Company Profile We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Our core product offering is mutual fund, FD, Govt. Bonds, Debenture, etc.
Role Responsibilities
- Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
- Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.
- Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
- Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
- Drive business growth by tracking leads, following up on prospects, and acquiring current clients through referrals, networking, and community outreach.
Qualification : Minimum Graduate from any stream. Experience : Freshers can apply.