Company Profile:
We are a one-stop financial services shop, widely known for quality of our 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 offerings include mutual funds, FDs, and Government Securities. 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.
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.
Contact:
Email: [email protected]
Mobile : 8655867034
Job Types: Full-time, Permanent, Fresher
Pay: ₹20,000.00 - ₹30,000.00 per month
Work Location: In person
