to join our FinTech team. This full-time, on-site role involves engaging with prospective clients through
WhatsApp and phone calls
. You will help clients understand our mutual fund platform, answer their questions, and guide them through the onboarding process. No fieldwork or in-person meetings are required.
Key Responsibilities
Communicate with prospects through WhatsApp and phone calls in a clear and professional manner.
Explain mutual fund products and platform features in simple, easy-to-understand terms.
Identify client needs and qualify leads based on set criteria.
Manage the sales pipeline with consistent follow-up and support.
Update and maintain accurate records of all interactions in the CRM system.
Work toward monthly targets related to conversions and client engagement.
Requirements
1-4 years
of experience in sales, tele-calling, or business development (FinTech or financial products preferred).
Excellent communication skills in
English and Hindi
.
Interest in financial products, especially mutual funds.
Goal-driven mindset with strong follow-up skills.
Full-time
on-site availability
is required.
Job Type: Full-time
Pay: ₹35,000.00 - ₹57,000.00 per month
Application Question(s):
current salary?
Work Location: In person
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