01Responsibilities
Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures.
Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals.
Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels.
Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance.
Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.
Qualification: Minimum Graduate from any stream.
Experience: Freshers can apply.
Remuneration: As per company norms
Working days: Monday to Saturday (first 6months)
Post 6months alternate Saturday off.
It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 6+ years Experience.More about this Portfolio Advisor jobPlease go through the FAQs to get all answers related to the given Portfolio Advisor jobCan freshers or experienced candidates apply for this Portfolio Advisor role
Ans : Candidates who have a Graduate and above qualification with 0-7 years of experience can apply for this Portfolio Advisor role.
What is the salary and job type for this role
Ans : The salary for this Portfolio Advisor job ranges between 15,000-60,000 per month. This is a Full Time job.
What shift and timings does this job follow
Ans : This Portfolio Advisor job follows a Day shift.
Do you need to visit the office for this job
Ans : Yes, candidates need to visit the office and work from the location in Goregaon (West), Mumbai.
How many vacancies are there for this Portfolio Advisor job
Ans : There are 5 vacancies for this Portfolio Advisor role.
Is this job open for all genders
Ans : Yes, this Portfolio Advisor job is open for both male and female candidates.
What is the job location for this position
Ans : The job location for this Portfolio Advisor position is Goregaon (West), Mumbai.
What makes this Portfolio Advisor job a good opportunity
Ans : This Portfolio Advisor job is a good opportunity as it offers a salary between 15,000-60,000 per month. This is a Full Time job and has 5 openings.
Candidates can call HR for more info. .
