About Wealthdoor
Wealthdoor Investment Advisers Private Limited is a SEBI-registered investment advisory firm dedicated to helping individuals achieve their financial goals through personalized, research-driven investment solutions. We leverage technology and expert financial guidance to deliver a seamless investment experience.
Role Overview
We are looking for a dynamic and customer-focused Digital Investment Associate / Digital Investment Executive to join our team. The ideal candidate will be responsible for engaging with prospective clients, converting qualified leads, guiding customers through digital investment solutions, and providing exceptional support throughout the investment journey.
Key Responsibilities
- Contact and engage with leads generated through digital channels.
- Explain Mutual Funds, SIPs, and other financial products to prospective clients.
- Convert qualified leads into customers through effective consultative selling.
- Follow up with prospects and maintain regular communication to maximize conversions.
- Handle customer queries and provide prompt resolution.
- Maintain accurate records of customer interactions in the CRM system.
- Coordinate with internal teams to ensure a smooth onboarding experience.
- Achieve monthly sales and conversion targets.
- Stay updated on financial products, market trends, and regulatory requirements.
Candidate Requirements
- Graduate in any discipline; Finance, Commerce, or Marketing preferred.
- 1–3 years of experience in Tele-Sales, Inside Sales, Lead Conversion, or Customer Support.
- Experience in Mutual Funds, FinTech, Banking, Broking, Insurance, or Wealth Management preferred.
- Excellent communication skills in English, Hindi, and at least one regional language (Marathi preferred).
- Strong telephone etiquette, lead follow-up, objection handling, and conversion skills.
- Basic understanding of Mutual Funds, SIPs, and financial products.
- Comfortable working with CRM and digital applications.
- NISM-Series-XXV-A: Persons Associated with Research Services (Sales and Other Non-Core Services) Certification Examination – Mandatory/Preferred.
- Target-oriented, customer-focused, and comfortable with non-field/inside sales.
Work Location: Pune (Work From Office)
Competitive fixed salary with attractive performance-based incentives.
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
