Training & Role: Selected candidates will receive comprehensive training in Mutual Funds and Insurance. Post-training, your primary focus will be on relationship management and client service.
· Client Management: You will be assigned to serve our existing base of 6000+ customers. There is no requirement to find recent clients or perform cold calling.
· Service-Oriented: Meeting with existing clients to explain basic financial concepts and provide ongoing support.
· Zero Pressure: This role comes with no sales targets; the focus is entirely on quality service and client retention.
· Operational Support: Assisting in day-to-day office activities, documentation,
and lead follow-ups within our current database.
· Marketing Support: Helping with general marketing activities to keep our existing clients engaged.
Perks & Facilities
· Fuel Allowance: All work-related fuel expenses will be provided.
· Communication: A company mobile phone will be provided after a certain period of employment.
· Accommodation: Residential facilities are available for male candidates.
· Stability: Work with an established client base in a professional, growth-oriented workplace.
Preference will be given to candidates who own a two-wheeler and hold a valid license.