Finance & Sales Executive (Mutual Fund & Insurance)

6 months 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.
- Detail-oriented 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: 36 - 48 per week

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Application Question(s):

- Do you have a two-wheeler?

**Language**:

- English, Hindi and Assamese (preferred)

Work Location: In person



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

    Your role as an Finance and Sales Executive will include: - **Day to day processing of customer documents and papers f**or portfolio management. - Responding to Customer queries related to their portfolios. - **D**oing research and analysis for better portfolio management. - Ensure compliance with regulatory requirements by maintaining accurate...

  • State Head

    3 months ago


    Guwahati, India RECEX Full time

    SL No.Key ResultAreas (KRA)1.Achieve monthly and yearlysales targets.2.Help Sales Team in NewDealers appointment process throughout the region outstandingfollow up with distributor and primary salesperson districtwise.3.Contribute company in new businessdevelopment4.Help management to formulatediscounts schemes for market5.DealerManagement(Help field team in...


  • Guwahati, Assam, India Vishnu HR Solution Full time

    **Sales Coordinator** *Excellent in MS Office *Should have business knowledge *Can talk to clients for prospects *Taking reports from all sales executives - Can talk to financers and can do rigourous follow ups for collection Exp 3 to 4 years. Fresher with scope of growth is also acceptable Pay: ₹15,000.00 - ₹20,000.00 per month **Benefits**: -...

  • Insurance Executive

    6 months ago


    Guwahati, India Ferro Alloy Manufacturing Company Full time

    **A Meghalaya-based Ferro Alloy Manufacturing Company is looking for an Insurance Officer / Executive for its Head Office in Guwahati, Assam.** **Responsibilities & Duties**: - Prepare and maintain a list of all Insurance policies of Plant and Machinery, Vehicles, Group Health, Fire Policy, Machinery Breakdown, Marine Policy, etc with relevant details such...

  • Marketing Executive

    6 months ago


    Guwahati, Assam, India PUSHPGEET FINANCIAL SERVICES Full time

    **About Pushpgeet Financial Services** Pushpgeet Financial Services, a regional partner of Motilal Oswal Financial Services, is dedicated to providing top-tier financial solutions and investment opportunities. We pride ourselves on our commitment to excellence and our ability to deliver exceptional financial services to our clients. **Key...


  • Amingaon, Guwahati, Assam, India Saarthi Propack Full time

    1. Overall in charge of Plastics Injection Molding Department. 2. Handling Daily Molding Production Planning & Improvement Activity. 3. Train & Encourge all Workment for proper Safety & 4. Monitoring & Improvement of OEE Of Moulding Shop floor. 5. Handling of New Mould trial for its further Approval. 6. Material Processed like-,HDPE,LLDPE etc. 7....

  • Field Executive

    6 months ago


    Guwahati, Assam, India Grameen Development & Finance Pvt.Ltd Full time

    Applications are invited for the post of **Microfinance Field Executive** in an NBFC -MFI Grameen **Development & Finance Pvt.Ltd. **based at **Chhaygaon (Head Office)** with branches in Noth East. **Job Types**: Full-time, Permanent Pay: From ₹10,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay types: -...

  • Sales Executive

    2 months ago


    Guwahati, Assam, India Le Fabco Pvt Ltd Full time

    Sales Executive - Foam and Fevicol Products **Location**: Guwahati, Bangalore, Kolkata Education - UG/Graduate Experience - 3 to 5years **Key Responsibilities**: - Identify and engage potential clients within the furnishings fabric sector, specifically focusing on foam and Fevicol products. - Cultivate and maintain strong relationships with existing...

  • Finance Executive

    2 months ago


    Bhangagarh, Guwahati, Assam, India D Kumar Group & Company Full time

    **Position**:Finance Executive **Department**:Finance **Package**:20,000 to 25,000 CTC **Qualifications**: - Graduate in Accounts/Finance - 2-3 years of relevant experience, and should have working knowledge on **Budgeting **& **Cost Accounting** - Should be proficient using Google Sheets and Tally Prime **How to Apply**: Last Date of Application:...

  • Industrial Trainee

    6 months ago


    Guwahati, Assam, India Bitchem Asphalt Technologies Limited Full time

    Assisting the Finance Team Doing SAP Entries Store Operations **Job Types**: Full-time, Permanent Pay: ₹12,000.00 - ₹16,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance - Paid sick time - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus - Yearly bonus **Experience**: - total work: 1...

  • Mis Executive

    6 months ago


    Guwahati, Assam, India RAIZEL INDUSTRIES Full time

    **Job Summary**: **Responsibilities**: - **Data Collection and Validation**: - Collect and validate sales data from diverse sources, ensuring accuracy and completeness. - Regularly update and maintain databases to reflect the latest information. - **Data Analysis and Reporting**: - Analyze sales trends, market dynamics, and customer behavior to derive...


  • Guwahati, Assam, India Max Life Insurance Full time

    Job Title: Financial Sales DirectorAbout the Role:We are seeking a seasoned financial sales professional to join our team at Max Life Insurance as a Financial Sales Director. This is an exceptional opportunity for an experienced individual to leverage their expertise and drive business growth.About You:To succeed in this role, you will need to have a strong...

  • Sales Assistant

    6 months ago


    Guwahati, Assam, India Udaan consultant Full time

    A Sales Executive is a professional who sets annual sales goals for the company and works towards achieving them with the assistance of the Sales Manager & Sales Associates. The job is based on setting up a strategy to find new prospects and sales leads and converting them into paid users or customers. Pay: ₹20,000.00 - ₹25,000.00 per...


  • Guwahati, Assam, India Vishnu HR Solution Full time

    Sales Coordinator *Excellent in MS Office *Should have business knowledge *Can talk to clients for prospects *Taking reports from all sales executives - Can talk to financers and can do rigourous follow ups for collection. *Must have knowledge of Advance Excel. Exp - Min 3 years. Fresher with scope of growth is also acceptable Pay: ₹15,000.00 -...

  • Sales Executive

    4 weeks ago


    Guwahati, Assam, India Assam Keteki Tea Full time

    *Sales Executive Job Profile* - HS /Graduate - On Roll Employee Designation - Salary upto Rs 20,000 + Incentive + Life Insurance - Order from Retailers - Opening of New Retail Outlets - Delivery - Meeting Sales Target - Location Kamrup Metro & Rural - Must be Hardworking & Sincere - Medical Allowance Benefits - Must have a 2 wheeler Pay: From ₹200,000.00...


  • Guwahati, Assam, India Udaan consultant Full time

    **Identify customer needs, and recommend products and services that meet customer needs**. The consultant listens to and addresses customer concerns, and facilitates sales. Continually Improves Skills - work to continually improve selling skills. Pay: ₹20,000.00 - ₹40,000.00 per month **Benefits**: - Health insurance - Leave encashment - Provident...

  • Sales Executive

    2 months ago


    Guwahati, Assam, India The BIG Advantage Full time

    **About Us**: This is a leading provider of innovative building materials, specializing in Autoclaved Aerated Concrete (AAC) blocks. Our commitment to quality, sustainability, and customer satisfaction has positioned us as a trusted partner in the construction industry. **Key Responsibilities**: - **Sales Development**: Identify and target potential...


  • Guwahati, Assam, India Satwisha healthcare opc private limited Full time

    Pay: ₹10,000.00 - ₹30,000.00 per month **Benefits**: - Health insurance - Leave encashment - Provident Fund Day range: - Monday to Friday - Weekend availability Shift: - Day shift - Evening shift Supplemental pay types: - Bonus pay - Performance bonus - Quarterly bonus - Yearly bonus Travel requirement: - Travel **Experience**: - total work:...

  • Field Sales Executive

    6 months ago


    Guwahati, Assam, India Udaan consultant Full time

    Field sales, or outside sales, is the process by which companies visit leads and sell to them in person. Field sales representatives typically work for B2B and wholesale organizations whose sales processes rely on relationship-building and long-term contracts. Field sales reps are especially effective with these long-term accounts, since they can visit...

  • Sales Executive

    6 months ago


    Guwahati, Assam, India SN Recruitment Full time

    We are the exclusive South Asia distributor of **Analytical -Laboratory Instruments** since 1978. We are trusted suppliers to almost all the top pharma, herbal, government laboratories, educational institutes all over India. This is a fast-growing company where one will get opportunities to work with a dynamic leadership team, with highly competitive salary...