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Posted:2 days ago| Platform: SimplyHired logo

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On-site

Job Type

Full Time

Job Description

Choice Wealth is a leading wealth management platform offering a wide range of investment products including Mutual Funds, PMS, AIFs, Fixed Income Securities, Bonds, and more. With a vision to democratize wealth creation, we aim to empower every Indian with smart financial choices.

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 provide appropriate solutions.
  • Schedule meetings and follow-ups for Relationship Managers and Investment Advisors.
  • Maintain accurate records of client interactions and update CRM systems regularly.

Build strong rapport with clients to encourage long-term engagement and investment.

Job Type: Full-time

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

Benefits:

  • Provident Fund

Schedule:

  • Day shift

Application Question(s):

  • Are you okay with tele caller Profile

Work Location: In person

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