Website:
xpozive.com
Job details:
Salary- Upto 42k ( Depending on experience)
Experience- 1+ year ( Into Telesales, Mutual Funds)
Location- Bangalore, Chennai
Working Hours- 6 Days Working (9am-6Pm)
Education- Graduation+ NISM Certification Mandatory
Role Description This is a full-time, on-site role for a Digital Investment Expert (Post Sales, Mutual Funds), located in Gurugram. The role involves supporting customers after mutual fund purchases, including responding to queries, explaining investment details, and guiding them through digital platforms and processes. The Digital Investment Expert will monitor client portfolios, share relevant updates, and coordinate with internal teams to ensure smooth post-sales service and compliance with regulatory guidelines. Day-to-day responsibilities include managing customer communication across digital channels, maintaining accurate records, and assisting in the implementation of digital strategies that improve client experience. The role may also involve collaborating with marketing and product teams to provide feedback on customer needs and enhance service offerings.
Qualifications
- Candidates should possess strong Analytical Skills to interpret investment data, understand mutual fund products, and assess client needs.
- Candidates should possess excellent Communication skills to engage with customers, explain complex concepts clearly, and build trust.
- Candidates should possess Digital Strategy and Digital Marketing skills to support online client engagement and help optimize post-sales journeys.
- Candidates should possess Project Management skills to handle multiple client requests, prioritize tasks, and ensure timely resolution.
- Relevant qualifications such as a bachelor’s degree in finance, economics, business, or a related field are preferred.
- Knowledge of mutual funds, SEBI regulations, and basic personal finance concepts is highly beneficial.
- Comfort with digital tools, CRM systems, and MS Office (especially Excel) is desirable.
- Ability to work collaboratively with cross-functional teams and maintain a client-focused, ethical approach to investment guidance.
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