Investment Counsellor

We are a one-stop financial services firm, widely recognized for the quality of our advice, personalized client service, and use of cutting-edge technology. Established in 2008, we have grown steadily and currently serve over 50,000 investors across India. Our strength lies in offering reliable and diversified financial solutions through a dedicated team of 100 professionals. Our core product offerings include Mutual Funds, Fixed Deposits, Government Bonds, Debentures, and other investment products designed to meet varying financial needs.

Role & Responsibilities

1. The role involves engaging with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. The candidate will understand client requirements and offer personalized investment solutions aligned with their short-, medium-, and long-term financial goals.

2. Building and maintaining strong client relationships is essential to ensure satisfaction, retention, and long-term loyalty.

3. The role also requires staying updated on market trends, financial products, and investment opportunities to provide timely and relevant guidance.

4. Contribute to business growth by tracking leads, following up with prospects, and acquiring new clients through referrals, networking, and community outreach.

Qualification: Minimum graduate from any stream

Experience: Freshers can apply

Remuneration: As per company norms

Working Days: Monday to Saturday (first 6 months); post 6 months, alternate Saturdays off

Contact - 8108518344

• It is a Full Time Telesales / Telemarketing job for candidates with 0 - 3 years of experience.