Quantean

Investment Services Advisor

Quantean
Padukoli Village, Mangalore
₹12,000 - ₹20,000 monthly*

Fixed

₹12,000 - ₹15,000

Average Incentives*

₹5,000

Earning Potential

₹20,000

Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience
Basic EnglishBasic English

Job highlights

13 applicants

13 applicants

Benefits include:  Annual Bonus, Travel Allowance (TA), Petrol Allowance, Mobile Allowance, Internet Allowance, Flexible Working Hours, Laptop, Health Insurance, ESI (ESIC), Food/Meals

Benefits include: Annual Bonus, Travel Allowance (TA), Petrol Allowance, Mobile Allowance, Internet Allowance, Flexible Working Hours, Laptop, Health Insurance, ESI (ESIC), Food/Meals

Job Description

Handle client enquiries through calls, WhatsApp, and other communication channels.

Tele-call prospective clients and understand their requirements.

Contact prospective clients and schedule appointments at their convenience.

Meet clients personally at scheduled appointments to understand their financial goals and requirements.

Explain financial and investment solutions to clients clearly and professionally.

Build and maintain strong relationships with prospective and existing clients.

Follow up with clients after appointments and maintain regular communication.

Maintain accurate records of leads, customer details, appointments, and follow-ups.

Coordinate with the internal team regarding documentation and client requirements.

Support business development through client interaction, referrals, and effective follow-ups.

Maintain professional telephone etiquette and client-handling standards.

Job role

Work location
Work locationKuloor, Kavoor, Mangaluru, Karnataka, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryInsurance Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationGraduate
English level
English levelBasic English
Assets
AssetsTwo-wheeler Vehicle, Two Wheeler Driving License
Age limit
Age limit21 - 32 years
Gender
GenderFemale

About company

Name
NameQuantean
Address
AddressKuloor, Kavoor, Mangaluru, Karnataka, India
Job posted by Quantean

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You can expect a minimum salary of 12,000 INR and can go up to 20,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Mangalore to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Only Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mangalore at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 22 Oct 2026. For more details, download apna app and find Full Time jobs in Mangalore . Through apna, you can find jobs in 64 cities across India. Join NOW!