follow-ups.
- Understand their investment needs, goals, and current financial situation.
- Explain our investment services and offerings in a simple and clear manner.
- Qualify leads based on their requirements and level of interest.
- Guide interested prospects through the account-opening and onboarding process.
- Follow up with leads and help move conversations towards conversion.
- Maintain accurate records of client conversations and follow-ups in the CRM.
- Coordinate with internal investment and relationship management teams wherever required.
- Participate in investor webinars, campaigns, and other lead-generation initiatives.
- Continuously improve product and investment knowledge.
What We Are Looking For
- 0–2 years of sales experience in any field. Fresh graduates are welcome to apply.
- Strong communication and interpersonal skills.
- Self-driven, disciplined, and comfortable working towards targets.
- Willingness to learn about mutual funds, investments, and personal finance.
- Proficiency in English and Tamil is required. Preferred Background Anyone with sales experience or freshers with interest in sales.
What You Will Gain
- Practical exposure to the investment and wealth-management industry.
- Training on mutual funds, investments, financial planning, and client conversations.
- Opportunity to interact with investors and understand real-world financial requirements.
- A performance-driven environment with opportunities for learning and career growth.
- Opportunity to grow into larger sales and relationship-management roles based on performance.
Pay: From ₹300,000.00 per year
Benefits:
- Health insurance
- Provident Fund
Work Location: In person
