Sales & Operation- Mutual Fund

**Duties/ Key Responsibilities** - Researching & amp; preparing prospective client lists - Marketing in the field - Pan India by giving the company presentations - Following & amp; converting the sales leads at the micro level - Periodic formal visits at the company’s ongoing sites - Overseeing the overall ongoing projects & amp; reporting to Directors -...

**Client Support** - Understand their queries and provide the right solution in the given time. - Assist clients with onboarding, account setup, and transaction-related activities. - Gather feedback from clients, analyze their needs, and suggest improvements to the product/service. **Operations Activities** - Processing KYC and Mandateto the respective...

Participated in sales training, followed processestracked industry trendsidentified leadsengaged customerssupported seniorsprepared reports/presentationsensured follow-upscollaborated on targetsDrove up selling & Cross Selling50% travellingEmployee state insuranceProvident fund

About the Role We are seeking a proactive and target-driven Sales Marketing Executive for the BFSI sector This role is focused on driving sales through strategic marketing efforts lead generation and customer engagement in financial products and services Key Responsibilities - Promote and sell BFSI products such as insurance loans and investment plans-...

Lead Conversion 1. Assist clients in completing KYC process, ECS registration and related documentation. 2. Attend leads, understand their needs and convert them into investments. 3. Give recommendation of funds to the clients as per their investment objectives. 4. Analyze and Manage client’s portfolios 5. Build and maintain the client base. Client...

Role Definition Responsible for driving revenue growth by developing and executing strategic sales plans and providing market intelligence to contribute to the overall marketing strategy ensuring the mutual success of both the individual and the organization Responsibilities Key Deliverables Sales Strategy Planning Develop and present...

Role Definition Responsible for driving revenue growth by developing and executing strategic sales plans and providing market intelligence to contribute to the overall marketing strategy ensuring the mutual success of both the individual and the organization Responsibilities Key Deliverables Sales Strategy Planning Develop and present monthly sales forecasts...

Sales Client Acquisition Develop and execute lead management strategies for inbound and outbound prospects Contact potential clients via calls WhatsApp emails and video consultations Understand client profiles and convert leads into successful investors using consultative sales techniques Track and improve conversion rates using CRM tools and dashboards...

Require Relationship Manager - Banking Product sales Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Required Candidate profileOn Roll Job Salary No Bar Good Candidate , If You Interested Send Update Resume , Contact Jitesh Mathur

Mineral and stone processing plant operators operate and monitor machinery and equipment for processing rocks, minerals and stone to recover refined products for immediate use or further processing. **Responsibilities**: - Set up machines (calibration, cleaning etc.) to start the production cycle - Control and adjust machine settings. - Inspect parts with...