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 — explicit, warm, and qualified 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