1. Conduct outbound calls to schools, colleges, corporates, and government departments
2. Introduce and promote free SEBI-compliant financial literacy seminars
3. Coordinate session schedules, confirmations, and follow-ups
4. Maintain accurate call records, follow-up sheets, and reporting logs
5. Support trainers and ensure smooth execution of scheduled sessions
About SV Wealth Partners - A SEBI SMART Certified Financial Literacy Organization!
SV Wealth Partners (SVWP) is a SEBI SMART Certified Organization based in Delhi and Mumbai, committed to promoting financial literacy across India. We conduct free, non-commercial Investor Awareness Programs (IAPs) with NSE, BSE, NSDL, and CDSL, following SEBI guidelines.
With over 15,000 sessions conducted, we've reached students, teachers, government staff, professionals, and rural communities without promoting any financial products.
Our sessions cover budgeting, saving, digital payments, fraud prevention, and basic investing. Conducted by SEBI-certified trainers, they are available online and offline for schools, colleges, PSUs, and government institutions. We offer internships where freshers gain experience in outreach, communication, and event support guided by mentorship in a purpose-driven environment.
