Financial Relationship Executive – SEBI-Registered Platform

Ready to Turn Your Finance Passion into Impact?

It’s time to step up! Join INVESMATE INSIGHTS, a SEBI-registered research & analysis platform, as a Relationship Executive.

Be part of a fast-paced, dynamic team that’s shaping the future of investing and helping clients make smarter financial decisions.

Location: Kolkata
Job Mode: Hybrid
Languages Required: Hindi, Bengali
Employment Type: Full-time

Roles & Responsibilities

• Call potential clients and showcase our research and analysis services.
• Simplify stock market insights and guide clients responsibly under SEBI guidelines.
• Follow up, track leads, and maintain accurate records.

Qualifications & Skills

• Graduate / Postgraduate with a minimum of 1 year of experience in financial tele-sales.
• Strong communication and convincing skills in Hindi, Bengali, and English.
• Self-motivated, disciplined, and confident with Excel and reporting.

If you're interested, please send your resume by clicking on the Apply Now button below and our HR team will get in touch with you.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

• Provident Fund

Work Location: In person