Finance & Sales Executive (Mutual Fund & Insurance)

1 week ago


Guwahati, Assam, India VALUE FIRST FINANCIAL PRIVATE LIMITED Full time

Job Role:
Client Services Associate

Job Title:
Finance & Sales Executive (Mutual Fund & Insurance)

As an Executive at Value First Financial Private Limited, you will play a pivotal role in supporting our clients' financial objectives and ensuring exceptional service delivery

Your responsibilities will include:
-
Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries, providing assistance, and fostering strong, long-term relationships.
-
Administrative Support: Assist in administrative tasks related to client accounts, including processing paperwork, maintaining records, and coordinating meetings.
-
Portfolio Analysis: Collaborate with portfolio managers to analyze client portfolios, track performance, and provide insights to optimize investment strategies.
-
Compliance Assistance: Ensure compliance with regulatory requirements by maintaining accurate documentation and adhering to industry standards and best practices.
-
Communication and Education: Communicate investment strategies, market updates, and product information to clients, providing education and guidance as needed.
-
Operational Efficiency: Identify opportunities to streamline processes and improve operational efficiency within the client services function.

Qualifications:

  • Bachelor's degree in
    Finance,
    MBA in Finance preferrable.
  • Strong communication and interpersonal skills.
  • Detailoriented with excellent organizational abilities.
  • Knowledge of mutual funds, insurance products, and basic investment principles preferrable.
  • Proficiency in Excel, Search engines is preferred.

Job Types:
Full-time, Part-time, Permanent, Fresher

Pay:
From ₹6,000.00 per month

Expected hours:
per week

Schedule:

  • Day shift

Supplemental pay types:

  • Commission pay
  • Performance bonus
  • Yearly bonus

Application Question(s):

  • Do you have a twowheeler?

Language:

  • English, Hindi and Assamese (preferred)

Work Location:
In person
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