Broad Spectrum of Duties & Responsibilities:
- Proactive engagement with IFAs (B2B) Partners & Direct Investors (B2C) by telesales & virtual engagement
- Direct engagement thru virtual meetings, one on one calls, webinars to build B2B Channel
- Engage with Channel Partners & Prospect customers for wealth products(Fixed Income,P2P,Insurance,MFs)
- Leverage digital campaigns to build the prospecting funnel
- Engaging & managing the portfolio by supporting customer service & channel queries

Key Skills/Abilities:
- Good understanding of Financial Markets
- Knowledge across investment products (Fixed Income, P2P,Insurance,MFs)
- Excellent communication skills (Verbal and Written)
- Experience with growth marketing & communication
- Ownership, Passion, Ability & Ambition to perform in a high growth organization

Qualification: Graduate Location:Mumbai

Reporting To:Manager - Virtual Relationship, Wealth Experience:0 - 2 years

Job Types: Full time, Permanent

Pay: ₹300,000.00 - ₹500,000.00 per year

Work Location: In person

📌 Virtual Relationship Officer (Andheri)
🏢 Finder Consulting
📍 Andheri