💼 Job Opening: Back Office (40%) + Telecaller Sales (60%)
📍 Location: Surat - International Finance Centre (IFC), VIP Road, Vesu, Surat, Gujarat.
💰 Salary: Based on Interview & Experience + Incentive
🧑💼 Experience: Minimum 1+ Year (In Banking & Investment Products)
🔹 About the Company
Our client is a leading financial services organization, recognized for excellence in financial advisory, consultancy, and wealth management solutions. With deep expertise across Mutual Funds, Portfolio Management, Insurance, Equities, and Loans, they are a trusted partner in driving long-term financial growth for clients.
🔹 Roles & Responsibilities
Back Office (40%)
Maintain and update client records & databases.
Support Wealth Managers with documentation and report preparation.
Handle account opening, KYC verification, and compliance processes.
Coordinate with internal teams for smooth operations.
Telecaller Sales (60%)
Make outbound calls to prospective clients.
Fix appointments/meetings for Wealth Managers.
Explain basic financial products and services over calls.
Follow up with leads and maintain a strong sales pipeline.
Achieve set targets for client meetings and sales conversion support.
🔹 Key Skills Required
Strong communication & persuasion skills.
Basic knowledge of financial products (Mutual Funds/Insurance preferred).
MS Office proficiency (Excel, Word, PowerPoint).
Ability to multitask and coordinate effectively.
Positive attitude with a target-driven mindset.
📩 Apply Now
📧 Send your updated resume to: durgesh@trusttrianglemanagement.in
📞 WhatsApp/Call: +91 63554 04085