Wealth management

Company Profile:

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.

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.

• It is a Full Time Sales / Business Development job for candidates with 0 - 6+ years Experience.