Sales Support Trainee

2 weeks ago

Chennai, Tamil Nadu, India Kotak Mahindra Asset Management Company Full time ₹ 4,00,000 - ₹ 6,00,000 per year

Roles & Responsibilities

  • Process and manage sales orders accurately and efficiently, adhering to company policies.
  • Assist the sales team with presentations, brokerages, and communications.
  • Coordinate Zoom and Teams meeting for the sales team.
  • Maintain and update NDA databases as per the requirement.
  • Conduct Market Research, compile competitor analysis, and provide data-driven support for sales pitches
  • Handling customer/distributors queries/complaints over email/phone.
  • Handling Contest related work Includes co-ordination with external vendors for ticketing & booking
  • Maintaining SIP/ Daily sales report.
  • Handling new empanelments.
  • Follow up for hold/rejected investment applications.
  • Accepting, Scrutinizing and Time Stamping of Commercial Transaction Requests (Purchase, Redemption, Switches, SIPs, SWPs, STPs, etc.)
  • Processing of Non-Commercial Transactions.
  • Time management for different transactions according to regulatory cut-offs.
  • Generation of Account Statements for Investors and Brokers.
  • Maintaining Daily and Monthly MIS Reports of all Commercial and Non-Commercial Transactions, KYCs, Emails sent, Phone Calls, Investor Walk-Ins, NFO data, Time Stamp Machine Records, etc.)
  • Confirming receipt of credits in the bank.
  • Issuing month end balance confirmation letters.
  • Comply with audit and regulatory laws.

Job Requirements:

  • Good Excel skills
  • Experience in handling investors queries.
  • Basic understanding of Mutual Fund.
  • Good command over English (Verbal & Written)
  • Ability to co-ordinate, develop rapport and get work done from cross functional teams.
  • Mus`t be able to work with tight deadlines.
  • Problem solving skill.

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