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Relationship Executive - SB Telesales

1-5 Years
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  • Posted 29 days ago
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Job Description

Key Responsibilities:

  • Cross-sell third-party investment products including Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Thematic and Goal-Based Solutions (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Insurance Advisory Products (IAP), and other services offered by Angel One.
  • Build and maintain client relationships to promote investment products.
  • Understand client needs and provide appropriate investment solutions.
  • Achieve sales and cross-selling targets as per organizational goals.
  • Ensure adherence to compliance, regulatory, and company policies.

More Info

Job Type:
Employment Type:
Open to candidates from:
Indian

About Company

Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distribution of third-party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With about 32 million registered clients, we are onboarding, in the current financial year, an average of over 900K new clients every month. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We are a group of self-driven, motivated individuals who enjoy taking ownership and believe in providing best value for money to investors through innovative products and investment strategies. We apply and amplify personalisation within our products and services. We have a flat structure, with ample opportunity to showcase your talent and a growth path for engineers to the very top. Join our team and experience the best of both worlds at Angel One! We believe in the power of collaboration and the freedom of flexibility. This year, we secured rank 20 among the top 100 Best Companies to Work for, in India in 2025; a big jump from rank 92 in 2022, from rank 52 in 2023, and rank 25 in 2024! We are aggressively hiring Engineers, Product Managers & Data science rockstars across India. Check out our careers section!

Job ID: 132669305