Client Relationship Manager

Make outbound telecalls to prospective investors and provide detailed briefings on investment opportunities and trade benefits.

Deliver tailored financial product recommendations based on individual client risk profiles and financial goals.

Address client queries regarding financial services, trading options, and investment portfolios.

Convert prospective leads into active clients through structured consultative sales conversations.

Build strong rapport with high-net-worth individuals and maintain ongoing customer relationship logs.

Maintain complete telecalling databases, investment conversion trackers, and lead status reports.

Higher Secondary (10+2), Diploma, or Any Graduate degree in Finance, Commerce, or Business.

1–3 Yrs of experience in financial services telecalling, investment advisory, or client onboarding.

Excellent verbal communication skills in English and sound understanding of financial investments.