Key Responsibilities
- Engage with potential customers through calls, messages, and meetings to promote Univest's products and services.
- Understand customer requirements and provide appropriate investment solutions.
- Achieve daily, weekly, and monthly sales targets.
About Company: Univest is a one-stop investment platform trusted by over 400,000 users to optimize their portfolios. Founded in March 2022 by Pranit Arora and Avneet Dhamija, Univest utilizes artificial intelligence (AI) to help investors exit underperforming stocks in a timely manner. It also suggests new investment ideas aligned with each user's preferences and risk profile.
