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1 Job openings at BlissMoney Fintech Private Limited
Client Acquisition Associate Job

Bangalore, Karnataka, IN

1 years

INR 2.5 - 2.5 Lacs P.A.

On-site

Full Time

About the job: Key responsibilities: 1. Prospect Outreach: Initiate structured outbound calls to potential clients to introduce BlissMoney's wealth management solutions. 2. Lead Qualification: Engage prospects to understand their financial interests and investment readiness, ensuring alignment with our client profile. 3. Appointment Setting: Schedule and confirm high-intent meetings with wealth advisors and ensure a seamless handover process. 4. Follow-up Execution: Conduct timely follow-ups and callbacks, maintaining a high standard of courtesy and data accuracy. 5. CRM Management: Ensure clean, detailed, and accurate updates across all client interactions. 6. Client Experience Support: Assist in pre- and post-meeting communication, client feedback loops, and onboarding coordination. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Bangalore only Salary: ₹ 2,50,000 /year Experience: 1 year(s) Deadline: 2025-08-15 23:59:59 Skills required: Client Interaction, Client Relationship, Effective Communication, Portfolio Management and Customer Acquisition Other Requirements: 1. MBA in Finance 2. Finance background About Company: At BlissMoney, we are redefining wealth management with a tech-driven, client-first approach. Our platform seamlessly blends intelligent financial planning, data-driven investment strategies, and expert advisory services to help you achieve your financial goals with confidence. Whether you're looking to build long-term wealth, optimize your tax efficiency, or explore new investment opportunities, BlissMoney.in offers a personalized, transparent, and hassle-free experience. Our advanced technology, combined with deep market insights, ensures that your wealth is managed with precision and care. Welcome to the future of wealth management, where innovation meets financial success.

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