Sales Co-ordinator

6 days ago


Bengaluru, Karnataka, India way2investment Full time ₹ 4,01,486 - ₹ 6,00,000 per year

Job Description

Coordinate daily with sales and business development teams to ensure smooth client onboarding and follow-up.

Interact with clients to understand their investment needs and financial objectives.

Provide guidance on mutual funds, equity, and wealth management products.

Support clients with portfolio reviews, investment updates, and after-sales service.

Ensure compliance with AMFI, SEBI, and organizational standards in all client interactions.

Maintain proper communication and documentation for all client activities.

Job Types: Full-time, Fresher, Internship, Freelance

Contract length: 24 months

Pay: ₹11, ₹33,557.42 per month

Work Location: In person


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