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2 weeks ago
Job Title: Telecaller – Wealth Management
Location: Andheri East (Marol Naka)
Department: Buisness Development
Industry: Choice Wealth Pvt Ltd
Experience: Fresher
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
Work Location: In person
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