Sales Co-ordinator
1 week ago
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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