Our Process

Meet your Client, Understand him and his family situation and see the main earner, and supplementary incomes and dependents.

Identify the Emotional Needs of the Client, their importance in their life. Help them discover financial goals with realistic costs and prepare them for Goal Setting with Inflation Risk and Return factors.

Portfolio Scan and Xray, to weed of current investments and put in place a strategy for implementation of Financial Goals. Put in place a savings plan for the future. Assist in implementation and getting it started.

Periodic Review and setting aside time to reassess the Financial Situation, helps in getting the Client Expectations Right, and getting him back on track and be incharge of Financial Lives with advisor.

Financial Information Document for Family; Try is free now!

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Customer's Testimonials

As an NRI, managing investments can be challenging, but Seabucks FinServ has made the process smooth and hassle-free. Their professionalism, deep understanding of global markets, and personalized service have been invaluable. From portfolio optimization to tax-saving strategies, I trust them completely with my investments. Highly recommended for any NRI looking for expert and reliable financial guidance.

Sandeep Bhardwaj, NRI, Australia

The support from Seabucks feels genuine. Their ongoing portfolio reviews and commitment to keeping clients informed create a trusting relationship that I truly value. The team is always there to answer my queries. Highly recommended

Vani Gupta Dandia, Founder at CherryPeachPlum, Former Marketing Director, PepsiCo

I was really impressed with how thorough and patient the team was. They took the time to explain everything clearly, making sure I was comfortable with each step. I never felt rushed or pressured, just supported and well-informed, which made the entire experience so much easier and stress-free.”

Virat Khullar, Group Head Marketing, Hyundai India

I appreciate how they tailor my portfolio to my risk profile and provide comprehensive market updates every few months. Their financial awareness sessions have been incredibly enlightening!

Archana Aggarwal, Former VP Media, Airtel

Talk With Us

www.seabucksfinserv.in is an online website of SEABUCKS FINSERV PVT LTD who is registered AMFI Registered vide ARN No 249940 as a AMFI Registered Mutual Funds Distributor. The said website is intends to provide educative and informative details related to investments and also provide online transaction facility in Mutual Funds. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.

Job Description of Relationship Executive/Tele Sales Executive

Role: Relationship Executive / Telesales Executive
Roles & Responsibilities:

Conduct outbound calls to potential clients to promote our financial advisory services and generate leads.
Provide detailed information about various financial products and services like Insurance, Mutual funds etc.
Achieve daily and monthly targets for calls and conversions.
Maintain a database of client interactions and follow up on leads.

Experience & qualification: Graduate / Post Graduate in Finance with a minimum of 6 months of experience in tele calling or outbound sales.
Required Skills

Candidates with Excellent communication and interpersonal skills.
Good Understanding of financial instruments such as Insurance or mutual funds.
Pleasing Personality and well behaved.
Ability to work in a target-driven environment.
Candidates with NISM – MF Advisory module /CFP/CWM would have an added advantage.
Collaborative and dynamic work environment, with a team of experienced professionals passionate about wealth management.

If you are a self-starter with a passion for finance and a desire to help clients achieve their financial goals, we would love to hear from you!

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Job Description of Sales Manager

About Us:
Seabucks Finserv Private Limited is a leading financial services provider specializing in mutual funds, insurance, bonds, Co FDs and PMS/AIF. We are dedicated to delivering innovative financial solutions to our clients as per there investment strategies.
Job Summary:

We are looking for a motivated and experienced Sales Manager who will be responsible for driving sales growth and expanding our client base with our various financial products. This role requires a strategic thinker with strong leadership skills and a proven track record in sales within the financial services sector.

Key Responsibilities:

Develop and execute strategic sales plans to achieve revenue targets for mutual funds, insurance, bonds, Co FDs.
Identify and explore new market opportunities and build strong relationships with potential clients by generating AUM.
Conduct market research to stay updated on industry trends, competitive landscape, and client needs.
Monitor sales performance metrics and prepare regular reports for senior management.
Represent the company at industry events, conferences, and networking opportunities.

Qualifications:

At least 4+ years of experience in sales within the financial services industry, with a strong understanding of insurance, mutual funds, bonds, Co FDs.
Proven track record of achieving sales targets and driving business growth.
Excellent communication, negotiation, and interpersonal skills.
Ability to work independently and as part of a team.
Professional Financial Certifications (NISM, CFA, CFP)
Masters’ degree in Sales and Finance will be an added advantage.

What We Offer:

Competitive attractive salary and performance-based incentives.
Opportunities for professional development and career advancement with an experienced professional team
A supportive and collaborative work environment.

Coordination with Mutual Fund AMCs for daily based routine operational work Managing Mutual Funds transaction processing for clients. Servicing clients in regard to various challenges faced in reference to their investments. Making sure the compliance with laws and regulations Creating MIS reports on a daily basis.
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OUR APPROACH

OUR PROCESS

WHY SEABUCKS?

CRAFT

Financial Health Check

Financial Fact Finder

Goal Based Planning

Financial Calculators

Contact Us

Client Corner

Our Process

Customer's Testimonials

Job Description of Sales Manager