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Finance & Sales Executive (Mutual Fund & Insurance)
1 week ago
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.
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Administrative Support: Assist in administrative tasks related to client accounts, including processing paperwork, maintaining records, and coordinating meetings.
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Portfolio Analysis: Collaborate with portfolio managers to analyze client portfolios, track performance, and provide insights to optimize investment strategies.
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Compliance Assistance: Ensure compliance with regulatory requirements by maintaining accurate documentation and adhering to industry standards and best practices.
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Communication and Education: Communicate investment strategies, market updates, and product information to clients, providing education and guidance as needed.
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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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