This is a calling-first role. You'll be on the phone with prospective and existing clients every day understanding what they need, walking them through onboarding, and making sure nothing falls through the cracks. If you enjoy talking to people and take pride in a smooth experience, this is your role.
What You'll Do
- Call prospective clients to understand their needs and schedule conversations with
our advisors
- Follow up with existing clients on documentation, onboarding, and service requests
- Answer day-to-day queries and route anything advice-related to the advisory team
- Keep the CRM updated — every call logged, every follow-up tracked
Must Have
- 1+ years in a customer experience, tele-calling, or client servicing role
- Excellent spoken English and Hindi — clear, warm, and professional on a call
- Patience and composure with senior, successful individuals
- Basic comfort with Excel and CRM tools
Nice to Have
- Experience in financial services, banking, or fintech
- Prior exposure to HNI or premium customer segments
Why Join Us
- Direct access to and mentorship from the Founders
- No selling, no targets, no commissions — we're a fee-only advisory, so your job is to
help, not to push
- Talk to genuinely engaging people — successful, self-made individuals
- Front-row seat at a SEBI-registered advisory building trust-first investing for India
- Room to grow into a full advisory role over time