ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones.
Role Overview
We are looking for a motivated and confident Sales & Client Acquisition Professional to join our team in Chennai.
The role involves speaking with prospective clients, understanding their investment requirements, introducing them to our services, and helping them to take the next step in their investment journey.
This is a client-facing role suited for someone who enjoys conversations, is comfortable speaking over the phone, and is interested in building a career in financial services and investments.
Key Responsibilities
- Connect with prospective clients through phone calls and follow-ups.
- Understand their investment needs, goals, and current financial situation.
- Explain our investment services and offerings in a easy and clear manner.
- Qualify leads based on their requirements and level of interest.
- Guide interested prospects through the account-opening and onboarding process.
- Follow up with leads and help move conversations towards conversion.
- Maintain accurate records of client conversations and follow-ups in the CRM.
- Coordinate with internal investment and relationship management teams wherever required.
- Participate in investor webinars, campaigns, and other lead-generation initiatives.
- Continuously improve product and investment knowledge.
What You Will Gain
- Practical exposure to the investment and wealth-management industry.
- Training on mutual funds, investments, financial planning, and client conversations.
- Opportunity to interact with investors and understand real-world financial requirements.
- A performance-driven environment with opportunities for learning and career growth.
- Opportunity to grow into larger sales and relationship-management roles based on performance.