Work-from-home financial services careers

Techwiso helps major financial-service operators reach customers across India through telecalling, advisory-style assistance and partner-led customer acquisition. We promote services across banking, demat, cards, insurance, loans, mutual funds and more. Explore telecalling, advisor and partner roles with flexible participation.

9 years
Operating since 2017
₹10,000 – ₹60,000
Indicative monthly range
PAN India
Any city, remote work
No targets
Part-time or full-time

Three ways to work

Telecalling, advisor, or partner

Telecalling associate

Speak with people who have already shown interest in a product. Answer queries, share next steps, and log outcomes. Scripts and product notes are provided.

Best fit: Clear Hindi and English, patient on calls, comfortable with a phone and laptop.

Product advisor

Help customers compare savings, demat, cards, insurance, loans, and mutual funds. You explain options; you do not push a product they do not need.

Best fit: Curious about personal finance. No prior licence required — training covers the basics.

Acquisition partner

Share verified offers in your city or network. You introduce interested people; the operations team handles onboarding and documentation.

Best fit: Local network, housewives, retired professionals, students, and working people looking for extra hours.

Services

Products we help customers with

All services

01

Banking & savings accounts

Help customers open or upgrade savings accounts with banks and digital platforms, with a clear list of documents and timelines.

02

Demat account opening

Walk first-time investors through KYC and demat setup on platforms without jargon.

03

Credit cards

Explain eligibility, fees, and rewards so applicants know what they are signing up for before they apply.

04

Insurance

Share term, health, and general insurance options and connect the customer to licensed partners for issuance.

05

Loans

Pre-qualify interest in personal, business, or working-capital credit and route complete files to the right desk.

06

Mutual funds

Introduce SIP and lump-sum investing on regulated platforms. Advice stays educational; execution stays with the platform.

Process

Four steps from apply to payout

01

Apply in a few minutes

Share your name, city, phone, and whether you prefer telecalling, advisor, or partner work. No fee to apply.

02

Short screening call

HR confirms language, device, and hours. Part-time and full-time both work. There is no fixed shift unless you choose one.

03

Free training

Product notes, call etiquette, and compliance. You practise on sample queries before you speak to a live customer.

04

Work and get paid

Eligible work can be paid weekly, with monthly settlement according to the applicable role and terms. No sales target is assigned.

Why Techwiso

Built for students, housewives, professionals, and retirees

No targets

You are not given a monthly quota. Earnings follow completed, documented work.

No prior experience

Fresh graduates, housewives, and retired people start on the same training track.

Flexible hours

Part-time or full-time. Choose a window that fits family, college, or another job.

PAN India

Work from any city. Coordination is remote; the registered office is in Delhi.

Weekly and monthly pay

Eligible weekly payouts plus a monthly settlement. Techwiso states a 100% on-time payment record for its payment cycles.

Nine years of operations

Techwiso providing the financial services since 2017.

Member stories

What a typical month can look like

Ghar ke kaam ke saath part-time time nikal leti hoon. Training ke baad calls karna easy laga. Mere liye flexible work kaafi helpful hai.

RK Ritu K. Housewife, Ghaziabad

I was looking for something I could manage alongside college. The flexible schedule helped me balance both, and the training made it easier to speak with customers confidently.

AS Aman S. Student, Jaipur

Retirement ke baad ghar se kuch productive karna chahta tha. Advisor role comfortable laga. Customer ko information dena aur unki queries samajhna achha lagta hai.

NM Naveen M. Retired Professional, Lucknow

The biggest advantage for me is flexibility. I can manage the work around my office schedule and still get the support I need when I have questions.

PS Priya S. Working Professional, Pune

Freelancing ke saath additional opportunity chahiye thi. Partner role mein kaam kar raha hoon. Process samajhne ke baad kaafi straightforward laga.

VK Vikas K. Freelancer, Indore

I had no previous telecalling experience, so initially I was a little nervous. The training helped me understand the process, and now I feel much more comfortable speaking with customers.

ST Suman T. Homemaker, Patna

Ready to talk to HR?

Apply on the site or message us on WhatsApp. Screening calls run Monday – Friday, 10:00 AM – 6:00 PM IST.