Job Description

What you'll do:

1. Engage clients over calls/messages about mutual funds, bonds, and NPS.

2. Build and update sheets (Excel/Google Sheets) on investment products.

3. Assist in client servicing, campaign follow-ups, and onboarding processes.

4. Learn real-world investing concepts directly on the job.

What we're looking for:

1. Proficiency in Excel/Google Sheets

2. Strong communication skills (Hindi/English/Gujarati).

3. Organized, proactive, and eager to pick up financial knowledge.

Job Types: Full-time, Fresher, Internship
Contract length: 6 months

Pay: From ?5,000.00 per month

Benefits:

Commuter assistance
Ability to commute/relocate:

Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Preferred)
Education:

Bachelor's (Preferred)
Experience:

total work: 1 year (Preferred) office work: 1 year (Preferred)
Language:

English (Required)
Location:

Ahmedabad, Gujarat (Required)
Work Location: In person