Finance & Sales Executive (Mutual Fund & Insurance)

2 weeks 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

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