Key Responsibilities: * Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. * Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency. * Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. * Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM). Desired Profile: * Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of ₹20 crores+. * Product Knowledge: Expertise in PMS and key investment products. * Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients. Qualifications: * Relevant degree in Finance or a related field Job Types: Full-time, Permanent Pay: ₹1,800,000.00 - ₹2,500,000.00 per year Benefits: Flexible schedule Health insurance Provident Fund Work Location: In person
Job description- Tele Collection Executive Location: Thane Experience Level: 1– 3 Years Key Responsibilities: Make outbound calls to customers with overdue personal, business, or consumer loans. Coordinate customers about their pending EMIs and payment due dates. Maintain a polite and professional attitude while handling customer queries. Record call details and payment commitments accurately in the system. Escalate unresolved issues to the senior team as needed. Achieve daily/weekly/monthly collection targets. Provide regular updates and feedback to the team lead. Follow company policies and comply with all regulatory requirements. Key Requirements: HSC or Graduate in any stream. 1–3 years of experience in tele calling collection expertise of B1+ portfolio. Should be a DRA certified Excellent verbal communication skills in English and [other local/regional languages] . Preferred Skills: Fluency in multiple languages (e.g., Hindi, English, Tamil, Telugu, etc.). Prior experience in BPO, financial services, or recovery processes is a plus. Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Work Location: In person
Job description- Tele Collection Executive Location: Thane Experience Level: 1– 3 Years Key Responsibilities: Make outbound calls to customers with overdue personal, business, or consumer loans. Coordinate customers about their pending EMIs and payment due dates. Maintain a polite and professional attitude while handling customer queries. Record call details and payment commitments accurately in the system. Escalate unresolved issues to the senior team as needed. Achieve daily/weekly/monthly collection targets. Provide regular updates and feedback to the team lead. Follow company policies and comply with all regulatory requirements. Key Requirements: HSC or Graduate in any stream. 1–3 years of experience in tele calling collection expertise of B1+ portfolio. Should be a DRA certified Excellent verbal communication skills in English and [other local/regional languages] . Preferred Skills: Fluency in multiple languages (e.g., Hindi, English, Tamil, Telugu, etc.). Prior experience in BPO, financial services, or recovery processes is a plus. Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Work Location: In person