Job Title: Client Relationship Manager Location: Zirakpur Job Type: Full Time Industry: Financial Services (Stock Market, Mutual Funds, SIP, Insurance) Job Description: We are hiring dynamic & customer-oriented Client Relationship Managers to join our growing team in Zirakpur. If you have good communication skills, a passion for financial markets, and enjoy helping clients with their investment journey — this is the right opportunity for you! Key Responsibilities: ✅ Build & maintain strong relationships with clients ✅ Assist clients with their Demat account opening, Mutual Funds, SIP & Insurance needs ✅ Guide clients about various investment options & processes ✅ Follow up with leads & convert them into active clients ✅ Provide post-sales support & handle client queries ✅ Work towards achieving sales & client satisfaction targets Required Skills: ✅ Excellent communication & interpersonal skills ✅ Basic knowledge of stock market / mutual funds / insurance preferred ✅ Sales-oriented mindset ✅ Ability to build long-term client relationships ✅ Self-motivated & target-driven ✅ Basic computer knowledge (MS Office, WhatsApp, CRM tools) Qualifications: ✅ Minimum Qualification: Graduation ✅ Experience: 0–3 years (Freshers with good communication skills are welcome) Why Join Us: ✅ Work with an experienced & trusted Financial Services Team ✅ Attractive Incentives + Salary ✅ Career growth opportunities ✅ On-job training provided ✅ Supportive team environment Work Location: Office in Zirakpur, Punjab, CHANDIGARH, PANCHKULA Job Types: Full-time, Permanent, Fresher Pay: ₹10,000.00 - ₹15,000.00 per month Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person Speak with the employer +91 9815882681 Expected Start Date: 01/07/2025
Client calling & follow-up Demat Account opening support (Angel One) Mutual Fund & Insurance product awareness Maintain client records & CRM entries WhatsApp & Email marketing support Why Join Us? Learn Financial Products: SIP, Equity, MF, Insurance Work with 5000+ Client Base Career Growth in Financial Services Certificate + Training Provided #Hiring #FinanceJob #chandankmsah #CareerOpportunity Job Types: Full-time, Freelance Pay: ₹8,000.00 - ₹12,000.00 per month Schedule: Day shift Supplemental Pay: Performance bonus Application Question(s): Do you have any prior experience in financial services, client handling, or telecalling? Are you comfortable making calls to clients and explaining financial products like Demat accounts, SIPs, or insurance? What is your highest level of education completed? (12th / Graduate / Post Graduate / Other) Are you familiar with using WhatsApp Business, Excel, or CRM software? (Yes / No / Somewhat) Why do you want to work in the financial services field? What are your salary expectations for this role? Education: Bachelor's (Required) Language: English (Required) Location: Dappar, Punjab (Required) Work Location: In person Speak with the employer +91 9815882681 Expected Start Date: 01/08/2025
Position: Telecaller Executive Department: Sales / Customer Support / Marketing Location: Lalru Job Type: Full-time Job Summary: A Telecaller Executive is responsible for initiating outbound calls to prospective customers or handling incoming queries. The primary goal is to generate leads, promote services or products, provide information, resolve customer concerns, and maintain good client relationships. Key Responsibilities: Make outbound calls to potential customers for sales and lead generation. Answer inbound customer calls and respond to queries effectively. Explain the company’s products and services clearly and convincingly. Follow up with interested leads through regular calls or messages. Maintain records of conversations and update CRM systems. Handle customer complaints or issues politely and escalate when required. Meet daily/weekly/monthly calling and conversion targets. Build a positive relationship with customers and ensure satisfaction. Job Types: Full-time, Permanent, Fresher Pay: ₹7,000.00 - ₹9,000.00 per month Education: Higher Secondary(12th Pass) (Required) Language: Hindi (Preferred) English (Required) Location: Dappar, Punjab (Preferred) Work Location: In person
Responsibilities: Handling inbound and outbound calls Providing information about products/services Resolving client queries Scheduling appointments and follow-ups Maintaining accurate records of calls and customer interactions Requirements: Good communication skills Fluent in Hindi Job Types: Full-time, Fresher Pay: ₹10,000.00 - ₹15,000.00 per month Work Location: In person
Key Responsibilities: Make outbound calls to potential clients and follow up on leads. Explain financial products and services clearly to customers. Answer customer queries and provide accurate information. Maintain a positive relationship with existing and new customers. Meet daily/weekly calling and lead generation targets. Update and maintain client information in the CRM system. Coordinate with the sales team for further conversion of leads. Job Types: Full-time, Fresher Work Location: In person
Job Responsibilities: Build and maintain strong relationships with new and existing clients Understand clients’ needs in Investments, Trading, and Insurance, and provide suitable solutions Handle client queries and resolve issues promptly Support business growth through cross-selling and upselling financial products Follow up and update leads using CRM & WhatsApp Automation system Promote company services such as Mutual Funds, SIP, Equity, and Insurance Requirements: Minimum Graduate (B.Com / MBA in Finance preferred) Experience in Finance / Insurance / Banking / Trading sector is an added advantage Excellent communication and convincing skills Confident in client handling and relationship building Basic computer knowledge and ability to handle WhatsApp/CRM tools Job Type: Full-time Pay: ₹12,000.00 - ₹15,000.00 per month Work Location: In person Speak with the employer +91 9803412681
Responsibilities: Handling inbound and outbound calls Providing information about products/services Resolving client queries Scheduling appointments and follow-ups Maintaining accurate records of calls and customer interactions Requirements: Good communication skills Fluent in Hindi Job Types: Full-time, Fresher Pay: ₹10,000.00 - ₹15,000.00 per month Work Location: In person
Key Responsibilities: Make outbound calls to potential clients and follow up on leads. Explain financial products and services clearly to customers. Answer customer queries and provide accurate information. Maintain a positive relationship with existing and new customers. Meet daily/weekly calling and lead generation targets. Update and maintain client information in the CRM system. Coordinate with the sales team for further conversion of leads. Job Types: Full-time, Fresher Work Location: In person
We are seeking a dynamic and motivated Telecaller cum Relationship Manager (Female) to join our financial services team. The ideal candidate will be responsible for developing and maintaining strong client relationships, sourcing new business opportunities, and ensuring customer satisfaction. This role requires excellent communication skills, convincing ability, and a good understanding of the stock broking & capital markets. Key Responsibilities: Establishing and maintaining strong relationships with clients to build long-term trust and satisfaction. Sourcing and acquiring new clients through effective communication and follow-ups. Managing existing mapped clients within the territory and ensuring consistent business growth. Driving business development initiatives and converting potential leads into long-term clients. Educating clients about stock broking, mutual funds, SIPs, and other investment opportunities. Coordinating with the team to ensure seamless client servicing and support. Achieving business targets while maintaining high levels of customer engagement. Skills & Qualifications: Bachelor’s degree in any field (Commerce/Finance preferred but not mandatory). Minimum 1+ year of relevant experience as a Relationship Manager / Telecaller in financial services. Strong knowledge of Stock Broking / Capital Markets . Excellent communication and convincing skills with a client-first attitude. Quick learner with adaptability and eagerness to grow in the financial domain. Female candidates only. Why Join Us? Opportunity to work with a growing financial services brand. Performance-based growth and incentives. Exposure to equity, mutual funds, SIPs, insurance, and wealth management services. Supportive and professional work environment. Job Types: Full-time, Permanent, Fresher Pay: ₹8,000.00 - ₹15,000.00 per month Work Location: In person