Job Description

We are seeking

Investment Coaches

to join our dynamic team in

Bangalore.

will guide customers in achieving their financial objectives by providing personalized investment

advice through telecalling. This is a target-driven role within a structured environment, ensuring

professional growth and customer success.

Key Responsibilities


Achieving your daily dial-out and talk time targets.


Optimally use your day to talk and educate customers over the call.


Educate customers on various investment products, including mutual funds and stocks.


Offer tailored financial solutions based on the customer's needs and objectives.


Achieve defined sales and performance targets in a structured, professional setting.


Build and nurture long-term client relationships through excellent service.

Qualifications


Education: Graduate or Postgraduate in Finance, Business Administration, Economics,

or Commerce.


Location Preference: Candidates must reside close to HSR Layout or be open to

relocating to Bangalore.


Work Experience: 6 months to 3 years in telesales, preferably in the financial

services domain. (freshers can also apply)


Profile Stability: Demonstrated stability with no frequent job switches.

Skills:


Fluent communication in English and Hindi (no Mother Tongue Influence).


Knowledge of financial products and risk management strategies.


Strong customer service orientation and problem-solving abilities.


Certifications (Preferred): NISM

Preferred Experience


Proven telesales experience with a focus on achieving targets.


Background in selling financial products, such as mutual funds, stocks, or insurance.

Work Environment and Deliverables


Fixed shift timings for improved work-life balance.


Rotational weekly offs.


Structured work schedule with a focus on productivity and customer engagement.


Target-based role with defined KPIs and performance metrics.

What We Offer


Competitive salary with attractive performance-based incentives.


Day shift schedule with no fieldwork.


Comprehensive training to enhance financial product expertise.


Exposure to diverse investment products and market strategies.


Opportunity to build a rewarding career in the financial services industry.

Salary Range: ₹3 - 6 LPA (based on experience and previous compensation).

Join Us

If you have a passion for helping individuals achieve their financial goals, strong telesales

expertise, and the drive to excel in a target-oriented environment, we encourage you to apply..

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹50,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Paid sick time Paid time off Provident Fund
Schedule:

Day shift
Supplemental Pay:

Performance bonus Yearly bonus
Ability to commute/relocate:

Banglore, Karnataka: Reliably commute or planning to relocate before starting work (Preferred)
Application Question(s):

what do you know about financial market trends
Tell me about Risk management in Investment Which investment is good for the long term with high capital gain on low-risk How to convince customers which is best
Education:

Bachelor's (Preferred)
Experience:

total work: 1 year (Preferred)
License/Certification:

NISM certificate (Required)
Location:

Banglore, Karnataka (Preferred)
Work Location: In person