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Growth Coordinator

0.00 to 4.00 Years   Mumbai City   08 Feb, 2024
ROOTS RECRUITMENT SERVICES Hiring For A Wealth Management Company
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales Support / MISPre-Sales
EmploymentTypeFull-time

Job Description

    • Scheduling client meetings daily for sales, attending phone calls, dealing with client queries, processing transactions, and managing the clients portfolio as and when necessary.
    • Tele-sales by identifying the clients 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.

Keyskills :
sales coordinationsales supportsalestelesales

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