Investment Coach

  • icon job experience 1 - 3 Years
  • icon job opening 1 Openings
  • icon salary 3.0-6.0 Lac/Yr
  • icon job location HSR Layout Bangalore
  • icon job posting Posted 3 days ago
  • Face-to-Face interview Face-to-Face interview
Key Skills

Tele Sales Investment Coach

Job Description

Role Overview

We are seeking Investment Coaches to join our dynamic team in Bangalore. In this role, you

will guide customers in achieving their financial objectives by providing personalized investment

advice through telecalling. This is a target-driven role within a structured environment, ensuring

professional growth and customer success.

Key Responsibilities

● Achieving your daily dial-out and talktime targets.

● Optimally use your day to talk and educate customers over the call.

● Educate customers on various investment products, including mutual funds and stocks.

● Offer tailored financial solutions based on the customer's needs and objectives.

● Achieve defined sales and performance targets in a structured, professional setting.

● Build and nurture long-term client relationships through excellent service.

● Skills:

○ Fluent communication in English and Hindi (no Mother Tongue Influence).

○ Knowledge of financial products and risk management strategies.

○ Strong customer service orientation and problem-solving abilities.

● Certifications (Preferred): NISM

Preferred Experience

● Proven telesales experience with a focus on achieving targets.

● Background in selling financial products, such as mutual funds, stocks, or insurance.
  • Experience

    1 - 3 Years

  • No. of Openings

    1

  • Education

    B.A, B.C.A, B.B.A, B.Com, B.Sc, LLB, Any Bachelor Degree

  • Role

    Investment Coach

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About One Stop Stationery Solution LLP

Established in 2016, One Stop Solution a part of Arvind Trading Corporation is one of the major players in providing complete stationery solutions of all types of office supplies and printing solutions for your day to day requirement since more than 50 years. It is our privilege to introduce One Stop Stationery Solution LLP as a part of Arvind Trading Corporation which is a wholesale unit of Arvind Trading Corporation which is one of the leading firms since 1971. We cater corporates, hospitals, retail, schools and manufacturing industries for the complete office supply solutions like printing stationery, office stationery, computer stationery and housekeeping items. We believe in customer satisfaction by providing door to door services to each and every customer in just 1 to 2 days.
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