We're looking for an energetic MBA fresher to join our customer-facing team. You'll handle client calls, manage small portfolios, support basic wealth management activities, and drive sales conversions while delivering an excellent customer experience.
Key Responsibilities
Make outbound/inbound calls to engage prospects and support existing customers
Understand customer needs and recommend suitable products/services
Assist in
portfolio management
tasks: tracking holdings, generating basic reports, and coordinating service requests
Support
wealth management
activities under senior guidance (KYC, documentation, follow-ups)
Achieve weekly/monthly
sales
and service targets; maintain call and lead logs in CRM
Coordinate with internal teams for smooth onboarding, queries, and issue resolution
Provide timely, professional communication via phone, email, and WhatsApp
If you are interested please share your resume on hr@skillshive.in OR 7081168143
Job Types: Full-time, Permanent, Fresher
Pay: ?20,000.00 - ?25,000.00 per month
Work Location: In person
Speak with the employer
+91 7081168143
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