
Open
Posted
•
Ends in 6 days
Paid on delivery
I run a SEBI-registered mutual fund distribution business and I’m looking for someone who already understands basic investment products to help me onboard new clients on a part-time basis. Your mission is straightforward: guide prospects through opening an account on our proprietary app and secure either a systematic investment plan starting at ₹1,000 per month or a lump-sum purchase—whichever suits them best. Because every portfolio is visible in real time on the app, the pitch is completely transparent. Clients retain full control and can redeem at any moment, so there is no pressure selling involved—just clear disclosure and good service. You may reach out to leads however you work best—phone, face-to-face meetings, or purely online. I’ll supply concise sales scripts, comparison charts and FAQs so you can speak confidently about fund options, SIP benefits, tax treatment and withdrawal rules. Key deliverable • A weekly report listing accounts opened and the SIP or lump-sum amount activated for each new client. If you have prior financial-services experience and enjoy flexible hours, let’s talk about how many accounts you can realistically convert per week and the commission structure that rewards you for every completed investment.
Project ID: 40188654
Open for bidding
Remote project
Active 56 yrs ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs

Chennai, India
Member since Jan 29, 2026
$15-25 USD / hour
$30-250 CAD
₹1500-12500 INR
£10-20 GBP
$10-30 USD
₹12500-37500 INR
$30-250 USD
$1500-3000 USD
$30-250 USD
€8-30 EUR
€30-250 EUR
$30-250 AUD
$10-15 USD / hour
$250-750 USD
₹600-1500 INR
$250-750 USD
₹12500-37500 INR
£20-250 GBP
$250-750 SGD
₹12500-37500 INR