Marketing & Operations Associate
3 months ago
**Marketing and Operations Executive**
**Key Responsibilities**:
- To handle the entire Operations for the Mutual Fund and Insurance Business.
- Create and provide quotes, financial plans and any other prospecting documentation required by the Sales team.
- Onboard new clients in our system, complete their KYC and other documentation
- Create and execute new orders, troubleshoot for any issues and liaise with different teams & all our stakeholders/partners
- Arrange webinars and Investor Awareness Programs (IAPs) in coordination with our Sales & Marketing Team
- Generating new leads through various channels, networking Qualifying prospects and giving it to the Sales Team.
- Developing relationships with prospects & recommending products & solutions through a consultative approach.
- Helping prospects make an informed decision by providing support, information and guidance.
- Identifying product improvements or new product opportunities based on industry trends, market activities and competitors.
- Generating Regular Content for regular mass communication to Clients and Prospects.
**Job Types**: Full-time, Permanent
Pay: ₹15,000.00 - ₹30,000.00 per month
**Benefits**:
- Paid sick time
Schedule:
- Fixed shift
- Monday to Friday
- Weekend availability
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Education**:
- Bachelor's (required)
**Experience**:
- total work: 2 years (required)
**Location**:
- Dahisar, Mumbai, Maharashtra (required)
Work Location: In person
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