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Investment Coach | Scrabble

Posted on November 26, 2024

Job Description

About the job

Company Description

FundsIndia, is one of India's largest investments/mutual fund platforms, boasting over 15 years of excellence in enhancing the investment experience with nearly 25 lakh+ investors. We provide access to mutual funds from leading fund houses, stocks from the BSE & NSE, corporate fixed deposits, and a variety of other investment products.

Role Description

We are excited to announce 30 open positions for Investment Coaches to join our dedicated team. In this role, you will assist customers in achieving their investment goals through telecalling and personalized support within our contact center. This is a target-based position where your skills will directly contribute to our users' financial success.

Job Location: Bangalore

Qualifications:

  • Graduate or Postgraduate in Finance, Business Administration, Economics, or Commerce.
  • Excellent communication skills in both English and Hindi.
  • Knowledge of various investment products and risk management strategies
  • Customer service orientation and problem-solving abilities
  • Industry certifications such as CFA or CFP are a plus

Good to Have Skills:

  • Prior experience in selling financial products such as mutual funds or insurance

What We Offer:

  • Competitive salary with unlimited incentives.
  • Day shift schedule with no fieldwork.
  • Comprehensive training program to enhance your skills and knowledge of financial products.
  • Exposure to a wide range of investment opportunities.
  • Salary – 4.5 Lacs depending on the experience and last payout

 

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