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.
- As per need, the male candidate may have to visit the client's place for completion of documentation (any place, any day and any time)

Qualification: Minimum Graduate from any stream.

Experience: Freshers can apply.

Remuneration: As per company norms

Working days: Monday to Saturday (first 6months). Post 6 months, alternate Saturdays off.

📌 Investment Advisor (Mumbai)
🏢 Important Group
📍 Mumbai