Job Description
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Job Description: Investment Coach</b></span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Location</b>: HSR Layout, Bangalore<br />
<b>Package</b>: ₹5 LPA (Fixed) + Incentives up to ₹60,000</span></span></span></p>
<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>About the Role</b>:<br />
We are seeking dynamic and motivated individuals to join our team as <b>Investment Coaches</b>. The role involves providing exceptional customer service and advisory to clients, assisting them with investment strategies, policy planning, and financial growth. If you are passionate about sales, risk management, and creating value for clients, we encourage you to apply.</span></span></span></p>
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<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Key Responsibilities:</b></span></span></span></p>
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<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Assist customers in selecting the most suitable financial and investment plans, including policy planning and risk management strategies.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Provide expert advice and solutions tailored to client needs, ensuring a positive customer experience.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Proactively identify sales opportunities and convert leads into successful closures.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Educate clients on financial strategies and investment tools, leveraging provided training.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Maintain strong communication with customers in <b>English and Hindi</b> (fluency required, no MTI).</span></span></span></span></li>
</ul>
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<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Eligibility Criteria:</b></span></span></span></p>
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<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Education</b>: UG/PG in Finance, Business Administration, Economics, or Commerce.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Experience</b>: Minimum of 1 years in a <b>pure sales background</b>, preferably in <b>EdTech, Policy Planning, or Customer Service</b> in Sales.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Skills</b>: </span></span></span></span>
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<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 72.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Strong understanding of risk management and financial planning.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 72.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Excellent communication and interpersonal skills.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 72.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">A growth-oriented mindset with a passion for achieving financial targets.</span></span></span></span></li>
</ul>
</li>
</ul>
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<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Work Details:</b></span></span></span></p>
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<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Shift</b>: Day shift</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Working Days</b>: 5.5 days per week</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Day Off</b>: Rotational basis</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Training</b>: Comprehensive training provided</span></span></span></span></li>
</ul>
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<p style="margin-bottom:11px"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><b>Perks and Benefits</b>:</span></span></span></p>
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<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Lucrative incentive structure of up to ₹60,000.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">Opportunity to work in a high-growth, target-driven environment.</span></span></span></span></li>
<li style="margin-bottom:11px"><span style="font-size:11pt"><span style="tab-stops:list 36.0pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif">A supportive work culture focused on professional and financial development.</span></span></span></span></li>
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