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Growth Coordinator

4 months ago

Mumbai, India A D Naik Wealth Full time

Company Description

A D Naik Wealth is a leading wealth management firm located in Mumbai. With a legacy of excellence spanning 35 years, the company manages assets worth over Rs. 3000 Crore and serves more than 5360 families across 217 locations in India and 25 countries worldwide. A D Naik Wealth is dedicated to enabling the aspirations of their clients and is committed to providing financial freedom. The company has been recognized with prestigious awards, including Best Financial Advisor (Mega Cities) for FY 2014-15 and Best Performing Regional Financial Advisor (West 2016-17) by CNBC.


Role Description

This is a full-time on-site role for a Growth Coordinator (Sales Support) at A D Naik Wealth located in Mumbai. The Growth Coordinator will be responsible for day-to-day tasks related to customer satisfaction and service, administrative assistance, and effective communication. The role involves supporting the sales team and ensuring smooth operations to drive growth and deliver exceptional customer experiences.


Job Description:

• Scheduling client meetings daily forsales, attending phone calls, dealing with client queries,

processing transactions, and managing the client’s portfolio as and when necessary.

• Tele-sales by identifying the client’s needs and suggesting the product available.

• Executing the transactions as requested by clients/ Growth Managers and completing the same

within TAT.

• Providing troubleshooting assistance for Transactions, portfolios, and relevant problems

• Providing data and analysis to help the sales team.

• Responding to clients’ and Prospects’ queries.

• Manage sales tracking tools, ERP, and CRM systems and report on important information

• Liaise with the growth managers to develop specific sales strategies

• Stay up to date with all Mutual funds and Insurance products

• Helping the sales team with the presentation and joint calls

• Making the Financial Planning and portfolio review for presenting it to clients.


Candidate requirement : Excellent Communication skills, Graduate in any stream, Wealth management experience will be preferred. Freshers are also invited.