JD: Investment Specialist
Company Profile:
We are a one-stop financial services shop widely known for quality of its advice personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50000 investors with a team of 100 members. Our core product offering is mutual fund FD Govt. Bonds Debenture etc.
Role & Responsibilities:
- Engage with investors through calls and digital platforms to share updates on Mutual Funds Fixed Deposits Bonds and Debentures.
- Offer personalized investment solutions aligned with clients short- medium- and long-term financial goals.
- Maintain strong client relationships to ensure satisfaction retention and loyalty while managing regular communication across multiple channels.
- Stay informed about market trends financial products and investment opportunities to deliver timely and relevant guidance.
- Drive business growth by tracking leads following up on prospects and acquiring new clients through referrals networking and community outreach.
Qualification: Minimum Graduate from any stream.
Experience: Freshers can apply.
Remuneration: As per company norms
Working days : Monday to Saturday (first 6months)
Post 6months alternate Saturday off.
Contact:
Email:
Mobile :
JD: Investment Specialist Company Profile: We are a one-stop financial services shop widely known for quality of its advice personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50000 investors with a team of 100 members. Our core prod...
JD: Investment Specialist
Company Profile:
We are a one-stop financial services shop widely known for quality of its advice personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50000 investors with a team of 100 members. Our core product offering is mutual fund FD Govt. Bonds Debenture etc.
Role & Responsibilities:
- Engage with investors through calls and digital platforms to share updates on Mutual Funds Fixed Deposits Bonds and Debentures.
- Offer personalized investment solutions aligned with clients short- medium- and long-term financial goals.
- Maintain strong client relationships to ensure satisfaction retention and loyalty while managing regular communication across multiple channels.
- Stay informed about market trends financial products and investment opportunities to deliver timely and relevant guidance.
- Drive business growth by tracking leads following up on prospects and acquiring new clients through referrals networking and community outreach.
Qualification: Minimum Graduate from any stream.
Experience: Freshers can apply.
Remuneration: As per company norms
Working days : Monday to Saturday (first 6months)
Post 6months alternate Saturday off.
Contact:
Email:
Mobile :
View more
View less