Job description
About the job:They are a high-growth financial services firm specializing in SIP planning, mutual fund investments, and wealth management advisory. We are dedicated to building India's most trusted platform for long-term wealth creation. With an energetic,
performance-driven culture, we are inviting passionate, articulate individuals to join our growth team in Sector 125, Noida.
Key Responsibilities:
1. Outbound Client Outreach: Conduct outbound calls to potential clients, warm leads, and prospects to introduce our mutual fund and SIP solutions.
2. Lead Qualification: Assess client interest, understand basic financial goals, and qualify potential leads for our Relationship Managers.
3. Pitching & Education: Clearly articulate the benefits of disciplined investing, SIPs, and wealth management in simple, persuasive terms.
4. Appointment Scheduling: Schedule quality follow-up meetings or phone consultations between interested prospects and the advisory team.
5. Database & CRM Management: Maintain accurate logs of calls, feedback, follow-up dates, and lead status in the CRM system.
6. Relationship Nurturing: Follow up regularly with tentative leads to build interest and build trust over time.
Why Join Us?
1. Uncapped Incentives: High-performance bonus structure where your earnings grow directly with your conversion success.
2. Comprehensive Training: Extensive on-the-job training in financial products, phone
etiquette, and objection-handling techniques.
3. Career Advancement: Clear performance-based growth path to transition into Relationship Manager or Financial Advisory roles.
4. Startup Culture: Dynamic, supportive, and fast-paced work environment.Who can apply:Only those candidates can apply who:have minimum 1 years of experienceSalary:₹ 2,00,000 - 2,50,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Other perks:Informal dress code, Free snacks & beveragesSkills required:Lead Generation, Banking, Sales Support, English Proficiency (Spoken), English Proficiency (Written) and SalesOther Requirements:1. Education: Graduate in any stream (Commerce/Finance background is a plus, but not mandatory).2. Experience: Freshers with strong communication skills or 0–2 years of experience in telecalling, inside sales, or customer support.3. Communication Skills: Excellent spoken Hindi and working knowledge of English, with a polite, convincing, and confident phone presence.4. Financial Aptitude: Basic understanding of Mutual Funds, SIPs, or personal finance concepts(training will be provided).5. Key Attributes: High energy, objection-handling capability, strong active listening, and a6. Target-driven mindset.7. Only female candidates are required.About Company:Right Head HR Consultants since 2015, with a focus on setting up HR in small and medium enterprises. Right Head has 3 verticals in business i.e. Talent Acquisition, HR process set up in Companies with less than 100 employees, and Designing Learning and development programs in alignment with business needs and SOP of the company.
Responsibilities
They are a high-growth financial services firm specializing in SIP planning, mutual fund investments, and wealth management advisory. We are dedicated to building India's most trusted platform for long-term wealth creation. With an energetic,
performance-driven culture, we are inviting passionate, articulate individuals to join our growth team in Sector 125, Noida.
Key Responsibilities:
1. Outbound Client Outreach: Conduct outbound calls to potential clients, warm leads, and prospects to introduce our mutual fund and SIP solutions.
2. Lead Qualification: Assess client interest, understand basic financial goals, and qualify potential leads for our Relationship Managers.
3. Pitching & Education: Clearly articulate the benefits of disciplined investing, SIPs, and wealth management in simple, persuasive terms.
4. Appointment Scheduling: Schedule quality follow-up meetings or phone consultations between interested prospects and the advisory team.
5. Database & CRM Management: Maintain accurate logs of calls, feedback, follow-up dates, and lead status in the CRM system.
6. Relationship Nurturing: Follow up regularly with tentative leads to build interest and build trust over time.
Why Join Us?
1. Uncapped Incentives: High-performance bonus structure where your earnings grow directly with your conversion success.
2. Comprehensive Training: Extensive on-the-job training in financial products, phone
etiquette, and objection-handling techniques.
3. Career Advancement: Clear performance-based growth path to transition into Relationship Manager or Financial Advisory roles.
4. Startup Culture: Dynamic, supportive, and fast-paced work environment.
Key skills
How to apply
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