Here, your primary responsibility will be to engage deeply with customers who are facing issues with their Provident Fund (EPF/EPS). These are people in genuine need — your job is to understand their case, guide them with an actionable plan, and help them take the right steps. All calls are inbound; your role is to earn trust and convert them to paying customers by showing value and expertise. Key Responsibilities Speak directly with customers to understand their EPF/EPS issues in depth. Provide unbiased, transparent, and actionable guidance to solve their problems. Prepare and communicate a plan of action tailored to the customer’s situation. Explain the value of our paid services and onboard customers confidently. Keep yourself updated on latest EPFO rules, transfer and withdrawal procedures. Coordinate with internal operations team to ensure smooth execution. Key Skills Required Strong communication and consultative skills. Ability to simplify and explain PF processes to laypeople. Confidence in handling objections and closing paid engagements (without selling). Deep interest in finance, compliance, and customer advocacy. Qualifications 2+ years of experience in financial advisory, customer consultation, or sales. Background in personal finance, insurance, wealth advisory, or PF-related domains. Fluent in English (mandatory). Compensation CTC: ₹40,000 – ₹45,000 per month Who Should Apply You’ve worked in financial services or consultative sales roles and now want to work with purpose. If you enjoy deep problem-solving conversations, believe in transparency, and want to help people make sense of a broken system like EPF — this role is for you. Show more Show less

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2.0 - 2.0 yrs

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