0 years

1 - 0 Lacs

Posted:3 weeks ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Make outbound calls to prospective and existing HNI & Ultra-HNI clients.
  • Explain and promote financial products such as Mutual Funds, SIPs, PMS, and AIFs.
  • Understand clients’ investment needs and recommend suitable solutions.
  • Schedule meetings and follow-ups for Relationship Managers and Investment Advisors.
  • Maintain accurate and updated records of all client interactions in CRM systems.
  • Build and nurture strong rapport with clients to foster long-term engagement and investment.

Job Type: Full-time

Pay: ₹8,826.48 - ₹25,958.53 per month

Benefits:

  • Provident Fund

Schedule:

  • Day shift

Language:

  • Hindi (Preferred)
  • English (Preferred)

Work Location: In person

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