Fintemple Financial Srvices Pvt LtdJob Description: Client Relationship Executive / Investment SpecialistAbout UsWe are a fast-growing wealth management and advisory firm managing an AUM of over ₹750 Cr, catering to HNI and Ultra HNI clients. Our product offerings include PMS, AIF, Offshore Investments, LRS, Mutual Funds, and Insurance solutions.We are expanding our team and looking for freshers as well as experienced professionals who are passionate about client engagement and wealth advisoryRole & ResponsibilitiesConnect with HNI and Ultra HNI clients through calls, meetings, and networking.Explain and position products such as PMS, AIF, Offshore, LRS, MF, and Insurance.Assist in client onboarding, documentation, and investment execution.Build long-term relationships with clients through trust and consistent follow-ups.Support senior wealth managers in business development and client servicing.Who Can ApplyFreshers with strong communication skills and an interest in financial markets.Working professionals from banking, financial services, or insurance looking to grow in wealth management.Graduate / Postgraduate in Finance, Commerce, Economics, Business Administration, or related fields (MBA/CFA/CFP preferred but not mandatory).Skills RequiredExcellent communication and presentation skills.Strong relationship-building ability with HNI/Ultra HNI clients.Good understanding of financial products (training will be provided for freshers).Self-motivated with a drive to achieve targets.What We OfferOpportunity to work with a high-growth wealth management firm.Exposure to ₹750 Cr+ AUM and diversified product portfolio.Mentorship and training by industry experts.Attractive incentives and career growth opportunities.Location: Malad (W) / Borivali (E)Employment Type: Full-time
Other Details
- It is a Full Time Telesales / Telemarketing job for candidates with 6 months - 2 years of experience.
More about this Telecaller job
What is the eligibility criteria to apply for this Telecaller job?
Ans: The candidate should be 12th Pass and above and above with 6 months - 2 years of experience of experience
How much salary can I expect for this job role?
Ans: You can expect a salary of ₹15000 - ₹45000 per month + Incentives that depends on your interview. It's a Full Time job in Mumbai.
How many working days are there for this Telecaller job?
Ans: This Telecaller job will have 6 working days.
Are there any charges applicable while applying or joining this Telecaller job?
Ans: No, there is no fee applicable for applying this Telecaller job and during the employment with the company, i.e., Fintemple Financial Services Private Limited.
Is it a work from home job?
Ans: No, it’s not a work from home job and can't be done online.
How many openings are there for this Telecaller role?
Ans: There is an immediate opening of 4 Telecaller at Fintemple Financial Services Private Limited
Who can apply for this job?
Ans: Both Male and Female candidates can apply for this Telesales / Telemarketing job.
What are the timings of this Telecaller job?
Ans: This Telecaller job has Day Shift.
Candidates can call HR for more info.