Wealth Doctor - Personal Finance Indian Money - Startup

Indian Money - Startup

In early 2008 Mr.Sudheer C.S (founder, MD and CEO of IndianMoney.com) happened to meet an auto driver while working in a top MNC Broking house. The auto driver told him that one of the sales persons from his organization has sold him an insurance policy promising that ""If you pay Rs 25,000 once, you will get back Rs 1 lakh after 3 years"".Mr. Sudheer knew there was no such policy available. When he read the policy document he realized that it was a Regular Premium ULIP policy, where customer has to pay Rs 25,000 each for 3 years. Based on the market performance, customer ""might"" get back Rs 50,000 or Rs 75,000 or Rs 1 lakh after 3 years.

Position: Personal Finance Associate

Company Name: Indian Money 

Location:  Bangalore

Qualification : B.Com - Commerce, B.B.A / B.M.S - Management

Experience: 2-3 Years

CTC:  As Per Company Standards

Job description:

1. Advice customer on the various aspects of Personal Finance
2. Call Customer\'s back and create profiles with all the relevant data
3. Perform a Need Analysis to ensure the right financial products are recommended to the Customer
4. Ensure they are equipped with the information they need to ensure they are not cheated
5. Encourage Customer\'s to meet Service Providers thereby generating leads
6. Fix appointments to ensure meeting between Customer and Service Provider
7. Ensure the Customer is interested and is not being forced to meet the Service Provider
8. Ensure the credibility of the Company is not compromised
9. Constantly upgrade yourself to ensure you provide the most up to date information to the Customer

About the Company:

Indian Money - Startup

In early 2008 Mr.Sudheer C.S (founder, MD and CEO of IndianMoney.com) happened to meet an auto driver while working in a top MNC Broking house. The auto driver told him that one of the sales persons from his organization has sold him an insurance policy promising that ""If you pay Rs 25,000 once, you will get back Rs 1 lakh after 3 years"".Mr. Sudheer knew there was no such policy available. When he read the policy document he realized that it was a Regular Premium ULIP policy, where customer has to pay Rs 25,000 each for 3 years. Based on the market performance, customer ""might"" get back Rs 50,000 or Rs 75,000 or Rs 1 lakh after 3 years.

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