We are a leading financial services company offering a wide range of investment solutions, including equities, mutual funds, portfolio management services, and alternative investments. Our focus is on delivering exceptional service, building lasting relationships, and helping clients achieve their financial goals. Role Overview: We are seeking a dedicated Telecaller – Customer Relationship Manager to join our team. The ideal candidate will engage with existing customers, ensure their queries are addressed promptly, and build strong client relationships. Candidates with prior experience or interest in the financial markets will be preferred. Key Responsibilities: Make outbound and receive inbound calls to/from existing customers for service and relationship management. Understand clients’ needs and provide appropriate information or guidance on products and services. Maintain client records and update them with relevant information in the CRM system. Follow up on client requests to ensure timely resolution and customer satisfaction. Share updates about new financial products, offers, or relevant market information. Work closely with the sales and advisory teams to support client engagement and retention initiatives. Preferred Qualifications & Skills: Graduate in any discipline (Commerce/Finance background preferred). Prior experience in financial services, banking, or telecalling is an advantage. Strong communication and interpersonal skills. Good listening skills with a customer-first approach. Basic knowledge of financial products (equity, mutual funds, PMS, etc.) is desirable. Proficiency in MS Office and CRM tools. What We Offer: Competitive salary and incentives. Professional training and development in financial markets. Opportunity to work with a reputed financial services brand. A collaborative and growth-oriented work environment. Job Type: Full-time Pay: ₹8,467.59 - ₹20,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Yearly bonus Language: Hindi (Preferred) English (Preferred) Work Location: In person
About Us We are a leading financial services firm with over 20 years of experience in wealth management and investment advisory. With a strong focus on client relationships and operational excellence, we are now looking to strengthen our training infrastructure to upskill our sales and back-office teams. Role: Corporate Trainer – Financial Services & Process Training Responsibilities: Design and deliver structured training programs for staff covering: Financial products (equity, mutual funds, PMS, AIF, fixed income, insurance, etc.). Sales communication, objection handling, and client engagement techniques. Back-office processes, compliance requirements, and operational workflows. Conduct induction programs for new hires and refresher sessions for existing staff. Build training modules (presentations, scripts, checklists, mock call scenarios). Coach staff on call quality, client interaction etiquette, and cross-selling opportunities . Monitor and assess staff performance post-training and recommend improvement areas. Collaborate with product managers and compliance teams to keep training updated. Desired Background: Prior experience as a Trainer/Team Leader/Quality Coach in a BPO/Call Center environment. Strong understanding of client communication, telesales, and back-office operations . Excellent presentation and interpersonal skills with the ability to simplify complex concepts. Prior knowledge of the financial sector is preferred but not necessary – strong learning agility is essential. Key Skills: Communication & Voice Training Sales & Objection Handling Techniques Back-office Process Training (KYC, compliance, operations, MIS) Module Creation & Documentation Performance Coaching What We Offer: Opportunity to work with a reputed financial brand. Competitive remuneration. A role that combines training, mentoring, and process improvement . Apply now if you are passionate about upskilling teams and creating impact through structured training Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Benefits: Health insurance Application Question(s): Have you worked as a trainer, team leader, or quality coach in a BPO/call center? (Yes/No – please specify experience). Have you conducted roleplays or designed training modules in the past? Do you have experience training staff on voice, process, or product knowledge? Are you comfortable learning financial products and training others on the same? Language: Hindi (Preferred) English (Preferred) Work Location: In person
About Us We are a leading financial services firm with over 20 years of experience in wealth management and investment advisory. With a strong focus on client relationships and operational excellence, we are now looking to strengthen our training infrastructure to upskill our sales and back-office teams. Role: Corporate Trainer – Financial Services & Process Training Responsibilities: Design and deliver structured training programs for staff covering: Financial products (equity, mutual funds, PMS, AIF, fixed income, insurance, etc.). Sales communication, objection handling, and client engagement techniques. Back-office processes, compliance requirements, and operational workflows. Conduct induction programs for new hires and refresher sessions for existing staff. Build training modules (presentations, scripts, checklists, mock call scenarios). Coach staff on call quality, client interaction etiquette, and cross-selling opportunities . Monitor and assess staff performance post-training and recommend improvement areas. Collaborate with product managers and compliance teams to keep training updated. Desired Background: Prior experience as a Trainer/Team Leader/Quality Coach in a BPO/Call Center environment. Strong understanding of client communication, telesales, and back-office operations . Excellent presentation and interpersonal skills with the ability to simplify complex concepts. Prior knowledge of the financial sector is preferred but not necessary – strong learning agility is essential. Key Skills: Communication & Voice Training Sales & Objection Handling Techniques Back-office Process Training (KYC, compliance, operations, MIS) Module Creation & Documentation Performance Coaching What We Offer: Opportunity to work with a reputed financial brand. Competitive remuneration. A role that combines training, mentoring, and process improvement . Apply now if you are passionate about upskilling teams and creating impact through structured training Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Benefits: Health insurance Application Question(s): Have you worked as a trainer, team leader, or quality coach in a BPO/call center? (Yes/No – please specify experience). Have you conducted roleplays or designed training modules in the past? Do you have experience training staff on voice, process, or product knowledge? Are you comfortable learning financial products and training others on the same? Language: Hindi (Preferred) English (Preferred) Work Location: In person
We are looking for a fluent English-speaking individual to support an elderly lady by reading books, newspapers, and other materials aloud, and explaining them in simple terms. This is not a traditional teaching role, but rather a reading companion role that requires patience, empathy, and clear communication skills Key Responsibilities Read books, newspapers, and other English materials aloud on a regular basis. Explain the content in clear, simple English (and Hindi/Bengali if needed). Engage in meaningful conversations related to the reading material. Provide companionship and a positive learning environment. Be punctual, polite, and respectful in all interactions. Requirements Strong command of spoken and written English. Clear and patient communicator. Prior teaching or tutoring experience is not mandatory but will be an added advantage. Empathy, patience, and a friendly attitude are essential. Age, gender, or formal qualifications are not a barrier—what matters most is fluency and communication ability. Job Type: Part-time Pay: ₹5,000.00 - ₹7,000.00 per month Expected hours: 2 – 2.5 per week Work Location: In person
We are looking for a fluent English-speaking individual to support an elderly lady by reading books, newspapers, and other materials aloud, and explaining them in simple terms. This is not a traditional teaching role, but rather a reading companion role that requires patience, empathy, and clear communication skills Key Responsibilities Read books, newspapers, and other English materials aloud on a regular basis. Explain the content in clear, simple English (and Hindi/Bengali if needed). Engage in meaningful conversations related to the reading material. Provide companionship and a positive learning environment. Be punctual, polite, and respectful in all interactions. Requirements Strong command of spoken and written English. Clear and patient communicator. Prior teaching or tutoring experience is not mandatory but will be an added advantage. Empathy, patience, and a friendly attitude are essential. Age, gender, or formal qualifications are not a barrier—what matters most is fluency and communication ability. Job Type: Part-time Pay: ₹5,000.00 - ₹7,000.00 per month Expected hours: 2 – 2.5 per week Work Location: In person
Key Responsibilities Execute commodity trades (MCX/NCDEX and other exchanges) on behalf of clients in a timely and accurate manner. Provide live market updates, price trends, and trading opportunities to clients. Manage risk and ensure adherence to client mandates and risk policies. Develop and maintain strong relationships with clients by providing prompt dealing support. Monitor positions, margins, and exposure limits to safeguard client and company interests. Coordinate with the research team to pass on trading ideas and strategies to clients. Ensure compliance with SEBI, exchange, and internal guidelines at all times. Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Application Question(s): 1. Can you share your total years of experience in commodity dealing and the exchanges you have dealt with (MCX, NCDEX, etc.)? 2. Which trading terminals (ODIN, NEST, NOW, etc.) are you proficient in? 3. How do you use technical and fundamental analysis in your day-to-day dealing? Client Management 3. How do you use technical and fundamental analysis in your day-to-day dealing? Client Management Experience: 6 months: 1 year (Preferred) License/Certification: NISM (Preferred) Work Location: In person
Key Responsibilities Execute commodity trades (MCX/NCDEX and other exchanges) on behalf of clients in a timely and accurate manner. Provide live market updates, price trends, and trading opportunities to clients. Manage risk and ensure adherence to client mandates and risk policies. Develop and maintain strong relationships with clients by providing prompt dealing support. Monitor positions, margins, and exposure limits to safeguard client and company interests. Coordinate with the research team to pass on trading ideas and strategies to clients. Ensure compliance with SEBI, exchange, and internal guidelines at all times. Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Application Question(s): 1. Can you share your total years of experience in commodity dealing and the exchanges you have dealt with (MCX, NCDEX, etc.)? 2. Which trading terminals (ODIN, NEST, NOW, etc.) are you proficient in? 3. How do you use technical and fundamental analysis in your day-to-day dealing? Client Management 3. How do you use technical and fundamental analysis in your day-to-day dealing? Client Management Experience: 6 months: 1 year (Preferred) License/Certification: NISM (Preferred) Work Location: In person
About Us We are a leading financial services firm with over 20 years of experience in wealth management and investment advisory. With a strong focus on client relationships and operational excellence, we are now looking to strengthen our training infrastructure to upskill our sales and back-office teams. Role: Corporate Trainer – Financial Services & Process Training Responsibilities: Design and deliver structured training programs for staff covering: Financial products (equity, mutual funds, PMS, AIF, fixed income, insurance, etc.). Sales communication, objection handling, and client engagement techniques. Back-office processes, compliance requirements, and operational workflows. Conduct induction programs for new hires and refresher sessions for existing staff. Build training modules (presentations, scripts, checklists, mock call scenarios). Coach staff on call quality, client interaction etiquette, and cross-selling opportunities . Monitor and assess staff performance post-training and recommend improvement areas. Collaborate with product managers and compliance teams to keep training updated. Desired Background: Prior experience as a Trainer/Team Leader/Quality Coach in a BPO/Call Center environment. Strong understanding of client communication, telesales, and back-office operations . Excellent presentation and interpersonal skills with the ability to simplify complex concepts. Prior knowledge of the financial sector is preferred but not necessary – strong learning agility is essential. Key Skills: Communication & Voice Training Sales & Objection Handling Techniques Back-office Process Training (KYC, compliance, operations, MIS) Module Creation & Documentation Performance Coaching What We Offer: Opportunity to work with a reputed financial brand. Competitive remuneration. A role that combines training, mentoring, and process improvement . Apply now if you are passionate about upskilling teams and creating impact through structured training Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Benefits: Health insurance Application Question(s): Have you worked as a trainer, team leader, or quality coach in a BPO/call center? (Yes/No – please specify experience). Have you conducted roleplays or designed training modules in the past? Do you have experience training staff on voice, process, or product knowledge? Are you comfortable learning financial products and training others on the same? Language: Hindi (Preferred) English (Preferred) Work Location: In person
About Us We are a leading financial services firm with over 20 years of experience in wealth management and investment advisory. With a strong focus on client relationships and operational excellence, we are now looking to strengthen our training infrastructure to upskill our sales and back-office teams. Role: Corporate Trainer – Financial Services & Process Training Responsibilities: Design and deliver structured training programs for staff covering: Financial products (equity, mutual funds, PMS, AIF, fixed income, insurance, etc.). Sales communication, objection handling, and client engagement techniques. Back-office processes, compliance requirements, and operational workflows. Conduct induction programs for new hires and refresher sessions for existing staff. Build training modules (presentations, scripts, checklists, mock call scenarios). Coach staff on call quality, client interaction etiquette, and cross-selling opportunities . Monitor and assess staff performance post-training and recommend improvement areas. Collaborate with product managers and compliance teams to keep training updated. Desired Background: Prior experience as a Trainer/Team Leader/Quality Coach in a BPO/Call Center environment. Strong understanding of client communication, telesales, and back-office operations . Excellent presentation and interpersonal skills with the ability to simplify complex concepts. Prior knowledge of the financial sector is preferred but not necessary – strong learning agility is essential. Key Skills: Communication & Voice Training Sales & Objection Handling Techniques Back-office Process Training (KYC, compliance, operations, MIS) Module Creation & Documentation Performance Coaching What We Offer: Opportunity to work with a reputed financial brand. Competitive remuneration. A role that combines training, mentoring, and process improvement . Apply now if you are passionate about upskilling teams and creating impact through structured training Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Benefits: Health insurance Application Question(s): Have you worked as a trainer, team leader, or quality coach in a BPO/call center? (Yes/No – please specify experience). Have you conducted roleplays or designed training modules in the past? Do you have experience training staff on voice, process, or product knowledge? Are you comfortable learning financial products and training others on the same? Language: Hindi (Preferred) English (Preferred) Work Location: In person
Anant Finserv, in partnership with Motilal Oswal Financial Services, is a boutique wealth management firm managing over ₹700 crores in client assets. We have been guiding investors for over 25 years through customized Financial solutions . While our expertise and client base have grown steadily, our digital and social media presence is still in its early stages — and we’re now ready to build it in a structured, impactful way. The primary focus of this role is to plan, execute, and optimize digital marketing campaigns — especially on Meta (Instagram + Facebook) and WhatsApp Business — to promote our brand, events, and wealth solutions. This is not a content-only role — it’s for someone who understands audience targeting, campaign setup, lead generation, and performance analytics. Campaign Planning & Execution Design and run lead-generation and awareness campaigns on Meta Ads Manager. Build WhatsApp marketing funnels (broadcasts, catalogues, click-to-WhatsApp ads). Manage budgets, track ROI, and prepare campaign performance reports. Audience Targeting & Optimization Identify audience segments (HNI, professionals, investors) and create custom/lookalike audiences. A/B test ad creatives, formats, and messaging to maximize efficiency. Job Type: Permanent Pay: ₹14,000.00 - ₹20,000.00 per month Application Question(s): Have you personally run paid campaigns using Meta Ads Manager (not just boosted posts)? ☐ Yes, multiple campaigns ☐ Once or twice ☐ No, I’ve only assisted or learned theoretically What type of campaign objectives have you worked on? (e.g. Lead Generation, Brand Awareness, Website Traffic, Video Views, Engagement) Describe one Meta campaign you personally executed — include: Objective Target audience Budget Duration Results (CPC, CTR, Leads, or Conversions) Experience: Running advertisement : 3 years (Preferred) Location: Kolkata, West Bengal (Preferred) Work Location: In person
About the Role: We are looking for a disciplined and dynamic Equity & Derivatives Dealer to join our high-performance wealth management team at Leading Equity Firm. The role involves handling client trades, monitoring RMS and margin calls, and driving product sales through proactive client engagement and regular learning. The candidate must demonstrate strong market understanding, high energy, excellent communication skills, and a result-oriented approach. Key Responsibilities:1. Trading & Risk Management Execute client orders in Equity and Derivative segments with 100% accuracy and compliance. Monitor RMS selling alerts , client margins, and MTM positions. Coordinate with the RMS desk for margin shortfalls and take immediate corrective action. Ensure all trades adhere to client limits and company risk guidelines. 2. Market Preparation & Research Log in by 8:30 AM and participate in the Motilal Oswal Morning Call . Review global markets , SGX Nifty , and daily research reports . Track FII/DII data , market trends, and identify actionable ideas 3. Client Communication & Sales Maintain daily talk time of 90–120 minutes with clients. Make proactive client calls for: MTF activation and pitching Equity ideas, derivative trades, and margin follow-ups Conduct minimum 2 client meetings per day (post-market hours). Sell and promote Motilal Oswal wealth products – PMS, AIF, Mutual Funds, MLDs, Algos, and ULIPs. Generate references and new client leads during meetings. 4. Learning & Product Knowledge Attend daily product learning sessions (post-market). Build in-depth understanding of investment products, sales pitches, and client suitability. 5. Reporting & Compliance Maintain daily call log and meeting tracker . Submit End-of-Day report covering talk time, meetings, RMS issues, and product learnings. Log in to other internal systems for data and RMS monitoring. Follow all compliance and trade confirmation protocols. Key Performance Indicators (KPIs): Reporting Time - 8:30 AM Morning Call Attendance 100% Daily Talk Time - 90–120 mins Client Meetings - 2 per day RMS Alerts Closed - Same day Product Learnings - 1 per day Product Pitches - 3–5 clients/day Daily Report Submission - By 7 PM Desired Candidate Profile: Graduate / Postgraduate in Finance / Commerce / Economics . NISM Series-VIII (Equity Derivatives) certification – mandatory. Minimum 3-5 years of experience as a Dealer / Relationship Executive in Equity or Derivatives. Strong knowledge of equity markets, futures & options, and margin trading. Excellent communication, client handling, and sales skills. Must be disciplined, punctual, and proactive in learning and client engagement. Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Application Question(s): 1. Can you share your total years of experience in dealing and the exchanges you have dealt with ? 2. Which trading terminals (ODIN, NEST, NOW, etc.) are you proficient in? 3. How do you use technical and fundamental analysis in your day-to-day dealing? Client Management 3. How do you use technical and fundamental analysis in your day-to-day dealing? Client Management Experience: Trading: 3 years (Required) License/Certification: NISM (Preferred) Work Location: In person
About the Role: We are looking for a disciplined and dynamic Equity & Derivatives Dealer to join our high-performance wealth management team at Leading Equity Firm. The role involves handling client trades, monitoring RMS and margin calls, and driving product sales through proactive client engagement and regular learning. The candidate must demonstrate strong market understanding, high energy, excellent communication skills, and a result-oriented approach. Key Responsibilities:1. Trading & Risk Management Execute client orders in Equity and Derivative segments with 100% accuracy and compliance. Monitor RMS selling alerts , client margins, and MTM positions. Coordinate with the RMS desk for margin shortfalls and take immediate corrective action. Ensure all trades adhere to client limits and company risk guidelines. 2. Market Preparation & Research Log in by 8:30 AM and participate in the Motilal Oswal Morning Call . Review global markets , SGX Nifty , and daily research reports . Track FII/DII data , market trends, and identify actionable ideas 3. Client Communication & Sales Maintain daily talk time of 90–120 minutes with clients. Make proactive client calls for: MTF activation and pitching Equity ideas, derivative trades, and margin follow-ups Conduct minimum 2 client meetings per day (post-market hours). Sell and promote Motilal Oswal wealth products – PMS, AIF, Mutual Funds, MLDs, Algos, and ULIPs. Generate references and new client leads during meetings. 4. Learning & Product Knowledge Attend daily product learning sessions (post-market). Build in-depth understanding of investment products, sales pitches, and client suitability. 5. Reporting & Compliance Maintain daily call log and meeting tracker . Submit End-of-Day report covering talk time, meetings, RMS issues, and product learnings. Log in to other internal systems for data and RMS monitoring. Follow all compliance and trade confirmation protocols. Key Performance Indicators (KPIs): Reporting Time - 8:30 AM Morning Call Attendance 100% Daily Talk Time - 90–120 mins Client Meetings - 2 per day RMS Alerts Closed - Same day Product Learnings - 1 per day Product Pitches - 3–5 clients/day Daily Report Submission - By 7 PM Desired Candidate Profile: Graduate / Postgraduate in Finance / Commerce / Economics . NISM Series-VIII (Equity Derivatives) certification – mandatory. Minimum 3-5 years of experience as a Dealer / Relationship Executive in Equity or Derivatives. Strong knowledge of equity markets, futures & options, and margin trading. Excellent communication, client handling, and sales skills. Must be disciplined, punctual, and proactive in learning and client engagement. Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Application Question(s): 1. Can you share your total years of experience in dealing and the exchanges you have dealt with ? 2. Which trading terminals (ODIN, NEST, NOW, etc.) are you proficient in? 3. How do you use technical and fundamental analysis in your day-to-day dealing? Client Management 3. How do you use technical and fundamental analysis in your day-to-day dealing? Client Management Experience: Trading: 3 years (Required) License/Certification: NISM (Preferred) Work Location: In person
We are seeking a Prompt Engineer and AI Agent Developer who has hands-on experience with ChatGPT, OpenAI APIs, and agentic AI frameworks . The ideal candidate should be able to design, build, and automate intelligent workflows that assist with sales enablement, client engagement, research, and analytics across our financial advisory business.This role is ideal for someone who loves experimenting with AI tools, building smart automation, and developing conversational systems that think, plan, and act independently. Key Responsibilities: 1. Prompt Engineering & Model Design Develop optimized prompts for ChatGPT, Claude, Gemini, or other LLMs to generate high-quality, context-aware outputs. Fine-tune system and user prompts for specific financial, sales, and investment contexts. Design multi-turn conversations and agent workflows that handle reasoning, data retrieval, and task execution. 2. AI Agent Development Build Agentic AI systems using frameworks such as LangChain, CrewAI, AutoGen, or OpenAI Assistants API . Connect LLMs with external tools (Google Sheets, CRMs, databases, APIs) to automate routine work. Develop custom knowledge bases and retrieval-augmented generation (RAG) systems for domain-specific queries. 3. Workflow Automation Create AI-powered automation for sales scripts, client reporting, market updates, and CRM summaries. Integrate AI systems with Zapier, Notion, Google Workspace, or internal dashboards. Prototype internal agents that support our wealth management and sales teams . 4. Research & Experimentation Stay updated with the latest advancements in LLMs, embeddings, and agentic frameworks. Experiment with new AI tools, APIs, and model updates to evaluate real-world usefulness. Document findings, best practices, and reusable prompt templates for the team. Desired Skills & Experience: Strong familiarity with ChatGPT / OpenAI API (gpt-4, gpt-4-turbo, or newer). Hands-on experience with LangChain, AutoGen, or CrewAI (preferred). Proficiency in Python or JavaScript for integrating APIs. Understanding of prompt optimization, embeddings, RAG, and tool calling. Experience with Google Workspace automation or CRM integrations is a plus. Analytical and structured problem-solving mindset. Ability to translate business needs into AI-powered tools and workflows. Job Type: Full-time Pay: ₹10,000.00 - ₹17,000.00 per month Application Question(s): How familiar are you with ChatGPT or OpenAI APIs? ☐ Beginner – I’ve only used ChatGPT for personal tasks ☐ Intermediate – I’ve built prompt workflows or chatbots ☐ Advanced – I’ve integrated ChatGPT/OpenAI API with software or databases Can you explain in 3–4 lines what an agentic AI system is and how it differs from a standard chatbot? Have you automated workflows using Zapier, Google Apps Script, or similar tools? ☐ Yes, multiple times ☐ Tried once or twice ☐ Not yet, but willing to learn Are you comfortable working on-site in Kolkata (8:30 AM reporting time, hybrid possible later)? ☐ Yes ☐ No Work Location: In person