Investment Advisor/Relationship Manager || Outbound || Paisa bazaar

Job Description

Are you a highly persuasive communicator with a passion for helping people navigate financial processes? Paisa bazaar, India's largest consumer credit marketplace, is looking for a driven Advisor- Investment to join our dynamic team. If you thrive in a target-driven environment and are committed to ensuring a seamless user experience, we want to hear from you! Location - Gurgaon Sector 44 Working Days - 6 Days Role - Advisor/SME/Team Lead Key Responsibilities: Build, own, and manage relationships with investors looking to invest in Grips investment products. Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects. Work closely with both internal and external stakeholders to increase investment activity on the platform. Drive AUM on the platform by deepening existing relationships and building new relationships by establishing HNI, advisory and institutional channels. Help investors take investment decisions by understanding investible corpus and risk appetite of the investors. Be the Face of the company for the investors, and the Voice of the investors for the company. Outbound Calls: Make outbound calls to users who have registered but not completed KYC. KYC Explanations: Clearly explain the KYC process, benefits, and compliance. Objection Handling: Address user objections and persuade them to complete KYC. Target Achievement: Meet daily/weekly call and conversion targets. Document Assistance: Assist users with document uploads (ID, address proof). Tech Troubleshooting: Collaborate with the tech team to resolve portal/app issues. Complex Case Escalation: Escalate complex cases (e.g., document rejection) to the KYC operations team. CRM Logging: Log all call outcomes in the CRM system. Reporting: Share daily/weekly reports on conversion rates and user feedback. Compliance & Data Security: Ensure adherence to KYC regulations and maintain user data confidentiality. Interested Candidates can call or WhatsApp their resume on 8800013127 (Kiran) OR kiranyadav@paisabazaar.com