<div>Job Description: Investment Coach<br /> Location: HSR Layout, Bangalore<br /> Positions Available: 30<br /> Package: ₹5 LPA (Fixed) + Incentives up to ₹60,000</div> <div>About the Role:<br /> We are seeking dynamic and motivated individuals to join our team as Investment Coaches. 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.<br /> ______________<br /> Key Responsibilities:<br /> &bull;&nbsp;&nbsp; &nbsp;Assist customers in selecting the most suitable financial and investment plans, including policy planning and risk management strategies.<br /> &bull;&nbsp;&nbsp; &nbsp;Provide expert advice and solutions tailored to client needs, ensuring a positive customer experience.<br /> &bull;&nbsp;&nbsp; &nbsp;Proactively identify sales opportunities and convert leads into successful closures.<br /> &bull;&nbsp;&nbsp; &nbsp;Educate clients on financial strategies and investment tools, leveraging provided training.<br /> &bull;&nbsp;&nbsp; &nbsp;Maintain strong communication with customers in English and Hindi (fluency required, no MTI).<br /> ______________<br /> Eligibility Criteria:<br /> &bull;&nbsp;&nbsp; &nbsp;Education: UG/PG in Finance, Business Administration, Economics, or Commerce.<br /> &bull;&nbsp;&nbsp; &nbsp;Experience: Minimum of 1 years in a pure sales background, preferably in EdTech, Policy Planning, or Customer Service in Sales.<br /> &bull;&nbsp;&nbsp; &nbsp;Skills:&nbsp;<br /> o&nbsp;&nbsp; &nbsp;Strong understanding of risk management and financial planning.<br /> o&nbsp;&nbsp; &nbsp;Excellent communication and interpersonal skills.<br /> o&nbsp;&nbsp; &nbsp;A growth-oriented mindset with a passion for achieving financial targets.<br /> ______________<br /> Work Details:<br /> &bull;&nbsp;&nbsp; &nbsp;Shift: Day shift<br /> &bull;&nbsp;&nbsp; &nbsp;Working Days: 5.5 days per week<br /> &bull;&nbsp;&nbsp; &nbsp;Day Off: Rotational basis<br /> &bull;&nbsp;&nbsp; &nbsp;Training: Comprehensive training provided<br /> ______________<br /> Perks and Benefits:<br /> &bull;&nbsp;&nbsp; &nbsp;Lucrative incentive structure of up to ₹60,000.<br /> &bull;&nbsp;&nbsp; &nbsp;Opportunity to work in a high-growth, target-driven environment.<br /> &bull;&nbsp;&nbsp; &nbsp;A supportive work culture focused on professional and financial development.</div>