Job Title: Investment Coach

Location: HSR Layout, Bangalore contact via whatsapp-(phone hidden)

Experience

6 months to 3 years of experience in telesales or inside sales, preferably within the financial services domain.

Prior experience or knowledge of mutual funds is an added advantage.

Freshers with strong communication skills and a keen interest in finance may also apply.

Key Responsibilities

Achieve daily productivity targets, including 200 outbound calls and 3 hours of talk time.

Effectively plan and utilize the workday to engage and educate customers through telephonic conversations.

Educate customers on investment products, with a primary focus on mutual funds and achieve daily and monthly targets through these conversations.

Recommend suitable investment solutions aligned with customers’ financial goals and risk profiles.

Meet defined sales, redemption calling, and daily ticket-closing targets.

Build and maintain long-term customer relationships through high-quality service and consistent follow-ups.

Adhere to organizational processes, compliance requirements,



and performance KPIs.

Required Skills

Excellent verbal communication skills in English and Hindi (neutral accent preferred).

Preferred Qualifications

NISM Series V-A certification (preferred; candidates without certification should be willing to obtain it.

Proven experience in selling financial products such as mutual funds or insurance.

Work Setting & Structure

Fixed day-shift timings to ensure better work-life balance.

6 days working with 1 rotational weekly off.

Structured work schedule with clearly defined productivity benchmarks and KPIs.

Role is completely office-based with no fieldwork involved.

Basic understanding of financial products and risk management concepts.

Strong customer-centric mindset with effective problem-solving abilities.

Ability to perform consistently in a target-driven and structured work environment.

Regards Ankita

Pay: ₹40,000.00 - ₹45,000.00 per month

Work Location: In person

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