Urgent Hiring For Investment Coach

Prolific Hr Consultants; Bengaluru; On-site; INR 400,000 - 600,000; Full time

Job summary

Prolific Hr Consultants in Bengaluru seeks an Investment Coach to engage clients, understand financial goals, and guide them to suitable investment opportunities with emphasis on mutual funds.

The role requires 1 year of sales/financial services experience, strong English and Hindi communication, and knowledge of basic investment concepts. NISM Series V-A is preferred/mandatory where applicable. Base salary negotiations follow standard market practices.

Qualifications

• Minimum 1 year of experience in sales or financial services.
• Bachelor’s degree in Finance, Commerce, or related field.
• Working knowledge of mutual funds and basic investment concepts.
• Strong English and Hindi communication skills.
• NISM Series V-A certification preferred/mandatory where applicable.

Responsibilities

• Connect with clients to generate investment opportunities.
• Understand clients' financial goals, investment preferences, and risk appetite.
• Build and maintain long-term client relationships.
• Conduct investment conversations and explain financial products clearly.
• Guide clients on mutual fund opportunities based on goals and risk profile.
• Educate clients on equity, debt, diversification, and wealth creation.

Skills

Sales

Telesales

Communication skills

Client relationship management

Negotiation

Presentation

Education

Bachelor's degree in Finance/Commerce

Tools

CRM software

Job description

Job Title: Investment Coach

Location: Mahadevapura, Bengaluru
Experience: Minimum 1 year
Working Days: 5 Days Working + Alternate Saturdays
Working Hours: 9:30 AM to 5:30 PM
Weekly Off: Sunday
Languages Required: English & Hindi

Job Overview

We are looking for an enthusiastic and customer-focused Investment Coach to engage with clients, understand their financial goals and investment preferences, and guide them towards suitable investment opportunities. The ideal candidate should have a basic understanding of mutual funds and investment products along with strong communication and sales skills.

Key Responsibilities

• Connect with potential and existing clients to generate investment opportunities.
• Understand clients' financial goals, investment preferences, and risk appetite.
• Build and maintain strong, long-term client relationships.
• Conduct investment-related conversations and explain financial products in a simple manner.
• Guide clients on suitable mutual fund investment opportunities based on their goals and risk profile.
• Educate clients on equity, debt, diversification, and long-term wealth creation.
• Follow up with prospects and existing clients to improve conversions.
• Achieve monthly and quarterly business targets.
• Handle client objections and provide appropriate solutions.
• Maintain accurate client information and follow-ups using CRM systems.

Candidate Requirements

• Minimum 1 year of experience in sales, telesales, financial services, mutual funds, insurance, banking, or customer relationship management.
• Bachelor's degree in Finance, Commerce, or a relevant discipline preferred.
• Working knowledge of mutual funds and basic investment concepts.
• Strong communication skills in English and Hindi.
• Good interpersonal, presentation, negotiation, and objection-handling skills.
• Target-oriented and comfortable working in a high-volume calling environment.
• Strong interest in finance, investments, and wealth management.
• NISM Series V-A certification is preferred/mandatory as applicable.