Investment Advisory

1 week ago

Kochi, India Copious Consult Private Limited Full time

**Hiring for Thrissur, Palakkad and Calicut**

**Job description**
- Follow up leads and enroll new clients
- tie-up with organizations and associations to conduct educative webinars/seminars and other lead generations activities
- Co-ordinate and conduct other lead generation activities
- Provide timely solutions and services to existing clients
- Co-ordinate with financial planners/operation to provide timely services and ensure client satisfaction
- Create, update and report client's/Business status in CRM and other reports
- work with planers for getting service renewals from existing clients

**Requirements**:

- more than **3years **experience in Financial Services
- **MBA Finance, MCOM, MA Economics /Statistics (**Preferred)
- **Gender Preference:

-**:

- **Thrissur**, **Palakkad** - Male/ Female
- **Calicut** - Male
- Need to travel (Yes/No) - Yes
- Preferred Brand or Company is Banks

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹35,000.00 - ₹42,000.00 per month

Schedule:

- Day shift
- Monday to Friday
- Weekend availability

Supplemental pay types:

- Performance bonus

**Education**:

- Master's (preferred)

**Experience**:

- Financial services: 3 years (preferred)

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