fresh graduates as well as experienced professionals
who are interested in client interaction, investment products, and sales-driven growth.
You will work with clients through
scheduled appointments
, helping them understand investment options and guiding them toward suitable financial plans.
Key Responsibilities:
Attend scheduled client meetings and calls
Provide excellent customer service and resolve client queries
Explain investment options, benefits, and risks in a clear manner
Assist clients in planning investments based on short-term and long-term goals
Participate in campaigns to engage new and existing clients
Handle customer documentation and onboarding processes
Ensure a smooth and positive client experience
Requirements:
Fresh graduates and experienced candidates are welcome
Good communication and interpersonal skills
Quick learner with adaptability to new concepts
Passion for sales and customer engagement
Ability to work effectively in a team
Basic decision-making and problem-solving skills
What We Offer:
Comprehensive training on investment products and client handling
Supportive and collaborative work environment
Clear career growth and progression opportunities
Performance-based incentives
Job Type: Full-time
Pay: ?15,000.00 - ?20,000.00 per month
Work Location: In person
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