Finance & Sales Executive (Mutual Fund & Insurance)
2 days 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.
- **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
-
Finance & Sales Executive
2 days ago
Ganeshguri, Guwahati, Assam, India VALUE FIRST FINANCIAL PRIVATE LIMITED Full timeYour 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...
-
Tele caller
5 days ago
Guwahati, Assam, India Vulcan Insurance Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionVulcan Insurance Service Pvt. Ltd. commenced its operations in 2002 as an Insurance Corporate agent authorized by IRDAI and a Mutual Fund Distributor authorized by AMFI. Based in the North Eastern Region of India with its corporate office in Guwahati, Vulcan Insurance offers a wide range of insurance and mutual fund products to meet the...
-
Insurance Sales Executive
2 days ago
Guwahati, Assam, India BDV Private Limited Full timeAs an Insurance Sales Representative at Future Generali, you will play a crucial role in helping clients secure their financial futures by offering them tailored insurance solutions. You will be responsible for identifying potential customers, building strong relationships, and providing exceptional service to meet their insurance needs. **Job Types**:...
-
Vacancy of Sales Coordinator for Guwahati
3 days ago
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
2 days ago
Guwahati, Assam, India Work Panda Cooperation LLP Full timePay: ₹30,000.00 - ₹40,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental Pay: - Performance bonus **Education**: - Bachelor's (required) **Experience**: - Insurance sales: 1 year (required) Work Location: In person
-
Area Sales Executive
1 week ago
Guwahati, Assam, India Nanda Feeds Pvt. Ltd. Full timevery urgent recruitment, we are looking for Poultry sales executive for Assam location. Contact me or whats app 7339447844 immediate hiring Pay: ₹20,000.00 - ₹28,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance - Provident Fund Work Location: In person
-
Insurance Sales
2 days ago
Guwahati, Assam, India BDV Private Limited Full timeWe are looking for enthusiastic and customer-focused individuals to join our team as Customer Care Executives. This is a great opportunity for freshers who are eager to start a career in customer service and develop their communication skills. **Responsibilities**: - Address customer queries, concerns, and complaints in a professional manner. - Provide...
-
CRM (Sales)
3 days ago
Guwahati, Assam, India Hind Autozone LLP Full timeMonitor and manage incoming leads from online platforms such as BikeDekho, Facebook, Instagram, and other digital sources. - Ensure prompt follow-ups with potential customers to maintain engagement. - Call leads to understand their requirements and provide information about the vehicles available. - Answer customer queries related to vehicle specifications,...
-
(3 Days Left) Executive Rakshak Manager
3 weeks ago
Guwahati, Assam, India Max Life Insurance Full timeJOB DESCRIPTION Job Code Job Title Associate Rakshak Manager Rakshak Manager Senior Rakshak Manager Band 5A 5B Reporting To Partner - Defence Department Agency Function Defence Sales Location Multiple locations JOB SUMMARY Responsible for Recruitment of Agents Advisors A A and Officer Rakshak s Officer Rakshak OR Agent Development Meeting Business goals Unit...
-
Dms Operator
2 weeks ago
Guwahati, Assam, India Hind Autozone LLP Full time**DMS Management**: - Operate and maintain proficiency in the company’s DMS tools for recording, tracking, and updating data. - Ensure timely and accurate data entry, updates, and reporting through the DMS platform. - **Vaahan Entry**: - Handle all Vaahan (RTO-related) entry processes, including vehicle registration, tax computation, and other related...