Sales Support Executive

6 days ago

Piplod Surat Gujarat, India Finideas invesment Advisor Pvt Ltd Full time ₹ 1,80,000 - ₹ 6,00,000 per year

Gender: Male/Female

Eligible Degrees:

  • Profile 1: B.B.A. & B. Com.
  • Profile 2: M.B.A. & M. Com.

Salary :

  • Freshers : 15k to 25k
  • Experience : As per interview

Sales Support:

● Assist Sales Executives with day-to-day tasks and activities.

● Follow up on sales leads and customer queries.

● Manage customer KYC processes and ensure compliance.

Customer Interaction:

● Call customers and write professional emails to engage and address their needs.

● Help with registration, banking, trading, and related client onboarding procedures.

CRM Management:

● Maintain accurate records in BITRIX CRM software.

● Log all customer interactions, meetings, and activities for seamless coordination.

Event Support:

● Plan, target, and invite customers to webinars/seminars.

● Prepare and deliver impactful presentations.

● Track attendance and follow up with registered customers.

Website & Software Testing:

● Test websites, software, and back-office systems for bugs.

● Work with developers to resolve issues and implement new versions.

Client & Investor Support:

● Address customer queries promptly and send fee collection reminders.

● Track advisory opportunities and improve client services (e.g., reports and performance updates).

Research & Innovation:

● Conduct research for new product development and data insights.

● Identify and implement improvements in client services.

Outside Visits:

● Meet customers at their locations to complete registrations and other formalities.

● Maintain detailed records of all visits and activities conducted outside.

Team Coordination:

● Attend team meetings, webinars, and training programs on time.

● Document and track all meetings, training sessions, and outcomes.

Job Type: Full-time

Pay: From ₹15,000.00 per month

Benefits:

  • Flexible schedule
  • Work from home

Ability to commute/relocate:

  • Piplod, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Do you have your own System, Wifi,and Vehicle ?

A) Yes B) No

Experience:

  • Business development: 1 year (Required)
  • Lead generation: 1 year (Preferred)
  • total work: 1 year (Preferred)
  • Sales: 1 year (Preferred)

Language:

  • English (Preferred)

Work Location: In person

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