Current Job Opening

Relationship Manager-Sales

New Client Acquisition through various marketing activities.

Execution of the vision of the company by providing solutions to clients for fulfillment of their financial goals like Health Protection, Retirement Planning, Child education planning Upselling & Cross selling financial products to existing clients as per their needs-based analysis and current market trends

Maintaining cordial relationships with clients & reviewing their portfolio on quarterly basis.

Skills & Qualification:
  • Graduate preferably with a CFP Degree/ MBA
  • Freshers who are passionate about Investments related work.
  • Candidate with NISM V-A Certificate.
  • Relevant work experience of at least 1-2 years.
  • Confident and resilient personality.

Telecaller

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.

Skills & Qualification:
  • Graduate with good communication and interpersonal skills
  • Handling Inbound calls and Making Outbound Calls.
  • Generating Appointments pertaining to financial instruments like Mutual Funds, Insurance (Health, life), NPS etc.
  • New Client acquisition & servicing Existing clients
  • Continuously meeting or exceedingly daily and monthly targets with respect to Appointment & New Clients Acquisition.