Telecaller

Company Description In Cred Wealth is a modern, agile wealth management company focused on delivering world-class investment services to clients in India and across the globe. The firm serves HNI and UHNI clients with an end-to-end investment product suite grounded in in-depth research, advanced technology, and a highly experienced team. Offerings span equity, fixed income, and alternative investments, supported by a sophisticated platform for portfolio monitoring. In Cred Wealth also provides investment banking solutions through In Cred Capital and estate planning services. In Cred Wealth & Investment Services Private Limited is an AMFI-registered mutual fund distributor, with some services offered through group companies.
Role Description This is a full-time, on-site Telecaller role based in Mumbai. The Telecaller will make outbound calls to prospective UNI/HNI/FAMILY OFFICE CLIENTS. The role involves explaining basic investment offerings in a clear, compliant manner, capturing an...