Investment Coach (Tele sales)

we are hiring for Investment Coach(Tele sales)

Locations: Chennai( Anna Salai)

Role Overview

We are looking for motivated and customer-focused Investment Coaches to join our Bangalore team. This role involves engaging with customers over calls, understanding their financial needs, and providing personalized investment guidance primarily in mutual funds. The position is target-driven and operates within a structured, professional environment that supports continuous learning and career growth.

Key Responsibilities

• Effectively plan and utilize the workday to engage and educate customers through telephonic conversations.
• Educate customers on investment products, with a primary focus on mutual funds and achieve daily and monthly targets through these conversations..
• Recommend suitable investment solutions aligned with customers financial goals and risk profiles.
• Meet defined sales, redemption calling, and daily ticket-closing targets.
• Build and maintain long-term customer relationships through high-quality service and consistent follow-ups.
• Adhere to organizational processes, compliance requirements, and performance KPIs.

Qualifications

Education: Graduate or Postgraduate in Finance, Business Administration, Economics, Commerce, or a related field.

Experience

• Freshers to 5 years of experience in telesales or inside sales, preferably in the financial services domain.
• Prior experience or knowledge in mutual funds is an added advantage. Freshers with strong communication skills and an interest in finance may also apply.
• Profile Stability: Demonstrated consistency in employment with no frequent job changes.

Required Skills

• Excellent verbal communication skills in English
• Sound understanding of financial products and basic risk management concepts.
• Strong customer-centric mindset with problem-solving abilities.
• Ability to work in a target-driven, structured environment.

Work Environment & Structure

• Fixed day-shift timings to ensure better work-life balance.
• Rotational weekly offs.
• Structured work schedule with clear productivity benchmarks and KPIs.
• No fieldwork; role is entirely office-based.

What We Offer

• Competitive compensation aligned with market standards and experience.
• Attractive performance-based incentives.
• Comprehensive training on financial products and investment strategies.
• Exposure to a wide range of investment solutions and market insights.
• Opportunity to build a long-term, rewarding career in the financial services industry.

Salary

As per market standards, based on experience and previous compensation

Interested Candidates can reach out to -

HR - [phone removed]( call/whatsapp)