Coordinator / Back Office Executive
2 days ago
_Job Description:_
- Scheduling client meetings daily for sales, attending phone calls, dealing with client queries, processing transactions, and managing the client’s portfolio as and when necessary.
- Tele-sales by identifying the client’s needs and suggesting the product available.
- Executing the transactions as requested by clients/ Growth Managers and completing the same within TAT.
- Providing troubleshooting assistance for Transactions, portfolios, and relevant problems
- Providing data and analysis to help the sales team.
- Responding to clients’ and Prospects’ queries.
- Manage sales tracking tools, ERP, and CRM systems and report on important information
- Liaise with the growth managers to develop specific sales strategies
- Stay up to date with all Mutual funds and Insurance products
- Helping the sales team with the presentation and joint calls
- Making the Financial Planning and portfolio review for presenting it to clients.
- Excellent Communication skills, Graduate in any stream, Wealth management experience will be preferred. Freshers are also invited.
**Salary**: ₹15,000.00 - ₹20,000.00 per month
Schedule:
- Day shift
**Education**:
- Bachelor's (preferred)
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