Marketing & Operations Associate

2 weeks ago

Dahisar Mumbai Maharashtra, India Sage Capital Full time

**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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