Investment Coach

Prolific Hr Consultants; Bengaluru; On-site; INR 900,000 - 1,100,000; Full time

Job summary

Prolific Hr Consultants in Bengaluru is seeking an experienced Investment Coach to engage customers, assess financial needs, explain investment products and build lasting relationships.

Location: Mahadevapura, Bangalore. 2+ years of total experience, with FinTech exposure preferred. English and Hindi required. Working hours 9:30 AM to 5:30 PM, five days plus alternate Saturdays.

Qualifications

• Minimum 2+ years total work experience, with at least 1 year in FinTech.
• Good English and Hindi communication skills.
• Confident and comfortable interacting with customers.
• Strong sales and customer-handling skills.
• Positive attitude and willingness to learn.
• Basic computer knowledge.

Responsibilities

• Connect with customers through calls and understand their requirements.
• Explain investment products and services clearly.
• Generate leads and follow up with interested customers.
• Build and maintain strong customer relationships.
• Understand customer needs and assist with suitable investment options.
• Handle customer queries and provide relevant information.
• Maintain regular communication and follow-ups with customers.
• Develop strong knowledge of Mutual Funds and other investment products.

Skills

Customer-focused

Sales skills

Communication skills

Interpersonal skills

English language

Hindi language

Job description

Hi,

We are hiring for the position of Investment Coach.

Location: Mahadevapura, Bangalore
Experience: 2+ Years
Salary: Up to 10 LPA
Working Days: 5 Days (Monday to Friday) + Alternate Saturdays
Working Hours: 9:30 AM 5:30 PM
Languages: English & Hindi Mandatory

About the Role

We are looking for an experienced and customer-focused Investment Coach to join our team. The role involves interacting with customers, understanding their financial requirements, explaining investment products, and building long-term customer relationships.

Key Responsibilities

• Connect with customers through calls and understand their requirements.
• Explain investment products and services clearly.
• Generate leads and follow up with interested customers.
• Build and maintain strong customer relationships.
• Understand customer needs and assist with suitable investment options.
• Handle customer queries and provide relevant information.
• Maintain regular communication and follow-ups with customers.
• Develop strong knowledge of Mutual Funds and other investment products.

Requirements

• Minimum 2+ years of total work experience, with at least 1 year of experience in FinTech (mandatory).
• Good English and Hindi communication skills.
• Confident and comfortable interacting with customers.
• Strong sales and customer-handling skills.
• Good convincing and interpersonal skills.
• Positive attitude and willingness to learn.
• Basic computer knowledge.

Who Can Apply?

• Candidates with 2+ years of experience in Sales, Banking, Insurance, Financial Services, Telesales, Customer Relationship Management, or related fields.
• Candidates with strong customer interaction and sales skills.
• Candidates who are confident, customer-focused, and interested in building a career in Sales and Investment Services.