RR Finance

2 days ago

Gurgaon, India RR Finance Full time

Job Title: Investment Product Coordinator. Location: Head Office (with travel to company branches across locations). Department: Investment / Business Development. Job Summary:- The Investment Product Coordinator will be responsible for coordinating with the Head Office and various branch offices to ensure smooth execution, promotion, and growth of investment products.- The role involves visits to branches, supporting the sales and operations teams, monitoring business performance, and driving business growth targets in line with company objectives. Key Responsibilities:- Coordinate between Head Office and Branch teams for investment product strategies, updates, and execution plans.- Visit branches across different locations to review investment product performance, train branch staff, and strengthen business processes.- Identify opportunities to increase investment product sales and assist branches in achieving business growth targets.- Track business performance, analyze sales data, and share insights with management for strategic decisions.- Assist in planning and executing marketing and promotional activities at branch levels.- Provide regular reports to management on progress, challenges, and recommendations.- Build and maintain strong relationships with internal teams and clients to enhance service and customer satisfaction. Key Skills & Competencies:- Strong understanding of investment and financial products (e.g., mutual funds, insurance, bonds, etc.- Excellent communication, coordination, and interpersonal skills.- Ability to travel frequently across branches. Qualification & Experience:- Graduate / Postgraduate in Finance, Commerce, Business Administration, or a related field.- 3-6 years of experience in investment coordination, business development, or financial product management (preferably in BFSI or investment sector).- Experience in branch coordination and business growth activities will be an added advantage. (ref:iimjobs.com)

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